Client Bill of Rights

As your Insurance Agency, We agree to do the following:

• Provide considerate and respectful insurance and risk management services.
• Only work on your behalf if we have the skills, knowledge and experience necessary to provide excellent service.
• Design insurance programs that meet your specific needs, identify loss sources and cost control programs.
• Always negotiate the best value (Price, Coverage, & Terms) on your behalf.
• To be forthcoming with you in all transactions so that you may plan accordingly.
• Act on your behalf in the most professional manner possible and conform to all legal and ethical guidelines.
• Communicate. We will be an active listener, return telephone calls and email as soon as possible.
• Obtain your authorization before binding coverage on your behalf.
• Preserve your confidences and only disclose information about your business or other matters, to persons on a 'need to know' basis.
• Remain current on insurance trends that will affect your business.
• Properly maintain all insurance policies and records related to your account.
• Maintain and store your records in a place that is secure from theft and unnecessary access.
• Promptly release client files upon demand.