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    • Home
    • About Us
    • Insurance
    • Ind Ins Manager
    • Farmers Insurance
    • Customer Service
    • Contact Us
    • My Blog
  • Home
  • About Us
  • Insurance
  • Ind Ins Manager
  • Farmers Insurance
  • Customer Service
  • Contact Us
  • My Blog

INDEPENDENT INSURANCE MANAGER

Do you own your own business? Do you have fleet vehicles? Multiple drivers? Do you ever wish that you had an employee to handle your insurance, mainly just at renewal time? But you don't have the need to hire an employee for just that? I am here to help! 

Contact me today to Schedule a Consultation and Estimate for only $40.00.


Services Offered

Organization

I'll come in and organize your Insurance on a USB drive or your Cloud Storage. One-Time Service.

Driver Organization

Create Spreadsheet with Drivers Name, DOB and DL# along with any other required info you need. 

Fleet Vehicle Organization

Create Spreadsheet with each Vehicle Year, Make, Model, VIN, Primary Use, Driver Assigned and Proof Of Insurance.

Certificate Organization

Do you have Agreementss that need Certificate of Insurance or Additional Insured? I will Create a spreadsheet and file to contain all Contracts and Certificates together.

Account Organization

I will create a spreadsheet to track all policies and create a digital file with all Dec Pages and Important Information that is needed for the policy. 


Renewal Services

I will gather the info needed to process your renewal, obtain renewal quotes, or conduct annual policy audits.

Process Renewal

This service may include the Organization Services. Gather info needed for renewal and make sure all areas are up to date.

Renewal Quotes

This service may include the Organization services. This may also include renewal processing. I will gather info needed and shop your insurance.

Policy audits

This service may include the Organization services. Complete policy audit on your behalf. 

*You do not need to be a current client of my Agency. **There is no obligation to obtain quotes from my Agency during the Renewal Quoting Service.(Although it would be appreciated.)

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S & J Family Insurance LLC

3710 SE Capitol Cir, Ste A, Grimes, IA 50111, United States

515-253-0207

Copyright © 2022 S & J Family Insurance LLC- All Rights Reserved.

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