We believe a successful insurance program begins with a close partnership between client and broker. By thoroughly understanding your business, we can present your company in the best possible light to insurance underwriters. By understanding your philosophy toward risk management, we can design a program with the most appropriate risk/reward scenario. During the initial dialogue, we identify your needs and expectations so we are sure to meet them. Rather than feeling adrift, allow our firm to navigate the insurance markets for you.
Our marketing philosophy is to present your account accurately and favorably to the insurance market. We encourage you to participate in the process, because we believe this approach helps you develop relationships with the carriers that have long-term benefits for you.
Our team maintains relationships with carriers and underwriters, both domestically and globally, which are based on trust developed over decades of cooperative interaction. Underwriters are much more apt to provide the best terms possible to professionals they trust. This trust is not developed overnight, but instead is gained over a long period of time. We make the best use of the global marketplace to obtain the most advantageous terms, conditions and pricing for you.
Beth Underwood (Principal/Agent for Underwood Agency, Inc., DBA Compass Pointe Insurance)
has represented our Condo Association for the past 5 years. The Association Board has periodically
sought bids from other agents, and I strongly feel that no other agency could compare with her
personalized, professional, and honest service and her tenacity in seeking the best insurance
coverage with top service providers for our Association at the best cost.
She is personable, and very knowledgeable on the insurance business (keeping up with trends, new
industry standards, legislation). She truly cares about the clients she represents. Beth is the BEST.
Give her a call and let her show you what she can do for your Association!
Janet (Association Board Member)