Our Mission Statement:
"We provide personal and commercial insurance products and services, utilizing a consultative process to ensure our clients get the maximum protection available for their insurance dollar."
A few team members share their definition of our mission statement -- what it means for our team and our clients:
Kindra: When we developed our mission statement, we wanted something that was clear, concise, and gets to the heart of our approach to our client relationships.
Honor: When we communicate with our clients, we listen closely to what their needs are and then advise them what they need, to the best of our ability. It's a consultative process.
Vickie W: It's how we do business -- always putting the customer first.
Mariela: Our mission statement encompasses who we are and what we strive to do with every interaction. Every exchange of words is like when we talk to our brother or sister. Similar to how we want the best for our loved one, we each want the best for our members. Our team is comparable to our fingers, they are different as we are in abilities and capabilities, however, we complement one another in expertise to provide a plan to our members. Our members can perceive that each department works together to maximize their insurance dollar.
Maurica: Every person and their circumstances is unique. There is no "one size fits all" when it comes to insurance protection. Our Consultative Insurance Group team takes time with each person. We listen to what the need of the client is -- budget, lifestyle now and lifestyle future -- and help them to make an educated insurance purchase. It is not about making money, but about providing the services and resources to help the client make the best decision for them.
Tammy: Our mission is to CONSULT with YOU and for YOU during your WANTS and NEEDS. We are always here for you.
Ryan: We are going to do what is best for the client. We are going to get the best product to fit their needs and budget.
1.800.886.0305 | "Consultative..."It's the way we do business." | consultativeinsurance.com