Thank you for contacting Philleo Agency Insurance. We appreciate the opportunity to learn more about your insurance needs and look forward to helping you protect what matters most. We follow a proven process designed to provide personalized recommendations and exceptional service:
What Happens Next?
Our team will be contacting you as soon as possible during our business hours by phone (preferred) and/or email for a conversation so we can better understand your specific situation and goals.
- Information Gathering – we will collect some additional details upfront helps streamline the process and ensures we can provide the most accurate and personalize coverage options for your needs.
- If you have not already provided this information, please have the following available to help us prepare your proposal:
- A copy of your current insurance coverage (preferably emailed to superagent@philleo.com
- Dates of birth and driver’s license numbers for all drivers in your household
- Social Security numbers for the named insured(s) only
- Vehicle Identification Numbers (VINs) for all vehicles
- If you have not already provided this information, please have the following available to help us prepare your proposal:
Once We Have All the Necessary Information, We Will…
- Risk Evaluation – We review your potential exposures and insurance needs
- Customized Proposal – We work with our carriers and underwriters to prepare tailored recommendations for you
- In-Person Review – We will reach to out to you to set an appointment to go over our proposal, explain your options, provide guidance, and answer your questions
- Decision & Onboarding – We make the transition to your new policy simple and seamless
Our Commitment to You…
- Ongoing Relationship – We continue to provide service, support, and advice
- Referral & Advocacy – We work on your behalf and strive to earn your trust and referrals
We look forward to speaking with you soon!
Philleo Agency Insurance
superagent@philleo.com
262-432-4200
