Client Promises

Our Client Promises

YOU

You are our #1 priority. Period. We work for you. You are our boss and you have our undivided attention. Our main goal is to make your insurance life as easy as possible. We listen to you and learn about your life and property, so we can protect you in the best and most affordable ways possible.

INFORMATIVE

We always take the time to make sure you understand all of your options. Insurance is complicated and we know that. We make it easy for you to understand what you’re purchasing and what the product does for you. You will feel more comfortable selecting insurance options with us to fit your business or family needs.

EDUCATE

It’s our job to inform you of insurance products you may need. We are licensed to educate and properly protect what you have worked hard for. We listen to you and help identify solutions to current problems and seek to understand potential upcoming needs.

FAMILY

You are not just a number to us. We make you feel important and appreciated. When purchasing insurance from us, you become part of our family and you will be treated that way.

OPTIONS

You always have options. We will routinely display to you exactly why we are better than other insurance options, in person and via phone, email and mail.

INTEGRITY

We will be sincere and direct when we have to deal with any challenges. If a mistake is made, we always own it, alert you, and explain exactly how we will fix it.

POSITIVE

When you call our agency, everyone is positive. Being positive makes a difference. Even—and especially—if you are not having a good day, we always do our best to bring more positivity in your life.

CARING

If your rates go up, we call to review your application and then work to maintain the coverage you need by shopping the top carriers, to find you the best value.

EXPECTATIONS

We set your expectations on every call. The team always lets you know the next steps and a time frame. If we cannot meet that time frame, we will alert you and reset your expectations.

COMMUNICATION

We want to communicate with you how you want to be communicated with—by email and/or text message. Of course, if there’s something complicated to explain, we will always call you to make sure you understand.

REVIEW

Life changes. Business Changes. And Your insurance needs do as well. We will make reviewing your insurance a priority every year. You deserve that.