Why do some insurance companies quote much lower than others?
They provide a basic quote presuming that your life is in the "perfect situation," for example: a perfect driving record, or no health issues. For many situations, this is not the case.
What information do I have to provide to receive the right quote?
I ask in-depth questions and do my "homework" to ensure you are receiving the right information the first time. Based on the type of insurance, Information needed would be:
- Date of Birth
- Your drivers license #
- Property and garaging addresses
- Significant health histories
- Your occupation, profession and daily job activities
- Your personal income
- If you own a business, applicable business financial documents
WOW! That seems too nosy...
I will protect your privacy at all costs, only submit information to insurance companies as you authorize and is applicable to the specific line of insurance you need. I never sell or provide your personal or business information to any 3rd parties for marketing or solicitation activities.
What makes your agency different from other agencies?
I personally handle your policies and accounts, and always look for different ways of approaching my clients' specific needs. I also am great to talk to about the Red Sox.
Do you charge a fee for consultation or proposals?