4.0
Aug 30, 2017
Anonymous employee
Current employee, less than 1 year
Recommend
CEO approval
Business outlook
Pros
Truly unique high net worth agency that is genuinely focused on providing outstanding service to its clients through a comprehensive portfolio of carriers. The focus on customer relationships cannot be denied!
Cons
Newer agency management system means inconsistency in work flows and procedures. This is a learning curve that management is actively addressing.