For new and existing clients we provide…
Account management, which includes
• Reviewing insurance contracts to summarize coverages and insurance terminology for our clients.
• Our knowledgeable staff is available anytime for evaluating coverages if and when your personal or business insurance needs change.
• We can help review any certificates or agreements related to your business.
• Issuing any necessary certificates.
• Providing prompt and friendly policy service.
• We act as a trusted advisor, which means any questions or concerns you may have: We are here!
Marketing Services, which includes
• Matching our client with the best insurer to ensure their needs are covered.
• Making sure we obtain the most valuable policy for our client, which means the best coverage at the best premium.
• Making a presentation to our client regarding the best insurance solution for them. We like to make sure our clients understand what is in their policy and what they are paying for.
We can also work with our clients to help them develop a risk management system.
By helping our clients become more aware of risks and exposures in their business we can help them come up with a system to resolve those issues. Managing risks and exposures can dramatically decrease a business’ chance of a loss, which means annual premiums stay low.
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Access to alternative markets • In the event your insurance needs change or you become dissatisfied for any reason we have access to dozens of other preferred and specialty markets to place your insurance needs. • We want to earn your business and your trust; therefore we are committed to working for you! Your complete satisfaction is our #1 priority.
Claims Assistance No one wants to experience a loss to their home, auto, business, etc. However, in the event of a claim our knowledgeable staff will be there to walk you through the process. We even provide a personal phone number on our voicemail in case of an emergency outside normal business hours.
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