Assisting you with your insurance-related needs from interest to protection 

Our process begins with a collaborative, consultative approach through your trusted advisor, banker, or relationship manager. As part of their integrated relationship management model, our experienced insurance professionals work closely with you to understand your unique personal and business needs. We take the time to listen, prioritize what matters most to you, and conduct thorough due diligence to recommend a tailored strategy. This includes identifying the appropriate insurance company, product, and solution aligned with your goals. 

Once you decide to move forward with a solution, our dedicated team support you through every next step with care and integrity. From completing the application to navigating the underwriting process, we keep you informed and at ease with proactive communication and access to a dedicated case manager, in addition to your insurance strategist (agent). We're by your side until your policy is placed in-force — ensuring your protection is secured with trust, comfort, and confidence. Then, you will have access to our policyholder services team for future assistance when you have any questions. Our goal is to make the experience smooth, thoughtful, and personalized, so you can focus on what's most important.