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Choosing An Agent

“Pick a pro who astonishes you with specific hard-hitting insights because that kind of broker will save you the most in terms of premiums, claims and overall grief.”

~ Dan Romain, President of Brokers Path


What areas of business and insurance do you want your agent to have experience in?
What are your objectives for your insurance plan?
What services do you want your insurance agent to provide to your company, your employees and to you?
Do you consult with your agent regarding insurance implications before you make business decisions?
Do you want your agent to tell you what you need to hear not just what you want to hear?

In today's marketplace, providing benefits, insuring against risk, meeting compliance requirements, and achieving financial goals requires creative, client specific planning to take advantage of options available from a variety of insurance carriers and financial product companies. It requires an agency that understands clients make insurance and investment decisions in the context of business and personal goals. It takes an agency that stays on the cutting edge to anticipate and respond to client needs and goals.

We welcome the opportunity to have a conversation with you.

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