Our Process

What to Expect

We understand that insurance coverage can be confusing. Here’s a look at our process and what you can expect from us!

1. It all begins with a conversation. We will discuss your needs and determine what it is you’re looking for and how we can best help you.

2. We will provide quotes and advice based on the outcome of your Needs Analysis to ensure you receive a plan that is right for you.

3. When you have decided on which product(s) you require, we will complete an application together and send it in for approval.

4. Once the application is approved, we will deliver your new policy and answer any questions you may have to make sure you understand clearly.

5. We are now your go-to friends for any and all questions you may have regarding your insurance policies and we will always be here to assist you with any administration needs.