Insurance Advisors tend to be viewed as strictly conduits for “risk transfer” (e.g. selling insurance), but our business model encompasses much more. Buying insurance is just one way to manage risk and we take a holistic approach to business insurance. Our goal is to create a unique insurance buying experience, not just a commodity transaction, which has become mainstream in today’s fast paced world.
The relationships that we develop are based on insurance concepts, strategies and value added services. Our role as your insurance advisor is not just focused on strictly cost savings, but rather the strategy that generates the cost savings.
The goal of this approach is to give you an experience that will change the way you view insurance through education and straight forward communication.
As an independent agent, we impartially market your insurance with multiple reputable carriers to meet your personal needs. We are in the business of protecting your personal assets. From custom packages to a simple consult on what your options are, we've got all your needs covered.
Personal Liability & More
As entrepreneurs ourselves, we understand the day to day concerns of start ups and small business owners.
We specialize in providing cost effective insurance solutions for start ups and small businesses. We are there at the beginning and are poised to grow and evolve as your business expands.
Small business and start ups are an underserved and undervalued segment of the marketplace. Insurance is a key component for businesses to secure loans and to protect themselves from liability.
We challenge you to look at the independent agent model as more than just a quote factory. Leverage our knowledge to act as not only a marketing specialist, but an owner’s rep, risk manager, product development and research team.
1003 W. Indiantown Road, Ste 215, Jupiter, FL 33458
Our goal is to be the premier locally owned and operated agency in South Florida. We want to earn your business and be your total resource for all insurance and risk management needs on both a personal and professional level.
Bringing back the “local feel” and family approach to customer service.
Making a direct and distinct difference in our local community while at all times focusing on the needs of our clients.
We want to have a positive impact on our neighbors’ lives and to change the perception of the insurance industry through service and education.