Pick the session that matches your situation, upload whatever policy documents you have, and answer a few questions so the time is spent on your decisions instead of on intake.
You will be asked a short set of questions at booking: which policies to look at, your renewal timing, current carrier, and anything that changed recently. Those answers let us do the reading before we meet, which is the whole reason a session only needs thirty to sixty minutes.
If you have a declarations page, upload it with the booking. If you are booking claim support, upload the adjuster letter and the claim number instead. Business reviews ask for the current commercial policy and, where relevant, the insurance requirements in the contract you are trying to satisfy.
You can reschedule or cancel from the confirmation you receive. Claim walkthroughs allow changes up to twelve hours before the session, everything else up to twenty four.
No. There is no deposit and no agency fee for any session on this page.
Yes. Most reviews work perfectly well over the phone once we have the documents in advance.
Reschedule from your confirmation. Claim walkthroughs can be changed up to twelve hours before, other sessions up to twenty four hours before.
We will show you options at the limits we agreed and tell you honestly if staying put is the better move. The decision, and the timing of it, stays yours.