was founded in April of 2008 to serve as an
independently-owned insurance broker and advocate to the regional
was founded on the premise that clients are often best served
by a modestly-sized, efficient and resourceful brokerage. While larger
brokerages may offer the appearance of strength through size, the
reality is that smaller, resourceful brokerages can match their market
access – while providing a highly responsive level of personalized
true core competency and passion lies with client
relationships and the development of insurance programs to meet their
present and future needs/objectives.
Why Choose an
With more than 25,000 insurance agencies/brokerages operating in the
United States, you have many choices as to how your insurance needs are
met and with whom you will place your trust.
Your choices include dealing directly with the insurance company,
dealing with an agent that only represents one company or dealing with
an independent broker that represents you to many companies throughout
the insurance marketplace.
An independent broker’s primary obligation is to the client – not the
insurance company. By the nature of their existence, independent
brokers place the client’s interest first when negotiating coverage
terms, assisting with claims and providing risk management advice.
Services offers its
clients the marketplace access of a large brokerage while providing a
high level of personalized service. Client retention is the measure of
our success and the foundation of our future growth.
We readily recognize
that our success is best built on an accumulation of long-term loyal
clients rather than a larger number of new clients that only stay with
us for a short while.
Services can provide
coverage proposals for nearly every type of industry and for nearly
every type of risk exposure. In the event that we are not able to
provide a proper solution, we pride ourselves on being candid and
providing contact with a more appropriate resource.
Client service can
often be measured by how the most common tasks are completed. This is
how we approach the five most common tasks:
Telephone calls are returned promptly
(usually within an hour)
Certificates of Insurance are issued
within 24 hours
Our office is highly automated for
responsive, efficient service
Marketing strategies are reviewed
with the client 90 days prior to renewal
Renewal proposals are presented at
the earliest date possible