Between the five of us we have been partnering with Independent Insurance Agents for over 115 years, practicing many of the same philosophies for building long term relationships anchored by trust and mutual respect with our Agents and Carriers. We understand how to work hard every day to keep the trust you put in us when collectively serving your customer.
SUM embraces innovation by providing customized technology that streamlines your workflow and makes working with us easy and efficient. In addition, we create new products with our carrier partners that address market opportunities within our Agent Network.
SUM focuses on product education – not just the basics, but rather how SUM can help you sell and penetrate your customer portfolio. We help you to uncover opportunities within existing customers and to develop new ones. We have various training tools, including videos of our team members speaking about “how to sell.”
SUM is a service driven organization with strong technology and processes backing it up. Our principals have done this before. We know how to build, invest, stick to our core values, execute, adapt to the market, deliver and WIN! Let us show you how SUM can bring value to your Team.