Sessions, not sales calls
Every appointment here is a working session: documents read in advance, limits and exclusions marked up, and a written summary at the end whether or not you move your policy.
Choose your session
What to bring
The declarations page for each policy you hold now, your renewal dates, and anything that changed since the policy was written: a new driver, a remodel, a vehicle, a tenant, a business run from the house.
For a claim walkthrough, bring the claim number and every letter the adjuster has sent, including the estimate. We would rather read the carrier's own words than a summary of them.
Nothing is bound during a session. Coverage begins only when a carrier issues a policy with an effective date you can read.
Booking questions
Is there a fee or deposit?
No. Every session on this page is free to book, with no deposit and no agency fee.
Can we do this by phone?
Yes. Most reviews work well by phone once the documents are uploaded in advance.
How late can I reschedule?
Claim walkthroughs up to twelve hours before, all other sessions up to twenty four hours before.