We are committed to serving our clients’ needs, and over 20 years of client surveys and data have helped shape our firm. This feedback has helped facilitate the ongoing improvement of our processes and services, so we can continue to hold ourselves accountable to your highest standards. As a result, we’ve incorporated and are committed to delivering on these four basic principles:
We Understand and Manage Your Expectations
When you work with us, we’ll be sure we understand your boundaries, your objectives and the information available to us, the deliverables, timeframes and deadlines, and frequency and form of ongoing communication. Knowing what you expect, we’ll clearly communicate and meet our commitments and deadlines. If anything changes, we’ll let you know in advance.
We Put You in Control
We understand that you never want to feel a lack of control with your most valued clients’ business. We’re committed to operating with the highest levels of transparency, so you always know the status of each submission and every market we’ve approached, our compensation arrangements, and all other aspects of a transaction. In addition to our 24/7 online client portal, our professionals are always available to address your questions and concerns, and our senior management team is engaged, involved, and ready to step in and help address any concerns. We care and we’re available.
We Put Your Interests First
We’ll always put you and your clients’ interests first, before our own. This means that we work hard to deliver more value than expected. We’re committed to providing the best possible experience, and our primary goal is to earn your trust and confidence by helping to make you more successful. We are results driven. When we bring your submissions to market, we’re always looking for the best combination of price and coverage. Our clients keep coming back because we’re truly your advocates. If we can’t get it done, we’ll suggest others who may be able to help. Our priority is you and delivering on the high expectations we set together.
We Provide Comprehensive Options
Our professionals are experts in their fields, and we’re committed to bringing you the collective power of the entire firm, not just a single broker. We’re driven to get you the best deals the marketplace has to offer, even if that means referring you to a competitor. We negotiate aggressively with our markets and always work to ensure we’re able to present you with their best and final option first. We also understand that your clients want options, not just a quote and a “trust me, it’s the best”. When we approach our markets, we provide you with a credible response from each one, and we’ll always work to help you provide your clients with choices, not ultimatums.
