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Personal insurance reviews designed to deliver maximum value for you!
Just about anyone today can promise to save you money, but a risk-management advisory approach to insurance is about so much more than that. We want to personally craft the right type of coverage for you while providing a distinct, excellent customer service experience which will be the basis of a meaningful relationship. And yeah, we want to save you money too just like the other guys. Why choose price savings only, when you can have it all?
Our Process
Initial Discovery
What’s important to you
What can be fixed other than saving you $
Qualification for our insurance companies
Gather information for quoting
Quoting
Find best price & product
Apply all discounts
Clarify any additional information needed
Proposal Review
Review what was most important to you and what we wanted to fix
Overview of coverage solutions & adjust as needed
Answer questions
Make decisions
Next steps
Onboarding
Payment Plan
Complete Applications
E-signature
Document Delivery
Prior Policy Cancellations
Referral Rewards Program
Other Insurance Solutions
Service Department Intro
Why Choose Us
Problem Solving Advisors – we don’t just email quotes; we advise on proper coverage!
Investment in People – we invest in our team, in our clients, and in our community!
Dave Ramsey Endorsed Local Provider – we have the heart of a teacher!
5.0 Rating on Google Reviews with 200+ Testimonials – we have a proven track record!
B.I.G. Client Services
Policy changes – vehicles, drivers, coverage, payment plan, mortgagee/lienholders
Claims – advise, file, process, manage
Policy reviews – evaluate, update, advise, discuss
Life changes – getting married, moving, buying a home, child becoming licensed
