General Info

We work with consumers who don’t have the time or inclination to navigate the complex insurance world on their own. We can tailor an insurance portfolio for you, using our carefully selected group of insurance companies, leaving you more time for the things you enjoy. First, we gather information to be certain we are protecting what is most important to you. ​ Second, we get to work on creating a custom insurance proposal tailored for your specific needs. We work closely with our insurance companies on your behalf to make sure you have the best protection at a reasonable cost. Third, we help you execute the proposed plan and take insurance off your to do list. Going forward, we become your one contact point for any insurance questions or changes. We also monitor your insurance to make sure it keeps up with business, life and insurance industry changes.