Thank you for visiting our website. As a full-service insurance brokerage firm, we work with Professional Advisors, Employers, Associations and Consumers across the Carolinas to deliver top shelf insurance consulting and planning solutions. Our mission is centered around educating and serving our clients. Because we are an insurance brokerage firm we are in the best position to be objective because when an insurance product solution is appropriate, we are able to share with you a wide range of products and solutions from multiple companies that are aimed at meeting your specific needs and budget, not any one company or product. Utilizing decades of industry experience and functional expertise, we go beyond the norm to develop new insights and drive results that exceed your objectives and expectations. The first step in the planning process is beginning the conversation. Give us a call, we answer questions and facilitate planning conversations every day.
CONSUMERS
Consumers don’t deal with insurance planning issues every day. As a result, they want someone who will take the time to listen to their concerns, address their needs while taking the time to educate them on the issues and the solutions. They also want someone who will keep their best interests in mind while providing multiple options that will solve their specific needs. Most consumers are very similar. They are looking for objective planning solutions that leave them and the ones that they hold dear with peace of mind.
PROFESSIONAL ADVISORS
We work with some of the finest Professional Advisors across the Carolinas. We understand the challenges the Professional Advisor faces every day. We provide our Advisor clients access to the top carriers for the product lines we offer coupled with an in-house underwriter to get their clients to the right planning solution the first time. We provide a quoting matrix coupled with the sales support that they need. We follow the Advisor’s cases through each phase of the pipeline while sending the advisor daily updates.
EMPLOYERS
Employers are charged with many challenges in an effort to support a productive work force and the goals of ownership. One important aspect of that challenge includes providing access to a benefit package that attracts and retains the highest quality employees while contributing to their overall health and well being. A significant emerging challenge facing employers today is the plight of employee caregivers and their affect on the bottom line. We provide education, consulting and solutions concerning these issues.