The Phoenix Broker

Learn about the philosophy of MaxPro Insurance Solutions and our model for the ideal commercial insurance broker.

The mission of MaxPro Insurance Solutions is to develop and demonstrate best practices for the future of the commercial insurance industry.
The Phoenix represents our belief in working together as a community to rise above challenges to create new and positive results.
Commercial Insurance Brokers wear many different hats, and in order to do the job with excellence and take optimal care of clients, we believe in the 3 most important qualities of the Phoenix Broker.
First, the Phoenix broker is Honest.
This sounds simple but there are many dimensions to honesty and many creative ways to sabotage it.
The client’s relationship is a sacred trust that requires a full scale commitment to factual and exacting information.
This means that the Phoenix broker will do what he says he will do and all aspects of the work he does for the client is chiefly for the client’s benefit.
Honesty also means, admitting when one is wrong and quickly doing one’s best to achieve what was originally intended.
Second, the Phoenix broker takes Action.
This means being disciplined and proactive about handling the client’s accounts and policies, as well as communication with the client.
By negotiating on the client’s behalf and working out every opportunity available to them, the client can have confidence that their broker looks out for their needs to the highest level possible.
The Phoenix broker will communicate with clients every step of the way, both when writing business and also throughout the year to make sure things are always on track.
Trusted advisors will always speak to the client about important information as soon as possible, even, and especially, if there is bad news to relate.
Third, the Phoenix broker is part of a Team.
This is the best way to make sure clients don’t get left behind in the risk management process.