Our Advantages
We understand that an insurance agent’s role is primarily that of a communicator, counselor, and facilitator. We commit to provide our customers with clarity throughout the insurance sales process, offer relevant and suitable advice, and deliver what the customer expects from the products sold to them.
We offer perfectional evaluation and assessment of different types of insurance based on our customers’ requirements and budgets, while providing our customers with sound financial advisory services and customer support. Our customized insurance programs are perfected for individual customer needs. We will ensure all policy requirements are fulfilled, including assistance in the completion of all appropriate forms.
Services Content
Walk-in / Virtual Consultation
- Provide your date of birth, job description, and an insurance budget per month or year before meeting with your insurance broker.
- We will have a selection of the best options for your consideration based on your requirements and budgets.
- We will ensure your policy requirements are fulfilled, including the completion of the appropriate forms.
Virtual Consultation
- Same as above, One-hour online Zoom meeting
Traffic Accident Mediation
- The case will be processed after you fill out the "Letter of Authorization" for Mediation Agreement
- Assign a professional insurance personnel to coordinate with traffic accident-related personnel and the police to provide your statement, clarify the responsibility for the accident, file expedited claims, attend mediation appointments, and reach a settlement.
Packages Review & Quotation Translation
- Provide Chinese - English Translation
- Review the package and select the best option for you.
