At our ProVisors meeting, one of the standout best practices is sharing real stories of how another member has stepped up to support a client—or even one of us. This morning, Gary Leneway delivered an incredible testimonial about how Brian Trouette truly saved the day.
For roughly the same premium the client had been paying, Brian uncovered gaps, secured better overall coverage, added an umbrella policy, and discovered that the client’s third vehicle wasn’t even insured when another driver was using it. Brian reviewed everything, filled the holes, and ultimately provided significantly more protection for essentially the same cost. That’s the kind of diligence and client care that sets professionals apart.
Who has delivered exceptional service in your world that deserves a shout-out today?