Guiding Principles – Safeguarding Your Future
Our founder, Lori Capozza Zeind, believes that bringing clarity and conscientiousness to the insurance industry is key to bringing integrity and a client-centric focus back into the way an insurance business should be built and offerings should be provided.
Our goal, first and foremost, is safeguarding your future through helping you navigate the myriad of options available in the insurance realm based on your specific needs and circumstances. This takes a collaborative approach to working with you and for you.
Our commitment to you:
- In Your Best Interests: Basing our recommendations on what is truly best and appropriate for your stage in life or in your business is priority number one for us.
- Available and Responsive: Being a go-to resource means we will be ready, available, and conscientious in everything from phone calls to claims.
- Stability and Upholding Standards: You can count on us to be there when you need us backed by all the protections we have assessed and confirmed are best for you. This includes being meticulous and diligent in all aspects of handling your needs.
- Serve and Protect: Helping others with what matters most is why we cannot wait to start the workday. We are here to serve you and preserve your assets through solutions that protect you now and in the future.
Your commitment to us:
- Keep Us Informed: Knowing our ongoing outreach is genuinely focused on staying in touch so we can ensure your insurance coverage is doing all that it is meant to be doing for you.
- A Cooperative Spirit: We can only provide the best options and solutions when we have thorough and complete information to base it upon.
- The Relationship Matters: We are a team working together dedicated to your peace of mind. That involves you sharing with us information so that we can make recommendations on what you most need, whether it’s the right coverage or managing the claim on your behalf.
- Open-Mindedness and Consideration: Getting creative and solving problems is part of every workday for us. When we propose a solution, we ask that you stay open to how it could help you beyond what you may think you already know. We won’t waste your time, because we value it like you do.
Our goal, first and foremost, is safeguarding your future through helping you navigate the myriad of options available in the insurance realm based on your specific needs and circumstances.