We will develop specific coverage recommendations based on your family structure, your assets, your budget and other relevant needs. We customize your program for YOU.
With so many companies to choose from, we are able to save you time so you can avoid multiple phone calls or emails to multiple providers. That's our job: matching your insurance needs with the best insurance providers.
We live and work here too, and understand the area, the weather, the culture. We care and are active local citizens. We buy insurance ourselves, from the same companies, for needs similar to yours.
Our service team will review your renewals to assure that you're continuing to get great pricing and that your coverage still fits.
Our high standards of personalized customer service ensure that you will have any question answered quickly and services you need rendered promptly. Our 5-star google rating attests to this dedication to great service.
If you need help with a claim we will help you communicate with the company and advocate for you as needed. Before you file a claim we will help you decide whether it makes sense to even file a claim or not.
Experience: our average staff person has been in the insurance business for over 20 years. There isn't much we haven't seen but we are always looking for new challenges to solve. Insurance is complicated; go with experienced pros.
Expertise: Our president, Geoff Gordon is a Certified Financial Planner® practitioner, a Certified Insurance Counselor (CIC), and a Certified Risk Manager (CRM), and is an associate faculty member with the Society for Insurance Education and Research. Natalie, our Director of Operations, and Val Feeney and Jeff Helm are both Certified Insurance Counselors (CIC). Jeff Helm has decades of experience in agency ownership, and is a Licensed Insurance Advisor. Jane, our commercial accounts manager, is a Chartered Property and Casualty Underwriter (CPCU). And our rater, Sandi, is a Certified Insurance Service Representative (CISR). Others are pursuing similar risk and insurance credentials.
Our professional network is substantial when you need related, trusted advisors. We will share our growth success and deep risk understanding with you.
Bonus: Our 24/7 emergency claims backup team is ready to help when we’re not here.
Still Not sure? See What our customers say about us!