Let’s get started
During our first introduction, we’ll spend 30 – 45 minutes together just getting to know each other in person or by phone if you prefer. We will work to understand your needs and requirements. It is a priority to us that we understand and learn about every client on a personal basis. If you are looking for someone that listens and is looking out for your needs, you have come to the right place.
Fact Find Mission
During our fact-finding mission…we will ask many questions about you and/or your core business. Oak Insurance will ensure that the package we put together for you is customized to fit you specifically. As we begin the shopping process we will submit your information to our “A” rated carriers, both national and worldwide. It is very important that you provide the most accurate information possible to ensure that no issues arise during this process. If you are unsure of the accuracy of a question, let’s work together to find out the answer first. This will help make the process accurate and faster.
Closing Interview
In this final meeting, we will share the results of our shopping, explain the meanings of our findings and answer any questions you might have. If we can’t find you an equal to or better policy at a lower rate, we will suggest you to stay where you are and say “thank you” for the opportunity. If our shopping is successful and we can help you, we even offer financing options, discuss down payments, payment dates, and payment options. Oak Insurance LLC truly is s a one of a kind broker.
