“Jonathan is good at communicating. He’s kind, attentive, and isn’t high pressure. (Jonathan is) a...
“Quick, simple process, with all bases covered and needs met with info sought.”
“Block of some time. It is worth it. (Cathy) was very thorough and patient. She...
“Great correspondence, friendly, attentive to needs. Excellent customer service from (Sarae).”
“I was looking for a specialty insurance product and (Cathy) delivered. I will work with...
“(Jonathan) knew the material very well and was professional. The information was well covered, and...
“Dan Payne communicates clearly and concisely, answered all my questions, and took the time to...
“(Jonathan was) very thorough and patient in his explanation of the nuisances of long term...
“Jonathan was the main core of our experience. LTC is not an easy subject to...
What would you tell a friend or colleague about your experience? “(Lucy) worked around my...
“Richard was very knowledgeable and patient. Richard conducted several zoom calls addressing my concerns. Seamless.”
“(Kathryn was) extremely helpful in maneuvering the maze of insurance options available. Very thorough. (Prompt...
“Lisa Freeman made our experience stress-free. (She) is the most personable and knowledgeable insurance agent...
“The process was way less intimidating with Cathy’s help. (She) was so informative when helping...
“Our experience was very enjoyable, and the time Jonathan spent is appreciated. (He is) very...
“Cathy helped me understand different types of insurance, various costs, and answered any questions I...
“Samantha Johnson is very understanding of individual needs and wants. (She is) patient and knowledgeable.”