Our team is looking forward to meeting with you! To help you prepare for your meeting, here is what you can expect during your time with us!
Expect to spend roughly a half hour minimum for the review of your Insurance Portfolio. Topics that will be discussed include, but are not limited to:
- Review the policies that make up your current insurance portfolio
- Review completed upgrades to property/properties since your last review
- Review opportunities to apply discounts to your policies
- Reviewing current limits to determine if they support your current lifestyle
- Discuss your 5 year future plans
- Coming in office? What should you bring?
- Valid ID
- Installation/ Repair Receipts or appraisals pertaining to any property being reviewed