60 Minute Insurance Consultation
Focused, independent guidance — without a full engagement
$125.0060 min
60-Minute Insurance Strategy Consultation
This focused one-on-one session is designed for people who want clear, professional insurance guidance without committing to a full-service engagement.
We’ll use the hour to walk through your situation, identify issues or opportunities you may not be seeing, and discuss practical next steps based on how insurers actually underwrite and price risk.
This consultation is advisory in nature. There is no sales pressure, no scripts, and no obligation to continue beyond the session.
What this session is ideal for
• Reviewing a current policy or renewal
• Understanding why your pricing or coverage changed
• Identifying gaps, overlaps, or unnecessary coverage
• Getting clarity before shopping or switching carriers
• Pressure-testing decisions you’re already considering
What to bring
• Your current policy or renewal documents (if available)
• Any recent quotes or carrier communications
• A general sense of what you want to improve or understand
What would you like to focus on during the call
Briefly describe what you want help with so the session can be tailored to you.
How it works
• 60-minute video or phone call
• Online meeting link provided after booking
• One focused session, no ongoing obligation