Our Process

At Wine Sergi we believe in challenging the status quo and pushing ourselves to deliver more than a traditional insurance broker. We believe that the value of an insurance broker should go beyond the annual negotiation of premium and coverage terms. We believe that in order to be a true partner to our clients we need to be diligent in our discovery process to ensure that we’re developing insurance programs and risk mitigation strategies that deliver quantifiable results and meet your organizational goals.

Our detailed client process is designed to provide our clients with actionable risk insights that enable better decision making, create a safer workforce, reduce administrative burdens and, ultimately, improve financial results.

How we do it.

We believe that you should Expect More from your broker than traditional coverage analysis and insurance placement services. What do you believe?


Learn more about Wine Sergi’s best in class consulting and brokerage services