Documentation Review

In Person Review

Fort Point Insurance works with those individuals and families whose complex needs demand significant client service resources. Generally, such clients' insurance programs generate annual premiums in excess of $10,000. We are able to meet with pre-qualified candidates at their home or office to sort through the proverbial "insurance folder," collect documents and complete an informational interview.

The end result is a document that outlines current coverage, provides recommended changes to coverage and details a cost analysis comparing current carrier with alternative quotations. We typically e-mail a proposal within 3-5 days after receipt of the documents.

To schedule a face-to-face meeting, please call us at 415-781-8801 or email info@fpins.com.