Trust  

Our new relationship will be built upon Trust. Yep, Good Old-Fashioned Trust. What a concept…

History

A brief History. I started this business in June of 2007. I not only survived the worst Financial Crisis of my time, I also built a strong Independent Insurance Agency. I helped many people along the way. Committed to doing the “Right Thing”, there was an opportunity to help people and I embraced the opportunity. While many of my competitors “squeezed” and took advantage of insureds, I continued to help my clients save Thousands of dollars…

Our Process

I will guide you through our unique insurance renewal process. You will speak directly with our references. This exercise has proven to be very effective for establishing immediate trust. This will allow you to hear from other Presidents, Board Members & or Managers that know our Ethics and are very familiar with our Performance.  Keep in mind, they were just like you at one point and they will be glad to share their experiences with our firm.

Due-diligence & Transparency

Our unique insurance quote process will provide your association with full transparency.  This is performed by indicating all the various insurance companies that we sought competitive bids from. Our Due-diligence Package will reassure you and the BOD that you have aggressively “shopped” for the best pricing and terms available. The Due-diligence package will list the companies quoted and will include both; those that offered terms and those that declined for whatever underwriting reasons that may apply. This gives you a real behind the scenes look at the insurance renewal process.

Performance

Our Performance speaks for itself, the tangible references will share with you how much we have helped their associations for many years. On average, we save the Condominium Associations anywhere from 10% to 40% and sometimes even more…