Clone of Broker Intake Form 2
  • “Join a legacy. Grow a healthy, sustainable business. Stay independent—with support.”

  • Mission Statement and Broker Intake Documents and Data to Collect

  • Format: (000) 000-0000.
  • Mission Statement

    We serve our clients, communities, families, and business partners by teaching objective, tailored asset protection and risk management solutions that deliver peace of mind and restorative resolutions. 

    Vision Statement

    We are committed to serving the communities that have supported us for generations, volunteering our time and resources to organizations or efforts that invest in the future by uplifting our schools, empowering our youth, and strengthening our neighborhoods.

    Marketplace Differentiators

    Our Strategic Approach:

    Honor Our Core Strengths

    We preserve community trust and strong carrier partnerships by retaining experienced staff who follow our proven processes which deliver personalized service while building loyal relationships.

    Adapt to Industry Change

    Embracing emerging technologies while respecting historical data to guide our decisions, we expand into new products, communities, and markets resulting in updated marketing efforts and succession plans.

    Balance Tradition with Innovation

    We proactively strategize modernization of our approach by utilizing evolving processes that enhance trust without compromising our personal touch.

    Our Accountabilities:

    We diligently hold ourselves accountable to…

    A dedication to client retention resulting from thorough renewal rate and coverage reviews

    Our client-centric thorough and efficient quote-to-close ratio

    Our commitment to comprehensive protection for our clients maintained via our performances in…

    Year-over-year organic revenue growth

    Revenue per employee/producer

    New policies per agent

    Personal vs. commercial line mix

    Average premium per account

    Operational expense ratios

    Loss ratios (where relevant)

    Profit margins

     

    Hiring/Partnership Profile

     At Redmon Insurance Agency, we take pride in building and maintaining a team that reflects our honesty, integrity, service, and commitment.

    We seek individuals who are highly skilled and deeply motivated to make a positive impact through relationship-based service and sales.

     

    Successful team members demonstrate:

    Unwavering honesty, integrity, and strong character, even when no one is watching

    A positive attitude, loyalty, and perseverance

    Self-motivation, eager to learn, adapt, and grow

    Engaging personality-empathetic, energetic, and diplomatic-even in high-pressure, fast-paced conditions

    Excellent multi-tasking, prioritization, and organizational skills

    Trusted insurance advisors with professionalism at the core

    Exceptional people skills with strong communication-verbal, written, and computer skills

    Committed to excellence-not only in delivering outstanding customer service, but also in consistently meeting and exceeding performance standards that support long-term client success and agency growth.

    If you're passionate about helping people, driven to succeed, and thrive in a collaborative, fast-moving environment— you’ll feel right at home at Redmon Insurance Agency.

     

    Core Values and Daily Rules of Engagement

    Honesty.  Generationally sustained.

    Ensuring sustainability for all we serve, we intentionally build ethical excellence into every aspect of our business operations and culture, utilizing data driven research and consistent procedures that honor compliance standards, recognize innovative opportunities, and pre-emptively manage risk.

     

    Professional advisors. Not just insurance agents.

    Our knowledgeable consultants deliver thorough and accurate customized satisfaction efficiently by showing up prepared, responding promptly, and proactively honoring our commitments.  Respect is earned through all we do, and it is the standard we mandate in return.

     

    Leading. Not following.

    Our vision is to move faster than the world around us by gracefully growing people with purpose.  Through strategic leadership we remain connected to evolving customer needs and carrier offerings while anticipating market shifts and embracing growth as a catalyst not a challenge, adapting quickly, acting boldly, shaping the future, and continuing to capture long-term success.           

     

    Quality relationships. Strong financial foundations.

                    With respect and positivity our partnerships are built from our engaging communications with clients and providers by empowering our highly skilled and adaptable team to provide disciplined expense management, strong profitability, and diverse selections that ensure stability and resilience.

                                 

    Building community trust.  Strengthening partnerships.

                    Unwilling to let our partners fail, we grow not only for ourselves but for our communities celebrating our family of employees, carriers and providers, local organizations and associations.

    Together, we give back and flourish. Proud. Accomplished. Future-ready.

  • Required Documents for Review
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