The team at Underwriters Insurance Brokers is committed to using our collective expertise in all areas of our business to best serve our clients. Regardless of the size or complexity of our client’s lifestyle, our team is able to find the right solutions for you.
When we first meet a client, it is imperative that we assess the type and value of your home, determine your needs, and take the time to develop your insurance solutions. We will endeavor to achieve this through a detailed telephone interview or a personal meeting in our office.
In the initial meeting we will need to:
Depending on the complexity of your situation, we will approach one or many insurance companies who may be interested in insuring you. The process of obtaining quotes can take as little as a few minutes, to as long as a few days. We commit to keeping you informed of our progress through open communication and will work hard to minimize the turnaround time.
Once we have obtained the quotations, we will review them with you and recommend the best solution.
Once we have received your instructions to place the insurance, we will provide you with verbal confirmation, as well as a copy of your application. Your obligation now is to make payment for the policy to conclude the transaction. We will offer you an array of payment options including a monthly payment plan.
Throughout the year, we will continue to work with you as needed. We are only a phone call away. Behind the scenes we will be dealing with multiple matters with your insurance company relating to providing proof of insurance to your mortgage company, possible building inspections, risk assessment, and ongoing file maintenance, providing proof of insurance to your lawyers, landlords, government bodies, and other organizations as needed. In addition, we will be here to counsel you through a variety of insurance and risk management questions and concerns that regularly arise.
If you have a claim, we will quickly report the matter to your insurance company, and make sure an adjuster is assigned immediately. We are there to support you through this difficult situation, and will advocate for you, to make sure your settlement is fast and fair. We encourage you to contact us with any claims issues as they arise so we may find solutions and move the matter forward to a successful resolution.
Your renewal documents will be sent directly to you well in advance of the renewal date. For many of our clients, no changes are required. For some clients, we need you to let us know of major developments and changes in your assets. We will then use our expertise to scan the insurance marketplace on your behalf to make certain we are still offering you the best coverage at the best price.
Ultimately our goal is to build a long term successful relationship with our clients, built on trust, respect and mutual understanding. Open communication, professional expertise, excellent service, and regular contact are the keys to our success.
Click on our Locations and Contact bar for a location near you, and a member of our Personal Solutions Team will be pleased to help you.
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