Our Four Core Values:
- Professionalism, first and foremost
- Integrity, in everything we do Independent
- Advice to find the right solution
- Being There; when our clients need us most!
Our 11 Point Mission Statement
- Maintaining and building on our reputation – “We Care! Our Tradition Is Service”
- Remaining independent on all-commercial and client lines; an insurance brokerage with no insurance company ownership.
- Empowering, training and supporting our employees to truly make a difference for our clients.
- Building a team of professionals who place a high value on mutual respect, trust, support and personal accountability.
- Providing our clients with an exceptional customer service experience.
- Doing business with customers investing in technology and who value our service and expertise.
- Committing to annual client renewal consultations.
- Achieving personal and commercial lines client renewal retention 5% higher than the industry average.
- Focusing on organic growth of 10% annually through referrals and covering all of our client needs.
- Continuing to develop and grow our expertise in niche insurance products and programs.
- Working with insurance companies who have strong leadership, clear vision, superior claims service, proactive underwriting support, innovative insurance products, a continuing commitment to investing in technology, and who view us first and foremost as a valued partner.
