We assist clients in assessing their insurance needs. They consider what they want to insure such as their income, property, life, or business.
We research different providers and policies comparing coverage options, premiums, deductibles, and terms to find the ideal fit for their needs and budget.
After choosing an insurance provider and policy, the client submits an application which typically includes personal information, details about the insured items or individuals, and answers to underwriting questions.
Once the premium is paid, the insurance policy gets issued. The policy document outlines the terms, conditions, coverage limits, and exclusions.
