The concept of the agency is to offer their clients the right insurance, at the right price, with the right carrier. SAX Insurance Agency makes all of their professional recommendations based on the individual client.
Our Process
Making First Contact
Whether it is through our website or with a licensed SAX Insurance Agency representative on the phone, we identify the insurance needs of our clients.
Asking the Right Questions
Our online forms are designed to gather the appropriate information the first time so our follow-up contact with you is as thorough and fulfilling as possible. We know your time is valuable.
Proceeding at Your Speed
Once you have had the opportunity to review our recommendations, we will give you some time to decide if you'd like to move forward and how.
Some decisions, especially multi-needs or commercial needs take some time.
Making a Decision
There are many ways we can move forward. Depending on your preference, we can meet face-to-face, or in many cases, we can conduct business over the phone, through email, fax, or traditional mail. With the increase in technology and our busy lives, it has become easier to streamline our processes, down to one or two meetings; with follow-up communications by phone, email, or our website.
Ongoing Support
Our goal is to make you our client and KEEP you as our client. We want to be available as a resource for your insurance needs.
Agency Services
We are dedicated to servicing your account and committed to continued education in insurance principles, practices and procedures. We will:
Work with you to identify the insurance services that are right for you, your family or your business and use our access to multiple companies to deliver the best products suited for your coverage.
Explain the coverages and options available to you.
Use our experience and multiple company relationships to customize your coverage as needed and provide a competitively priced proposal.
Provide certificates of insurance and policy endorsements.
Guide you through the claims process for a prompt and fair resolution of your claim.
Help solve problems related to your coverage or account.
Review the adequacy of your insurance program.
Return your phone calls and e-mails promptly and respond to your requests in a timely manner.
Conduct our business in an ethical manner.
Treat you with courtesy and respect.
SAX Insurance Agency
635 Camino de los Mares, Suite 314
San Clemente, CA 92673