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Getting Started

First Meeting

The first meeting is a “let’s-get-to-know-each-other” meeting. I really want to listen, take notes, and understand your situation.

What’s most important is that you’re in an environment that makes you comfortable.

I’m happy to sit down and talk with you in person or voice to voice. For example, would you like me to come out and see you? Would you like to come to our office? Would you like to talk over the phone? We can get together wherever is easiest and most comfortable for you

We have some clients who just want to talk over the phone. If that’s your situation, I don’t want to be intrusive on your time. We can set a phone appointment, so I can call you at that time.

Some clients want me to come out and see them, while others want to see our office environment, so they come to our office.

What to Expect at the First Meeting

It’s a get-to-know-each-other meeting. After we chat for 2 or 3 minutes and get comfortable and settled, we explore how I can help you.

Because you generally have an idea of what you already want to talk about, I’ll let you start. Likely, that’s why you’re talking with me. 

In order to understand what your coverage needs are, I do ask probing questions. As a result, I want to know more about your business.  Are you leasing a building? Do you own the building? How many employees do you have, and are they W2 or 1099 employees? 

At this stage, I’m not offering any recommendations or advice. My job is just to sit, listen, take notes, and really understand your situation.

Next Steps

Next, I map out a plan for the next meeting, because it’s never a one-meeting process usually.

To clarify, whatever your case is, whatever you need, we will do for you on your behalf over the next few weeks. During that phase, we are going to go out to several different companies. Ultimately, we’re going to give you some recommendations on coverage, some considerations.

Finally, we schedule another meeting to go over those with you, present you the offers, and give our coverage recommendations.


In summary, the first meeting is to get to know each other. My job is to be quiet, listen, take notes, really understand your situation and how we can help you. I give you an introduction and background to our firm and what our process is for the subsequent few weeks and what we are going to do. Finally, during the second meeting, we walk you through everything, and if we do have recommendations on coverage, we explain what those are

Contact Mike

For any inquiries or questions, feel free to contact Mike with the contact form.  

**Please note: If you are looking for an insurance quote or would like your insurance program reviewed, both are complimentary services at no charge.