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Our Process
It is our goal to grow with you. Whether that is purchasing a new car or growing your business, we are here to assist for years to come.
Establishing a Devoted Consultative Relationship for Years to Come
07
At this stage, we begin to quote your account, working with our underwriting team to customize a tailored proposal that meet your needs.
Quoting & Tailoring a Premier Package
03
We represent more than 30 different insurance companies. We analyze your account to find the perfect carriers.
Identify the Perfect Market
02
Simply email our team your existing declaration pages, loss runs, & complete our streamlined application.
Collect Details & Understand Your Needs
01
We pride ourselves on ourselves with our 24/7 customer service, being one call away in the need of any claim assistance or policy changes.
Always One Call Away
06
Once you and all necessary parties (Mortgage Company, Other Lienholders, etc) have approved the proposal, we will finalizing coverage.
Finalizing the Coverage
05
Ensuring the policy holder (you) are comfortable and understanding of all coverages specific to your home, auto, & business!
Educating & Presenting the Most Comprehensive Proposal
04
