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 needs, our team is able to find the right solutions.
When we first meet a client, it is imperative that we determine your needs, and take the time to develop your financial & insurance solutions. We will endeavor to achieve this through a detailed telephone interview or a personal meeting.
In the initial meeting we will need to:
Depending on the complexity of your needs, we will approach one or many providers to seek the best solution for your needs. The process of obtaining quotes can take as little as a few hours, to as long as several weeks. 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. We will provide you with our formal proposal in writing for your consideration.
Once we have received your instructions to proceed forward, we will provide you with verbal confirmation, followed by written confirmation. Your obligation now is to make payment to conclude the transaction. We will offer you an array of payment options including a monthly payment plan.
Throughout the year, we will remain in contact where needed, and assist you with any changes you require. We are only a phone call away. Behind the scenes we will be dealing with matters with your providers relating to a variety of updates, changes, and regulatory issues.In addition, we will be here to counsel you through a variety of insurance and investment questions that you may have.
We are here to support you through any difficult situations, 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.
At renewal time we will contact you either by phone or in person as required, to review any changes to your needs. We will then use our expertise to scan the marketplace on your behalf to make certain we are offering you the best product at the best price. We will be in a position to recommend a renewal solution to you.
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 the Locations and Contact bar for a location near you, and a member of our Financial Services Solutions Team will be pleased to assist you.
Print This Page
Email This Page