Los Angeles Insurance Brokers

Case Studies

His broker didn’t talk to him.

Posted by on 8:44 pm in Case Study | Comments Off on His broker didn’t talk to him.

A business owner who hadn’t heard from his insurance broker in three years was referred to us. We made an appointment for a consultation, and met to discuss his needs and provide alternative quotes for group policies.

After considering our offerings and comparing with their current coverage, and particularly the lack of service from his previous broker, the businessman chose us as their broker of record, and bought coverage through us.

Some clients save money, but all get superior service at no additional cost. We may be able to do the same for you. Call or contact us today for a no-obligation consultation about your specific needs.

Relief from overpriced policy.

Posted by on 1:27 pm in Case Study | Comments Off on Relief from overpriced policy.

A referral from one of our clients had an existing family health policy for himself and his wife (they had two children that were covered separately). He came in to discuss what he felt was a highly-overpriced plan from Blue Shield (over $3,000/month).

We discussed their needs, and found better coverage, with lower deductibles, cutting their monthly premium in half and for the entire family of four, not just the two adults. We are now helping them choose between Health Net and Anthem Blue Cross, based on the participation of their current doctors. This family is now a satisfied client of ours.

We may be able to do the same for you. Call or contact us today for a no-obligation consultation about your specific needs.