FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing varies depending on the type of insurance or financial service requested, coverage needs, and carrier options available. My goal is to help clients compare quality options that fit their budget while providing clear explanations and honest guidance throughout the process. Many consultations and insurance reviews are complimentary, and there is never any pressure or obligation.
- What is your typical process for working with a new customer?
I start by learning about the client’s goals, concerns, budget, and current coverage or financial situation. From there, I help explain available options in a simple and educational way so clients can make informed decisions. Once we identify the best fit, I assist throughout the application or enrollment process and remain available for ongoing support and questions afterward.
- What education and/or training do you have that relates to your work?
I have over 18 years of experience in customer service, banking, financial services, and insurance. My background includes working in financial institutions as well as helping individuals and families with insurance and retirement planning solutions. I am licensed in Texas for Life, Health, Medicare, Auto, Home, and other insurance products, and I continue to stay informed through ongoing training and industry education.