Why Use Trailstone

How can Trailstone Insurance Group help clients?
Trailstone Insurance works with more than 25 insurance companies. This means we are the best resource to shop your client’s insurance finding them the best rates and coverages with “A” rated insurance carriers.

Many of our current mortgage lending partners have found that a trusted, competent, insurance professional enhances their business and helps builds their benefit with the client.

Take a look at how we can help you serve your client better:

To start, we have great rates and coverages…

  • We work with more than 25 insurance companies- competition means lower prices!
  • We know how to find the right insurance carrier for the client- not all insurance companies are looking for the same type of client.
  • Packaging the auto and home together can many times mean a 20%-25% reduction in premiums. This is especially helpful with clients with a High Debt to Income Ratio (DTI).

What can Trailstone Insurance Group do for you?

“Quick Quote”

  • Concerned your client is paying too much for their insurance?
  • We can give you timely advice on your client’s current insurance premium. Especially when the DTI is too high?

We can help with a quick quote to see if their current policy is reasonable.

 “Advice” Line- When you need advice on how to insure a property….

  • How much coverage is appropriate for a Townhome/ Condominium?
  • What is the best (and least expensive) way to insure a home with a high loan value?
  • How do you insure a home being built properly?

Give us a call or email, we can provide the answer promptly.

Accurate quotes- Have you had an insurance quote change because the agent did not know their profession?

  • We specialize in home, auto and umbrella (liability) insurance. We do not believe in being a “Jack of all Trades and Master of None”
  • All agents are involved in weekly training to be the best in the profession.
  • We are committed to continually improving our processes so we insure consistency and accuracy in all of work.

You see and feel the difference when you work with us.

Accurate Certificates for Evidence of Insurance – we know an EOI not done properly is a waste of your time. 

  • We use standardized ACORD forms to list the information properly for your loan processors.
  • We list the coverages properly, i.e. Dwelling Coverage with the Dwelling Extension Coverage Endorsement.

We won’t waste your time with incompetence.

We like to say thank you!

We provide quarterly drawings for our referral partners… Ethical and legal

We are here to serve you… more importantly I am here for you as well.

  • We treat our clients and partners as we would like to be treated.
  • Please provide me feedback as needed.
  • If you ever were to have a complaint.
  • If you would like to say job well done.
  • Please don’t hesitate to call, text or email.