We know our clients.
We learn the field inside and out so we know our clients and their concerns. We are active in their industry associations and events, and we spend time learning and listening to better service our client group.
We know our carriers.
We keep in tune with our carriers so we know the coverages they offer and their desired risk profile. This enables us to make an effective match between the insurance carrier and client. We take a leading role in asking for and developing coverages with our carriers to have industry-defining insurance solutions for our clients.
We deliver a high level of service.
Our role as representative and intermediary between the insurance carrier and client means that we are the "face" of our carriers. This is an honor with responsibility. We take that responsibility very seriously and hold all involved accountable: claims representatives, billing personnel, audit departments...and ourselves.
We follow the Golden Rule.
This element incorporates our integrity, ethics, trust, and core beliefs into a simple, yet powerful, statement. By holding ourselves to this age-old belief in all of our dealings with customers, prospects, carriers, and fellow employees, we can know that our words and actions will be just.