Frequently Asked Questions

Short, honest answers. If you don’t see your question here, send us a note—we’re happy to help.

🏠 Personal & Auto
Are you a carrier or a broker?
We’re an independent broker. That means we shop multiple carriers for you, explain options in plain English, and you choose the fit and price.
⏱️ How fast can I get a personal quote?
Often within 24–72 hours for straightforward policies once we have your basics (drivers, VINs, address history, prior coverage).
💡 What affects my auto rate most?
Driving history, garaging zip, vehicle model/year, mileage, and selected coverages/deductibles. We’ll show the trade-offs clearly.
🛡️ Do you offer umbrella insurance?
Yes—personal and commercial umbrellas are available to increase total liability limits above home and auto.
🏢 Business Insurance
📄 Can you match my lease or vendor insurance wording?
Yes. Send the insurance section and we’ll align limits and endorsements—additional insured (ongoing/completed ops), primary & non-contributory, waiver of subrogation, per-project aggregate, etc.
📦 What’s in a Business Owner’s Policy (BOP)?
Typically general liability + business property, with options like business income, equipment breakdown, cyber, and more.
☂️ When do I need a commercial umbrella?
If contracts require higher limits, or you have larger premises/auto exposures. We’ll price layers so you can choose confidently.
🧾 How fast can I get a certificate (COI)?
Usually same day once the policy is active and wording is confirmed. Email us the exact requirements and recipient details.
🧑‍⚕️ Workers’ Comp
🧮 How is workers’ comp priced?
Class codes × payroll × rates, adjusted by your experience mod. Safety programs and accurate classifications help control costs.
What is the annual audit?
The carrier reconciles estimated vs. actual payroll by class code. We’ll help you prepare to avoid surprises.
🧑‍💼 Do officers need to be included?
Depends on state/entity type. Some allow exclusion with forms; we’ll confirm and handle the paperwork.
🤝 Service, Claims & Costs
🗓️ How do I start a quote?
Pick the line you need and click Contact. We’ll send a short list of info (address, drivers, payroll/revenue, etc.) and then shop multiple carriers.
💵 Do you charge broker fees?
Many personal policies have no broker fee. Some commercial placements may include a disclosed fee depending on complexity—we’ll tell you up front.
📣 How do claims work?
Report immediately. We’ll loop in the carrier, help document, and stay with you through settlement. For emergencies, call the carrier’s 24/7 line—then call us.
🏷️ How can I lower my premium?
Bundle lines, consider higher deductibles, keep schedules accurate (locations/autos/drivers/equipment), use telematics and safety programs, and review coverage annually.

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