Comprehensive Process

The McGriff experience

With McGriff, there is an exceptional level of professionalism, in-depth knowledge and perhaps most important, proactive attention to the needs of you and your family as they evolve and change over time. We listen to you, pay attention to your priorities, and focus on the things you value. 

Our step-by-step-process

Combining decades of experience with our insurance carrier resources, we're able to deliver customized, insurance-based financial solutions that minimize your risk and maximize your security.

We gather information about you and your family

  • We will have a detailed conversation about your goals, priorities and assets
  • We will also look at your current insurance coverage to determine where there are gaps or overlaps

We will prepare your insurance plan

  • We will work with insurance providers for the best solution for your needs

You will receive a comprehensive proposal

  • The proposal will address your needs and present our recommendations

Review and update

  • We will review your insurance program on a schedule that meets your needs
  • We will discuss any changes you have incurred and your plans for the future

No matter where life's journey takes you and your family, we're with you every step of the way. 

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Insurance products and services offered through McGriff Insurance Services, Inc., a subsidiary of Truist Insurance Holdings, Inc., are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may go down in value.

McGriff Insurance Services, Inc. CA License #0C64544.