Client Review

At The Co-operators, our service doesn’t end with the purchase of your policy. We believe that excellent service and individual attention is the basis for a strong client relationship. We’re committed to providing you with ongoing advice and insurance and financial products designed to meet your needs.

The most effective way we can meet your changing needs is through our Client Review Program. It’s an excellent opportunity for us to meet and review your policies, personal information, insurance and financial needs. In addition to ensuring that all of your information is accurate, we also check for potential gaps in your coverage, discuss your investment and retirement goals, provide recommendations and make sure you’re getting all applicable discounts.

A typical visit takes about half an hour, but we’ll take the time you need to answer all of your questions. If you’re not available to come in, we’ll work with your schedule and communication preferences. We can visit your home, set up a meeting over the phone, have a teleconference, or we can exchange information by email. It’s your choice!

You don’t have to wait until your policy renewal to set up an appointment. You can get in touch with us whenever you have a question or when your circumstances change; for example, if you’ve made additions to your home, if there’s a new driver in your household, or if there have been any other changes to your insurance or financial needs, our advisors will be there to answer your questions.

Connect with us today to schedule your Client Review.