Have you ever been surprised by your insurance agent because they didn’t do what you expected, or you were never told what to expect at all? Our policy is “No Surprises.” From day one you will know exactly what to expect from us, and you will know everything you need to take care of your insurance needs quick & easy.

The Gramm-Leach-Bliley Act was signed by former President Clinton in 1999 and made fully effective on July 1, 2001. GLBA requires financial institutions (including banks, brokerage firms, insurance companies, and tax preparation firms), as well as all of their business partners and contractors, to protect the private financial information that passes through their enterprises.What does that mean for you? Consider emails as an example. Email is actually not a secure form of communication. That means that hackers and malicious programs can actually break into and read the content of your emails. Most insurance agencies have no problem sending sensitive data over email, including your social security number and other private information. This practice puts you at risk.

That is why we offer a secure online system for you to communicate with us. By using our site, we will not only keep your data secure but also help you work more efficiently.

This is just one example of how we will do whatever it takes to carefully protect your data. To learn more about the technology and procedures we have in place for your protection, simply contact us.

Wouldn’t it be nice to have one consistent place to store all of your insurance documents, and wouldn’t it nice to have access to it from anywhere? As a customer, all of your insurance transactions and documents are stored in your File Cabinet for quick and easy review.

Although surprises are great for birthdays, you don’t want to be surprised when working with your insurance professional. This is why we provde you with a written agreement that clearly states:

• How you will report claims
• The best way to communicate with your Customer Service Representative
• What to do when you purchase a new car
• How to make changes to your policy
• How your insurance program will be reviewed and how often
• And much, much more

You expect friendly service from any business that you work with. We go beyond friendly employees to provide you with the service you need, when you need it.We recognize that it can be a hassle to make a phone call every time you have a question about your insurance or need to make a change. Worse yet is sitting on hold or playing voicemail tag for days and weeks on end. That’s why we have provided this easy-to-use website for all your insurance needs.

Never worry again about the status of your insurance. When you log in to this site, you will see the exact status of every request you have sent us. It is also a convenient place to keep all of your insurance documentation—no more paper clutter!

Stress-free and on your own schedule—that’s an insurance experience we can all enjoy!

When people talk about our agency, we want them talk about how enjoyable it is to do business with us. We want them to talk more about their relationship with us, and how caring we are more than how well we provide customer service. We want them to say they have never done business with an agency quite like us.This is our vision for you and how we want you to feel about working with our unique agency.

Today, life changes in a heartbeat. Without regular reviews of your insurance program, it is possible for gaps to form. The result can be disasterous for a family or for a business.We go far beyond excellent customer service to a new level. Because of our focus, technology, and business-culture we are able to spend more time than many agencies on working with you to help you understand your insurance program and to help you tailor it to meet your individual needs. A very important part of this process is an annual review of your program. This review only takes a few minutes and will help you to feel more confident throughout the year so that you can focus on the things that are most important.

Our agency has a detailed disaster plan, including provisions to make certain that we have power, phones, internet, etc. regardless of what happens in our area. This should be important in your selection of an insurance professional. What happens if there is a tornado, flood, etc., and you need your agent, but they aren’t available for you?

Technology is great, but only if it provides a true benefit to you. We have integrated our technology into how we do business in order to provide a unique experience, unparalled customer service, and ultimate convenience.For example, in just a couple of clicks you can:

• Connect to a video conference with one of our staff members
• See what’s on our screen when talking on the phone so that we are both looking at the same document to avoid confusion
• View all of your insurance documents on-line
• Communicate securely with our staff
• Watch videos on insurance topics
• Integrate with your Outlook calendar

One of our goals is to bring products and services to your family and business that you might not otherwise know about:

• Identity theft protection
• Disaster recovery
• Secure emails
• Payroll deduction for personal auto