Here are some answers to your Frequently Asked Questions.
1. What if I lost my agent but I want to stay with my current insurance company?
Answer: Call us! We're an independent agency, and our carrier lineup is always evolving. There is a great chance that we represent your current company. If not, we can still offer options so that if you ever do decide to shop around, you'll have a good idea of where you stand.
2. I'm insured through Mutual of Enumclaw and I like the idea of a regional company that understands our needs here in the Northwest. Can you help me?
Answer: M of E is an excellent company. However, did you know that there are other great regional companies that are committed to Oregonians as well? Recently, through Oregon Mutual Insurance Company (McMinnville, Oregon), we helped a former M of E client save $73 per month on their home and auto package! We also saved another home & auto client $347 per year by placing their policy through Sublimity Insurance Company (Sublimity, Oregon). Sometimes it just pays to shop!
3. I own a business and I need an agent that can give me coverage for several different types of insurance. Additionally, I don't want to run all over town chasing different agents trying to find answers. After all, I have a business to run! What can you do for me?
Answer: We have been working closely with business owners since 1984! Whether you need help with your Business Insurance, Group Medical Benefits, Workers Compensation, Bonds.... we have the expertise to get the job done. Additionally, we represent some of the largest and most competitive insurance companies in the world. Whether your business is large or small, we can provide you with creative options and quality solutions so you can focus on building your business.
4. Every time I call an insurance agent, I feel like I'm getting "sold". All I want is for someone to give me advice, show me some competitive options, and give me the room to make a decision without the constant pressure and sales tactics. How are you different?
Answer: We hate that too! Therefore, you won't get that run-around from us. As the owner of the agency, you have my word on it. We have been in this business far too long to mistreat our valuable clients. When you contact our agency, you can expect these things:
a) Unless our lines are full, a human will answer the phone. A NICE human.
b) When you visit us you will be treated like royalty. Whatever image you have of a typical insurance office, forget it. After your first visit, you'll WANT to come back!
c) You will get personal attention from a TEAM of experienced specialists that can take care of your needs. We will provide options and offer suggestions. If you already have a better deal, we'll tell you. Then we'll educate you on how you can get the most benefit from your insurance dollar. We'll do it right.
d) Consultations are FREE. You will not be pressured to buy anything. You will be treated with courtesy and respect, and you will certainly have the opportunity to make a quality decision before moving forward.
Thank you for asking!
~John Petrie & Aaron Smith, Agency Owners
The Summit Group of Oregon. More Choices. Better Results.
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Friday
Sunday
Consumers Seeking Options
Captive Policyholders - If you are currently insured through a captive national insurance company, ie: through an agent that can only offer you one insurance carrier option and you want more choices, we have what you're looking for!
State Farm, Farmers, American Family, Allstate, etc, are all good companies. Unfortunately, no single insurance company can be all things to all people, nor can one company be the best fit, year, after year, after year. Rates change, coverages change.... it's inevitable. Change is in your control.
You have choices.
Consumers Seeking Options - Your rates are going up without a reasonable explanation. Your insurance company is renewing your policies with higher deductibles without your consent. Your group health benefits premiums are rising out of sight. You had a claim and feel like you weren't treated fairly. You don't receive the respect you deserve. You feel like insurance is nothing more than "legalized extortion". You don't have to sit back and take it!
You have choices!
The last thing you need is to be left trying to problem solve your own insurance program. Many policyholders will accept their fate even though they know they can do better. Others will try the national 1-800-GOOD LUCK number and hope for the best. For those that want more personal attention, The Summit Group of Oregon has several options for you.
Our Solution
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State Farm, Farmers, American Family, Allstate, etc, are all good companies. Unfortunately, no single insurance company can be all things to all people, nor can one company be the best fit, year, after year, after year. Rates change, coverages change.... it's inevitable. Change is in your control.
You have choices.
Consumers Seeking Options - Your rates are going up without a reasonable explanation. Your insurance company is renewing your policies with higher deductibles without your consent. Your group health benefits premiums are rising out of sight. You had a claim and feel like you weren't treated fairly. You don't receive the respect you deserve. You feel like insurance is nothing more than "legalized extortion". You don't have to sit back and take it!
You have choices!
The last thing you need is to be left trying to problem solve your own insurance program. Many policyholders will accept their fate even though they know they can do better. Others will try the national 1-800-GOOD LUCK number and hope for the best. For those that want more personal attention, The Summit Group of Oregon has several options for you.
Our Solution
- We offer a free, no-obligation meeting with our agency owners to help you discover if we are the right fit for you. You are welcome to interview our staff as well.
- Options, choices, and creative solutions. It's what we do! We represent over 100 insurance companies, so whether you want to stay the course or investigate other options, we have the resources and commitment to not only get it done, but get it done at the right price.
- Policies within your insurance program all fit together. We can manage all your policies, provide you with all available discounts, and reduce the risk of coverage gaps.
- Business Insurance, Workers Compensation, Health & Dental Benefits, Life Insurance, and Personal Home & Auto Insurance -- We do it all!
- Our experienced staff includes a balanced blend of former company underwriters, agency account managers, customer service specialists, and home grown talent. The owners, John Petrie and Aaron Smith have been serving Willamette Valley policyholders since 1984 and 1992 respectively, and will be here for many years to come. We're here for your community. We're here for you.
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Saturday
Disconnected Policyholders
The economy is taking it's toll on everybody. Businesses are tightening their belts and unemployment is high. Insurance agencies and individual agents are not immune to the squeeze. Large agencies have left town. Formerly viable agencies have been swallowed by large out-of-town corporations. Some insurance agents have lost their jobs and others have left the business. Do not panic.
You have choices.
The last thing you need is to be left trying to figure out your own insurance program. We do what we do so you can do what you do. If you find yourself wondering where to find help, look no further.
Our Solution
Many policyholders will accept their fate and try to fly solo. Others will try the national 1-800-GOOD LUCK number and hope for the best. For those that want more personal attention, The Summit Group of Oregon has several options for you.
The Summit Group of Oregon. More Choices. Better Results.
.
You have choices.
The last thing you need is to be left trying to figure out your own insurance program. We do what we do so you can do what you do. If you find yourself wondering where to find help, look no further.
Our Solution
Many policyholders will accept their fate and try to fly solo. Others will try the national 1-800-GOOD LUCK number and hope for the best. For those that want more personal attention, The Summit Group of Oregon has several options for you.
- We offer a free, no-obligation meeting with our agency owners to discover if we are the right fit for each other. You are welcome to interview our staff as well.
- Many policyholders will be able to partner with The Summit Group of Oregon and still retain their current insurance company. For example, if you are insured with the Liberty NW/Safeco group of companies, you do not need to switch carriers in order to work with us.
- Options, choices, and creative solutions. It's what we do! We represent over 100 insurance companies, so whether you want to stay the course or investigate other options, we have the resources and commitment to not only get it done, but get it done at the right price.
- Our experienced staff includes a balanced blend of former company underwriters, agency account managers, customer service specialists, and home grown talent. The owners, John Petrie and Aaron Smith have been serving Willamette Valley policyholders since 1984 and 1992 respectively, and will be here for many years to come. We're here for your community. We're here for you.
The Summit Group of Oregon. More Choices. Better Results.
.
Wells Fargo Policyholders
March 2010 - Wells Fargo Insurance Services has announced they are closing their Salem, Oregon office. Larger business clients will be serviced out of their Portland and Seattle offices, while smaller business clients will be serviced out of Minneapolis, MN. They will attempt to service all other policyholders out of additional service centers across the country.
Read the Statesman Journal press release here: Wells Fargo Insurance Services Closes
We are not interested in putting down our competitors, nor do we want to create drama where it doesn't exist. In early February 2010, rumors started that the Wells Fargo agency was closing. As a professional courtesy to Wells Fargo, their policyholders, and their employees, we made the decision to wait for the formal announcement before offering our services to area policyholders.
Wells Fargo provided a quality service, and employed a number of quality people that were ultimately let go. We are hopeful our agency will have a position for some of the 24 now former employees, which includes the entire agent force and service staff.
Our Solution
We recognize that many policyholders will accept their assignment to national service centers. For those that want more personal attention, The Summit Group of Oregon has several options for you.
The Summit Group of Oregon. More Choices. Better Results.
.
Read the Statesman Journal press release here: Wells Fargo Insurance Services Closes
We are not interested in putting down our competitors, nor do we want to create drama where it doesn't exist. In early February 2010, rumors started that the Wells Fargo agency was closing. As a professional courtesy to Wells Fargo, their policyholders, and their employees, we made the decision to wait for the formal announcement before offering our services to area policyholders.
Wells Fargo provided a quality service, and employed a number of quality people that were ultimately let go. We are hopeful our agency will have a position for some of the 24 now former employees, which includes the entire agent force and service staff.
Our Solution
We recognize that many policyholders will accept their assignment to national service centers. For those that want more personal attention, The Summit Group of Oregon has several options for you.
- We can offer you a no-obligation meeting with one or both of our agency owners to see if we are the right fit for each other. You are welcome to interview our staff as well.
- Many policyholders will be able to partner with The Summit Group of Oregon and still retain their current insurance company. For example, if you are insured with the Liberty NW/Safeco group of companies, you do not need to switch carriers in order to work with us. We represent most of the carriers offered by Wells Fargo - and then some - and you DO NOT have to wait until your renewal to make the switch to our agency.
- Options, choices, and creative solutions. It's what we do! We represent over 100 insurance companies, so whether you want to stay the course or investigate other options, we have the resources and commitment to not only get it done, but get it done at the right price.
- Our experienced staff includes a balanced blend of former company underwriters, agency account managers, customer service specialists, and home grown talent. The owners, John Petrie and Aaron Smith have been serving Willamette Valley policyholders since 1984 and 1992 respectively, and will be here for many years to come. We're here for you.
The Summit Group of Oregon. More Choices. Better Results.
.
More Choices. Better Results.
The Salem insurance marketplace has seen large insurance agencies leave our community, smaller agencies get purchased by larger out-of-town corporations, and some agents merging or simply going out of business altogether. Where does this leave the policyholder?
You have choices.
At The Summit Group of Oregon, you are not a number. We care about you, your families, and your businesses. We know you work hard to meet your responsibilities. We know that you spend real money on your insurance, and it's expensive. We understand. You deserve better.
For information more specific to your needs, please select from the following links:
1. Wells Fargo Policyholders - Select if you are a current Wells Fargo Insurance Services policyholder, or if you would like more information on the status of Wells Fargo's departure from Salem
2. Disconnected Policyholders - Select if your agency has been purchased, moved, merged, or if you no longer have an agent to service your insurance policies
3. Consumers Seeking Options - Select if you are currently insured through a captive national insurance company (through an agent that can only offer you one insurance carrier option and you want more choices); or if you're simply searching for a way to save money, improve products and services, or both!
4. Frequently Asked Questions - We have the answers you need.
Our intent is to provide the best possible insurance solutions for Willamette Valley businesses and individuals. Our focus is on you and your needs. If you're not getting what you feel you deserve or if you're just interested in identifying your options, contact us today!
The Summit Group of Oregon. More Choices. Better Results.
.
You have choices.
At The Summit Group of Oregon, you are not a number. We care about you, your families, and your businesses. We know you work hard to meet your responsibilities. We know that you spend real money on your insurance, and it's expensive. We understand. You deserve better.
- We're locally owned and hire local, experienced staff to serve you.
- We represent over 100 different insurance companies in all areas of insurance. More Choices.
- We find creative ways to mange your policies. Better Results.
- We're financially stable and our roots are in the community. We're not going anywhere.
For information more specific to your needs, please select from the following links:
1. Wells Fargo Policyholders - Select if you are a current Wells Fargo Insurance Services policyholder, or if you would like more information on the status of Wells Fargo's departure from Salem
2. Disconnected Policyholders - Select if your agency has been purchased, moved, merged, or if you no longer have an agent to service your insurance policies
3. Consumers Seeking Options - Select if you are currently insured through a captive national insurance company (through an agent that can only offer you one insurance carrier option and you want more choices); or if you're simply searching for a way to save money, improve products and services, or both!
4. Frequently Asked Questions - We have the answers you need.
Our intent is to provide the best possible insurance solutions for Willamette Valley businesses and individuals. Our focus is on you and your needs. If you're not getting what you feel you deserve or if you're just interested in identifying your options, contact us today!
The Summit Group of Oregon. More Choices. Better Results.
.
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