We will develop customized coverage recommendations based on your family structure, your assets, your budget and other needs.
With so many companies represented here, we save you time so you can avoid multiple phone calls or emails to multiple providers. That's our job: matching your insurance needs with insurance providers.
With so many companies, we do the shopping for you to secure the best price for you based on your needs (#2).
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 ensures that you will have any questions answered quickly and services you need rendered promptly.
If you need help with a claim, we will help you to navigate the claims process and advocate for you as needed. Before you file a claim will help you decide whether it makes sense even to file a claim or not.
Experience: our average staff person has been in the 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). Our rater, Sandi is a Certified Insurance Service Representative (CISR). Natalie, our office manager, and Val, our sales rep, are both pursuing their Certified Insurance Counselor (CIC) designations. Jane, our commercial accounts manager, is a Chartered Property and Casualty Underwriter (CPCU).
We care. We live in this community, and we buy insurance ourselves. Further, our professional network is substantial, when you need related trusted advisors. We want to share our success and understanding with you.
Bonus: Our 24/7 emergency claims backup team is ready to help you when we’re not here.