Client Review – It’s All About You!

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We always recommend a client review at least once a year. Our team wants to get to know you and ensure that you know us too! An annual review is an opportunity for you to ask any questions that you may have  (you can contact us at anytime to ask questions, of course) as well as review your current coverage. It also allows us to make sure that our information is up-to-date and that your current needs are being met.

 

At O’Reilly Insurance Ltd, our service doesn’t end with the purchase of your policy. We believe that excellent service and individual attention is the basis for a strong client relationship. We’re committed to providing you with ongoing advice and insurance and financial products designed to meet your needs.

 

The most effective way we can meet your changing needs is through our Client Review Program. It’s an excellent opportunity for us to meet and review your policies, personal information, insurance and financial needs. In addition to ensuring that all of your information is accurate, we also check for potential gaps in your coverage, provide recommendations and make sure you’re getting all applicable discounts.

 

A typical visit takes about half an hour, but we’ll take the time you need to answer all of your questions. If you’re not available to come in, we’ll work with your schedule and communication preferences. We can visit your home, set up a meeting over the phone, or we can exchange information by email. It’s your choice!

 

You don’t have to wait until your policy renewal to set up an appointment. You can get in touch with us whenever you have a question or when your circumstances change; for example, if you’ve made additions to your home, if there’s a new driver in your household, or if there have been any other changes to your insurance or financial needs, our advisors will be there to answer your questions.

 

Our client reviews are all about you! Connect with us today to schedule your free, no obligation Client Review.

 

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