OUR PROCESS
Our process begins and ends with YOU.
STEP ONE
Book a Meeting
Simply reach out to us to get started by clicking "Get Started" at the top of this page. Depending on the situation, we can set up a Discovery Meeting (Step Two) via phone or in person at your home or business.
STEP TWO
Discovery Meeting
During the Discovery Meeting we simply listen. This initial meeting isn't about selling a product or trying to convince you that you need a certain coverage or plan. We want to get to know you so we can better customize a plan proposal that suits your individual and business needs.
STEP THREE
Plan Presentation
Once we've learned about you, your business, and your passions we begin going to work for you! Our team of experts comprises a coverage plan that meets your individual needs. We then take that plan to our many providers to receive competitive quotes that we will then present to you for consideration.
STEP FOUR
Purchase & Bind
Does the plan work great for you? Excellent! At this point we are eager and ready to serve you. We make the binding process to put coverage in place as easy as possible. We also take care of providing immediate proof of insurance to lenders, certificateholders, additional insureds, and other necessary parties.
STEP FIVE
Service Beyond the Sale
Our service doesn't end with the sale, in fact, it's only beginning. Our team prides itself on good stewardship of your account. We do this through prompt service, expert advice, and risk management resources.