Our process is unique to our agency.
At The Juris Agency, the difference is in the process.
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For those who want more than just a quote, The Juris Agency has adopted a process to better manage your risks. Often this sort of approach is used in corporate settings or reserved for only the extremely wealthy clients. These steps will be far more constructive than issuing a policy and forgetting about it until you have a claim or the bill is due. We believe it will offer more comprehensive coverage and a greater return on your investment.
We follow carefully designed procedures and are constantly making improvements.
We want what you likely want—to receive the service that you expect when you need it. To meet that expectation requires communication and clarity. Questions need to be asked and accurate answers need to be provided. Here is how we do that.
We follow carefully designed procedures and are constantly making improvements.
We want what you likely want—to receive the service that you expect when you need it. To meet that expectation requires communication and clarity. Questions need to be asked and accurate answers need to be provided. Here is how we do that.
Scan Environment
This step entails getting to know about you. Whether it is a household or a business, scanning the environment simply means finding out more about what is going on today and what you have planned tomorrow.
Identify Risks
While some risks appear unexpectedly, others can be identified through various methods. The difference here is that the policy is not written just to match what the previous agent did.
Analyze Risks
These risks are then analyzed and discussed with you. This analysis includes a better understanding of the source, cause, likelihood, and potential losses associated with these risks.
Treat Risks
Together, we determine how to move forward. With a better understanding of what you face, a decision is made to avoid, modify, transfer, or retain the risk. Notice that only one of these four options is to buy a policy (transfer). The other three are a service provided by an advisor, not a sales agent.
Monitor and Review
Once the account is issued the service simply continues and this cycle repeats. The agency monitors your policies and checks in periodically for any changes to your risks.
This is the Juris way of doing business. Yes, we are an independent agency but it goes beyond that. As I speak to others about insurance, they often have had the same agency their dad used and haven’t heard from the new guy that took over other than when they pay the bill. This is not risk management. It’s hardly service at all. Insurance should be better and we are working hard to make that happen.
I ask that you consider retaining the services of someone who will enjoy working for you and works to insure your needs. If this sounds like something you want, look no further than The Juris Agency.
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As an independent agency, we are here to help you find the right coverage.
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As an independent agency, we are here to help you find the right coverage.
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- Fill out the form, we’ll be in touch.
- Go over your options with an agent.
- Get the coverage you need.