To earn trust that fosters long-term relationships and quality referrals by striving every day to do what we believe is right for individual clients, and providing them with best overall value for their insurance needs.   

Comprehensive review of our clients’ needs followed up by open communications about agency coverage standards, options and recommendations for informed buying decisions.

Placement of coverages with the company that we believe provides the best overall value for the client. 

Maintenance of up to date, accurate client records.

Annual renewal reviews for clients with a goal of 100% compliance.

24/7 communication service for clients through on-hours and off-hours telephone, Internet access, e-mail, voice mail and fax access.

Response to all phone, e-mail, fax requests for service, information and callbacks within 24 hours.

Periodic “listening process” with clients through formal surveys, how-are-we-doing telephone calls, and personal in-office contacts.

Consistent solicitation of referrals from clients as a gauge of customer satisfaction and a demonstration of trust in their judgment.

Claims satisfaction monitoring process that includes recording of claim performance ratings for each insurance company.

Rigorous, fair representation of clients in problem-solving situations that involve insurance companies or other external parties.

Client information and counseling on insurance, safety, loss prevention and risk management subjects with these objectives:  improve understanding of insurance coverage issues; promote informed decisions; and ensure peace of mind.

Maintain an appropriate level of communication with individual clients based on their wants and needs.