Your Trusted Insurance Agency
Our 3-D Process
It's as easy as 1-2-3
01
Define
In our first step, we will talk via phone or video chat to discuss and define what your needs and goals are.
02
Discover
Once we’ve defined what you’re looking for it’s our turn to discover the best options for you. At this point you will receive a video quote in which we explain all the benefits.
03
Decide
After we discovered your options and you watched the video quotes, you will have the solutions in your hands to decide the best. At this stage you are ready to say Sign me up! We take it from there filling out the app with you.
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Our 3-D Process
Define ~ Discover ~ Decide
- Step 1: Define
We gather some info
No two families are the same. In order to provide you with a personalized quote we need to gather some basic info. Don’t worry this isn’t 100 questions. This will help us know more about what you’re looking to protect.
We do this by phone or video chat. Whichever works best for you. To get started just fill out the form or schedule an appointment.
- Step 2: Discover
We shop and compare
After step 1 where we talked on the phone or maybe through video chat, we get to work by finding the companies and policies that best fit your needs.
Unlike agents that only represent one company, we have options and work with your budget and need in mind.
At this point, you will receive a personalized video quote so it’s just like being with us face-to-face where we explain all the benefits. Best of all, you get to watch this at your most convenient time, maybe in your pjs and a cup of coffee.
5 STAR REVIEW
- Step 3 Decide
Time to take action
After viewing the video quote and asking us any additional questions, you’ll have all the details you need to make an informed decision. Nothing happens unless you take action.
