kite What Sets Us Apart?

Become an Agent!


Combined, SUM Principals have over 115 years experience in providing support and service to Independent Insurance Agents. We have heard you and focused many of our investments of time and money into the areas you have told us are critical to your success.

Quick turnaround and responsive customer serviceYour time is valuable.  That is why SUM not only offers quality service and advice, but a quick turnaround and responsive customer service as well.  From your initial inquiry to the signing of the contract and beyond, you can expect friendly, superior service. Your customer service experience is no longer hit or miss.

We get the service right every time. We have dedicated many hours to the efficiency of our process, and have worked tirelessly on our online system to ensure our agents receive quotes and notifications as efficiently as possible. Moreover, we don’t stop there – we look forward to your feedback and we continue working to improve your experience every day!

Seamless Technology Integration

A key principle we have built into our approach is that of a customized fully integrated technology solution. We are excited with the outcome of our efforts and fully expect you to let us know what you like and where we can continue to improve your experience.

Features include:

  • Contact Management
  • Fully Integrated Quote Tracking
  • Policy Management
  • Claims Details
  • Website Integration
  • Automation & Adaptability
  • Focus on a simplified yet efficient experience while delivering value to the agent base

Ongoing Agent Education 

  • Training agents in the liability product areas
  • Training tools include videos on the products and how to sell them
  • Identifying new opportunities and penetrating existing agent customer portfolios is a key outcome of the training plan
  • Many of the training support tools are available on our website