Insurance is a highly competitive industry, so exceptional service can make all of the difference. We had the opportunity to work with a leading real estate firm and save them money on their policy.
Overview:
Like many sizable companies in today’s market, this real estate firm already had an existing insurance agent, but was looking to explore other options. Their assets consisted of many different properties, including industrial and retail buildings. They wanted to find a better solution than what they currently had in place.
Cole Chapman, who leads all real estate placements at Three Arbor, became the main producer on their account.
“We essentially took a deep dive into their portfolio and found a sweet spot for deductibles and pricing. The key is articulating to the insurance marketplace why they should partner with our client. We were able to save them 20% without sacrificing any coverage,” said Chapman.
Many revisions had to be made with great attention to detail to ensure everything was correct. We meticulously reviewed all valuations, identified inaccuracies and worked with underwriters to rectify any issues.
We customize experiences like this in order to have the best communication and resources for our clients.
In a saturated insurance market, our commitment is to go the extra mile to set us apart. We take a personalized approach, to solidify our position as a trusted partner.
“We really just customized everything to what they would need to make it as easy as possible for our client,” said Chapman.
If you are in a similar situation or have questions about your current policies, reach out to someone on our team at threearbor.com!
