Our Process
Introductory Discovery Call
Our initial conversation is a chance to connect. We’ll introduce ourselves and most importantly, listen to what is on your mind. From there we’ll decide whether to schedule a ‘Consultation’ — in person, over the phone or virtually — to explore your needs in greater detail.
Consultation
This comprehensive conversation allows us to gain a clear understanding of how you, your family or your business are structured today. We’ll carefully assess your current situation, discuss your priorities, long-term goals, and gather the necessary details to design a tailored strategy. A follow-up meeting will then be scheduled to present thoughtful, personalized, recommendations, ensuring you’re equipped to make informed decisions with confidence.
Policy Assistance & Review
We’re here for more than setting up policies — we’re here to support you throughout the life of your coverage. Whether you need to make updates like a new address or beneficiary, adjust your payment schedule or handle a claim, we’re ready to assist. We also provide annual reviews to ensure your policies stay on track with your evolving needs.
Paradise Assured Insurance Agency serves clients throughout New York, Florida, New Jersey, Connecticut, Arizona, Tennessee, Indiana, Delaware, and West Virginia - by phone, virtually, or in person.