A fresh approach to
client buying behavior
At Morgenstern Insurance, we understand the pitfalls of traditional insurance buying, so we decided to blaze a new path.
We are committed to an agile approach, using data-driven risk management, strategic planning, market analysis, and high-quality service to build long-standing relationships. We have access to every major carrier, ensuring that we can provide our clients with the policies that best suit their needs.
Why choose Morgenstern Insurance and Benefits Solutions?
Our strategy is based around broker selection, not bidding. We identify a broker you can trust, with access to a wide range of carriers and expertise in your field.
We provide them with information on your business so they can effectively market to your carriers. We control the information about you and your business that is available in the marketplace.
Policy options are presented to you in a consistent and coherent manner, making for a simplified decision-making and buying process.
I recently had Morgenstern Insurance review and provide comparisons for my home and auto coverage. Adrian and his team were extremely responsive and attentive. The report they sent comparing my coverage to their recommendation was very easy to understand and straightforward with regard to why it made sense to change my current coverage. My coverage is better than before and as a bonus, my premiums have decreased! I was definitely pleased with every step of this process.
I purchased my personal coverage through Adrian and his team. My experience with them could not have been better which is why I was eager to introduce him to a client of mine who was looking for coverage with a very tight deadline. Adrian was able to get my client the coverage he needed in time. After everything was completed I received a message from the client stating how happy he was with the entire process. I will definitely recommend anyone looking at these types of services to go through Morgenstern Insurance.
Eric P - Financial Advisory Firm