Mission & Values

Our Core Values

Exceptional Client Service
We believe in exceptional service to our clients above all else. We spend a considerable amount of time and money exceeding our client's service expectations. The client always comes first at Fort Point Insurance.

Personal Excellence
On a daily basis, each of us has the opportunity to enjoy and excel at what we do. We must encourage each other to advance our thinking beyond the limits of perceived boundaries and achieve personal excellence. We always search for and implement the best ideas- regardless of their source.

Honesty and Openness
Each of us has the right to speak openly, offer suggestions, and receive truthful and honest answers to questions. We do not take anything personally. We confront the facts. We seek clarity and communicate freely for an optimal team and organization. We believe it is more important to do the right thing than to always be right.

We are always impeccable with our word and say only what we mean. We communicate as clearly as we can to avoid misunderstandings. We believe that when in doubt, over communicate.

Integrity and Respect
We value and keep our commitments. We share a common responsibility to make a clear, achievable commitment when one is needed and take effective actions to meet it. We value and respect our co-workers, our clients, our business partners and our investors. Our mutual respect reflects that we have voluntarily chosen to work together. We are team players who work toward common goals. We trust each other to make decisions with client and organization best interests in mind. We understand that each person makes a unique contribution and we express our appreciation for one another.

Our language focuses on issues rather than people. We perpetually support our fellow teammates and help each other grow into confident and autonomous professionals.

Embrace Technology
We embrace technology and understand that it can enhance our productivity and facilitate a higher level of client service. We look for technologically-based standards and are early adopters of leading-edge technologies. We are progressive, efficient, and believe in a streamlined, technology-driven organization.

Community and Life Balance
We realize we are part of larger communities. We participate in their development and enrichment and share the results of our success with them. Employees at Fort Point Insurance regularly give their time, talent and treasure to organizations in the communities where we work and live.

We are individuals who need to be refreshed and replenished to do our best. We work hard, but we also take vacations and breaks, spending time with our friends and families in order to balance the intense pace of our business. We respect each other's commitments and obligations at and outside of work.

Environmentally Conscious
Fort Point Insurance operates in a paperless business environment, whenever possible. We are saving trees, reducing pollution and funding the planting of trees in urban groves. Since our inception in 2003, we have encouraged our insurance company partners to save paper and commence sending electronic updates to our mutual clients. 2008 marks the year that many states departments of insurance have allowed encrypted PDF files to replace paper policies. Our company vehicle is a SMART car that sips gasoline at 41 miles per gallon. All Fort Point Insurance employees have access to Zip Cars – our corporate car sharing program. To join our efforts, please consider donating to the Friends of the Urban Forest or advocating environmental improvement in your local area.

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