How it works

From first call to certificates.

Six steps. Five lead to a closing; the sixth is what happens after.

1Tell us what you need
2A licensed agent calls you
3We gather the requirements
4We shop it
5Coverage is placed
6We stay on it
1

Tell us what you need.

A short form: who you are, what you’re insuring, and your closing date if you have one. No account, no application.

2

A licensed agent calls you.

Usually within one business day. They’ll walk through what you need and what’s missing.

3

We gather the requirements.

If there’s a lender, we go to them directly for the exact requirements and certificate-holder language.

4

We shop it.

Your coverage goes out across our carriers, and we bring back the options side by side.

5

Coverage is placed.

Certificates go where they need to go, before your closing date.

6

We stay on it.

Renewals, changes, and a review whenever the business changes.

Ready when you are.

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