That is why we developed the Meridian Annual Reachout(TM) for each and every one of our clients. So we can get an update on your priorities and anticipate the changes life brings.
Meridian Annual Reachout is a process that identifies important facts and reveals answers that ensure proper and total coverage for you and your loved ones.
How it works:
STEP #1 We contact you and say “Hi!, How are you? How about we set up some time to touch base on your policy before it is time to renew?”
STEP #2 We meet with you and/or your loved one(s) to go over your current policy and ask questions that help determine if anything has happened in the past year or may happen in the near future that might affect or change your insurance needs. The short and pain-free (we promise) subject matter can include:
- Valuable Articles
- Recreational Vehicles
- Antique Autos
- Workers’ Compensation
- Life Insurance
It is in the walking through of the above with your Meridian representative that the magic happens. We make sure to touch base on any and every subject that could effect your coverage. And we identify how and where to make adjustments accordingly.
STEP #3 After the above discussion is concluded, your Meridian representative will prepare a recommendation for your policy needs and get back to you with the details. We often find that better and more thorough coverage can be obtained at similar or even less cost to you!
STEP #4 Your policy is bound and you sleep like a baby (one that sleeps really well).
Let us reach out to you and help anticipate what life may bring. We want to minimize your risk to your business, your property, your family and your lifestyle. We sell only that which we would buy for ourselves.