Pinney Insurance Center

I have worked with Pinney over the years and have always found them to be very competent, pleasant and incredibly responsive. In our business, that's the most important factor, communication is the key to my success... In the recent months, Pinney has stepped up to improve their electronic platform and I was slow to get on board and my only regret is that I didn't place more business with them back in the spring.. I have multiple cases flowing thru as we speak and could not be happier with the process and the people.. I want to recognize a few of the many who have been instrumental in my success.. Seth(problem solver), Kim(Sr. Case mgr), Tanja(licensing & contracting) have made my life so much easier with their knowledge and service.. Cheers to another successful year, I appreciate you a

When making the move from solopreneur to working with a team, I asked myself if they can be strong where I am limited (e.g. in time, resources). I asked if they could help me scale my business and grow revenue without losing the “bedside manner” that my clients have come to expect…? Today I received a resounding YES to all of my questions. Paulette helped me to wow a client by beating the previous proposal in value, flexibility and STRATEGY. I knew the client would have questions. I needed to make sure I was looking out for her long-term best interest and to also make sure we talked about how to position the policy for her legacy planning needs. Paulette anticipated my questions and came back with such a thorough answer that I could rest easy knowing that my client was still in good hand

Pinney has been an outstanding partner! Their support has been crucial to the success of our business. They have a rockstar staff that processes our backend so we can spend more time helping clients. Their CRM (Insureio) makes it easy to keep track of our business in real time. They've always been eager to help our business grow. Communication and responsiveness has been superb at all levels. We highly recommend Pinney!

These guys are awesome. The support, and help you get from them is excellent. They are there for you every step of the way and supply you with great tools to help you be successful. Special shout out to Joshua, Emily, and Amber. Thanks for everything.

Pinney Insurance is an extraordinary team of individuals to work with. I have been a licensed agent since 1996 and am so impressed with their value added services. Pinney's combination of work ethic, consistency, professionalism, knowledge, and "aim to please" attitude are unmatched in our industry. In addition, their Insureio CRM makes it so easy to submit and follow up on your cases. Their team will help you and your clients complete applications, obtain pending requirements, send policies and obtain final requirements to place policies inforce. This back office support is an incredible value and saves significant time & money for agents while providing clients with top notch service.