Our philosophy at Insurance West is to build relationships and provide superior customer service. In the story of a couple who were referred to us, you'll see our philosophy in action.
We have the pleasure of working with many other agencies on referrals of clients that need help with their insurance needs. We have built trusted and solid relationships with our referring agents, and we're always happy to assist, as we did with a current client of theirs that carried their home, auto and umbrella policies. The couple's home was being sold because they were retiring and downsizing.. The couple were in the process of purchasing an older mobile home in a park, however the insurance needed for the home was something their agent couldn't sell them in a policy. Their agent contacted Jessie.
Jessie worked with the couple on their homeowners policy and was able to secure a replacement cost insurance policy. The referring agent still kept the couple's Auto and Umbrella Policy. Why? Because we do not cross sell to their clients.
We are happy to have our new clients and we wish them such happiness and relaxation in their new home after their retirement. We also were happy to work with their referring agent, there's no greater trust than getting a referral.