• Being the trusted insurance advisor to our client, prospects & community.
• Having a fiscally responsible, well running organization, and making wise decisions in order to accomplish that.
• Communicating our messages clearly to our clients, prospects, carriers, and our team members.
• Being ethical in our decisions, recommendations and actions; doing the right thing the first time.
• Creating a fun & empowering environment in everything we do for our clients and team; we are a family, and we're a family friendly organization
• Looking at every situation from all perspectives (client, agent & carrier) before making a final decision.
• Leading with integrity & intention - we plan our work and work our plan.
• Worker smarter not harder and being resourceful to achieve our goals by being proactive and setting priorities.
• Team work makes the dream work; ask for help & collaboration when needed.