Knowledge. Professionalism. Integrity
What binds together every team member in the Wine Sergi Insurance Group is a core belief that the clients we serve should Expect More from our office than a traditional brokerage relationship. This belief drives team members to elevate personal growth objectives and focus on providing the very highest levels of knowledge, professionalism and integrity.
Offering Extensive Expertise
When it comes to managing your risk most effectively, we believe that no other firm can offer you a higher level of insurance knowledge than Wine Sergi.
- Our organization is licensed and actively managing risk in all 50 states including a large number of global businesses as well.
- Over 70% of our staff holds advanced insurance designations.
- Each year we make substantial financial investments in ongoing professional development for our team.
Coverage offerings include, but are not limited to:
As a proud member of Acrisure, Wine Sergi is uniquely positioned to offer the knowledge and leverage boasted by national brokerages while still delivering a more personalized, “boutique” client service experience.
Professionalism: We Focus on our Approach, not Product
We consider our role in the protection of you and your company to be equally as important as that of your CPA and attorney. Because of this, our team of professionals acts as advisors, not salespeople. We function as your Chief Risk Officer.
- Clients are provided our individual contact information.
- Your Wine Sergi advisor is available anytime, 24/7/365.
- We focus on protection, communication and understanding, not products.
Integrity: Earning and Maintaining a Client’s Trust
Growth is important in any organization; but at Wine Sergi the strength and longevity of our client partnerships continues to humble leadership. Our clients are like family. As such, team members strive to deliver nothing short of exceptional service to our existing client base. We are truly proud that:
- 72% of our clients have been with us for 10+ years.
- We’ve partnered with 61% of our clients for 20+ years.
- 90% of our new business comes from client referrals.
These numbers can only be achieved when every Wine Sergi employee – from executive to entry level – acts with the highest integrity and works hard to earn the trust of every client, day in and day out.
To learn how switching to Wine Sergi can benefit you and your firm, please contact us today.