We’d like to welcome our newest clients, the Gould Family. It has been our pleasure to increase their coverage, consolidate their carriers, and offer them substantial savings. And as always…we helped them and we can help you too!
Meet Trevor Gould. Business Development and Sales professional, Trevor is responsible for all new commercial paving and sealing projects. As many of us know, new business sales is hard work! Therefore, we can appreciate his resilience and successes. Similarly, his wife, Candice, not only is a store manager for Lululemon, but she is a new mother to their beautiful little girl, Chandler. Being a Mom is a job in itself and we commend you and all working Moms.
Our success with the Gould Family began with a gap analysis on their current and recommended limits of insurance. Through this we recognized areas where increase in coverage was necessary, strategies to consolidate carriers, and put together an updated portfolio with significant savings. The products, services, and benefits to our review include the following:
- Homeowners Insurance – 30% Increase in Limits
- Auto Insurance – 30% Increase in Limits
- Risk Management
- Carrier Consolidation
- Multi-line Discounts – 25% Savings
- Policy Management & Consolidation
Thank you to The Gould Family for their trust and business. We value them as clients and great people!
To learn more about how you can save on insurance while increasing your coverage, please contact OAK Insurance Solutions.
CALL) 626.775.7850
TEXT) 626.818.8987
EMAIL ME HERE
