The 3 Steps after completing an Agent of Record Letter?

We will receive your letter, submit your letter to the insurance company. We will contact you to schedule an appointment to learn more about your business and how we can best serve you.

Your current agent will be given an opportunity to reverse your decision. They may reach out to you and ask why you’ve decided to change advisors. During this period, you’ll have a meeting us and share how we can serve you best.

We’ll receive your file from the insurance company. We’ll begin our analysis. Begin to form our recommendations. You’ll meet with us again and we’ll implement a solution to properly serve you.