Our Approach

Different From the Start

1. Schedule a Call

1. Schedule a Call

1. Schedule a Call

(30 Minutes)

You Choose the Time and We'll Give You a Call.
We Answer Questions and Let You Know What to Expect.
We assess Current Coverage and Collect Info for Quoting.

2. Hit the Market

1. Schedule a Call

1. Schedule a Call

(1-Day Turnaround Typically)

We Quote Coverage with All of Our Carriers.
We Complete All Underwriting Requirements.
We Build Your Detailed Proposal.

3. Meet & Discuss

1. Schedule a Call

3. Meet & Discuss

(1 Hour)

You Receive a Link to Our Calendar and Schedule Your Meeting.
We Sit Down Together In-Person or Over Zoom.
We Discuss Coverage, Deductibles, Definitions and Exclusions, and Provide a Market Update.

And That's Just the Beginning

Bind & Finalize

You can Make Changes or Accept the Proposal as Quoted.
Complete Your Customized Bind Request Form to Confirm Coverage and Collect Payment Info.
Complete Your Signature Documents and Authorize Down Payments.

Onboard & Support

We Send Your Policy Documents, Such as Insurance Cards.
We Send the Required Documents to Your Bank as Needed.
We Stay In Touch Consistently To Make the Transition Easy.

Continued Service

Claims Assistance & Advocacy
Vehicle Changes
Billing & Documentation Issues