How we achieve 100% satisfaction
WE REVIEW YOUR CURRENT COVERAGE
We schedule an appointment with you either at our office or your home or business at your convenience. We can do this during normal business hours or in the evening or weekends. We can then review and evaluate your current coverages and see if any changes need to be made. Often time, current plans over insure or under insure the client's exposure. Gaps in coverage are also not unusual and need to be addressed. Our expertise allows us a full comprehensive review of our client's risks and needs.
WE OFFER CONSULTATIONS AND RECOMMENDATIONS
By evaluating your current insurance program, we can recommend any modifications to your existing plan or look at different insurance companies to fulfill your insurance needs.
WE IMPLEMENT OUR RECOMMENDATIONS
After evaluating your current insurance program, we then make any additions or changes with your full knowledge and approval.
WE REVIEW THE EXISTING PROGRAMS AND PLANS AND ADVISE
We always recommend reviewing your insurance needs on an annual basis or when you have a 'lifestyle' change... getting married, birth of a child, buying a new house or car, etc. We also monitor new developments and coverage changes within the insurance industry. When appropriate, we implement changes to programs, as needed, after consulting with you.