Monday, April 21, 2014

Are you meeting with your Insurance Agent annually?


Did you know you should have a meeting with your Insurance Agent at least once a year? Most people don’t and they never give it a second thought.


FFR1What can change in a year and what does that have to do with my insurance? If you have been watching TV at all lately you have seen those commercials about “do-it-yourself” tax programs, one in particular shows just how much your life can change during the year and lets you know these things can affect your taxes. Well those exact same things can affect your insurance. So take a minute to think what did I do this year. Did you get married? Have a baby? Go back to School or finally get that degree you’ve been working on? Have you changed jobs? Did you move or even change any contact information?

These kinds of things are important to update. Your doctor’s office makes you update your information every year so why not your Insurance Agency too. Having the correct information for you means we can work better so that your needs are met. If you forgot to pay your bill and I don’t have a phone number or email address how can I remind you? Sure we could mail you a reminder but who reads all that junk mail anyway?

FFR2
If you haven’t seen  or heard from your Insurance Agent since you wrote your policy you’re not being taken care of. Every time something in your life changes it can affect your policies. If you add-on a new room to your house you want that new room to have coverage. If you get a new car you should let your Agent know.

Those are the obvious ones but have you thought to check to make sure your brother would be covered to borrow your car? Believe it or not, some companies don’t offer coverage to a driver not listed on the policy. How do you know if your policy is one that does? You ask of course! And what better time to ask than at your annual review?


Here at The Wertzberger Agency we take the time to do reviews with our clients at least once a year. Our clients are always welcome to call at any time with changes or questions and those are the things that make us stand out in a crowd.

We will take the time to look for additional discounts you may now qualify for while your here. At the same time, we want to make sure you have ample coverage for your assets. Can you see the importance of a review with your insurance agent yet?

Thursday, April 3, 2014

Client Sales Representative - Overland Park, KS

Get to know the Agency staff

Zach is the most recent addition to The Wertzberger Agency at this time. Zach is taking on the full-time role of Client Sales Representative (CSR). Zach is the backbone of the Agency. He walks new clients through the process of becoming part of the Agency and handles all policy servicing questions or concerns; whether it would be adding a car or a new driver to making changes to a billing account.Zach also assists clients through the process of filing a claim, making sure clients are always fully satisfied. Zach is fully licensed and is always happy to help with any policy or billing questions. In short, if you need anything, Zach is likely the person who can help. If not, he will make sure you speak to whoever would be needed; whether it would be related to home insurance, auto insurance, business insurance, and life insurance.

Zach grew up in Pittsburg, KS but relocated to the Kansas City area where he attended Gardner-Edgerton High School. After high school he moved to Los Angeles, CA to attend the Baron/Brown Acting Studio and is currently attending Johnson County Community College. Zach fills his time with family, friends, and sports. He is an avid football fan and attends Kansas City Chiefs games on a regular basis with family and friends.

Zach comes from a large family on both his Mother and Father’s side. He grew up around his first, second, and third cousins, great aunts and uncles, great grandparents and his three younger sisters. Christmas and Thanksgiving are his favorite times of year as that's when the house is full of energy.
 
 The Agency is extremely lucky to have Angela as part of the team!