Your Policy Review

We Make sure your coverage matches your lifestyle

When was the last time you reviewed your insurance?

Since then, if you’ve gotten married, had a baby, added a four-legged friend to your family, sent a kid off to college, finished your basement, bought a trampoline, replaced your roof or made a big purchase like a diamond ring or a set of golf clubs, your insurance is most likely out-of-date and it is time for a review. As a good rule of thumb, when there’s a change in your life, more likely than not, your insurance will need to change, too.

Schedule a time on our calendar

Works with all calendars

Thanks in advance for taking the time to visit with us to make sure we are all on the same page.  This tool works with all calendars, if you don’t have a calendar to connect you can still see what works on our end and schedule it with us.  

We will follow up a couple of times in advance to make sure we are still good to go for our scheduled time. We like to use Zoom for these so we can share our screen while we are talking.  If you don’t use zoom we can go old school and do over the telephone.

Items you wish to address

We can discuss anything that is important, so please complete the quick pre-review survey below.  There you can address any important item or change in the comment section.

Pre-Review Questions

“Always communicating with our clients allows us to provide great advice and customized coverages"

Ken Caiani Co-Owner

Our 24/7 Service Center

Life can be unpredictable. You can count on us to be there for you, ensuring things happen promptly and efficiently, always with the goal of getting your life and business back to normal as quickly as possible.

Secure access 24/7 access to policy documents, changes, ID cards, and certificates.

Secure access 24/7 access to policy documents, changes, ID cards, and certificates through our app.

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Call/Chat/Email/Text

We are just a call, text, chat, email away when you need us!

 

with Every Step Of the way!

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