FAQs
What makes our firm different from larger insurance brokers?
We combine the resources and carrier access of large brokerages with the personal attention of a boutique advisory firm.
Who will I be working with – is it always the same person?
You will have a dedicated point of contact supported by a senior advisory team.
Do you offer personalized risk assessments for my business or property?
Absolutely — we conduct comprehensive assessments to tailor your coverage strategy.
How do you determine which insurance options are best for me?
We follow a consultative, data-driven process and benchmark across multiple carriers.
Are your services only for businesses, or do you also serve individuals?
We serve both — with special focus on business owners and high-net-worth families.
What types of property and casualty insurance do you offer?
We provide a full range including property, liability, builders risk, auto, workers comp, and more.
How do you help businesses minimize risk and prevent losses?
Through proactive safety programs, contract reviews, claims strategy, and loss control support.
Can you help me find hard-to-place insurance?
Yes — we specialize in complex and non-standard risks with access to specialty markets.
How quickly can I get a quote?
Most standard quotes are available within 24–72 hours depending on complexity.
Do you specialize in healthcare plans for small businesses?
Yes — we design competitive, scalable benefit programs for growing companies.
Can you help with healthcare compliance?
Yes — we assist with ACA, ERISA, COBRA, and regulatory guidance.
How do you support clients with claims?
We act as your advocate from first notice through final settlement.
What is your response time?
Urgent issues are handled immediately; general inquiries same business day.
How do I get started?
Schedule a consultation — we’ll review needs and outline next steps.
Do you charge fees?
Most services are included in policy commissions. For specialized advisory, fees are transparent.
How often should I review policies?
We recommend annual reviews and proactive updates during business changes.
Can you manage multiple types of insurance?
Yes — commercial, benefits, and personal insurance under one coordinated strategy.