Client engagement that promotes your brand

Create relationships with your clients, not just policies.

Provide a Personal Concierge to help them shop and set up a security system that qualifies them for homeowners insurance discounts.

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“Keith was personable and knowledgeable. An unexpected pleasantry when buying insurance.”

Patricia

Van Buren, AR

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“Brian was absolutely brilliant to deal with. A breath of fresh air and clarity in all the confusing company and brand messages of trying to find the right monitored security system for my home. I’m so pleased my insurance agent made the introduction, Brian is a real credit to your business.”

Tracey

Prosper, TX

“I had forgotten that I received this service through my insurance but was extremely pleasantly surprised to have all of our utilities, internet, and home security set up within a day or two of Cedric calling. By far the most helpful part was the research into the various home security and internet options that Cedric did ahead of time. Who knows how much time that saved me.”

Emery

Durham, NC

Add a Concierge to Your Client Experience

A Personal Concierge will contact your clients on your behalf to help them get the best smart home security system for their needs. We’ll also help them set up all the other services they will need for their new homes with one point of contact for all questions.

We understand the importance of providing choice to your clients. We shop the market to match your customers with the best providers, products and services available.