To guide our clients to success while protecting what matters most.
Through continuous learning, industry knowledge, and innovative thinking our team is poised to bring the best possible solutions. Clients, team members, and future leaders will benefit from our forward thinking ideals for decades to come.
Our Pathway Process: Explore;Construct;Execute;Monitor
CIA Insurance and Risk Management serves individuals, families, and business owners seeking partner who can do more than just provide an analysis and recommendation on the path to a complete risk management program.
Our process begins with a discovery meeting where we take the time to listen, get to know you and understand what’s most important to you, your family or your business. We gather all pertinent information to develop a detailed picture of your needs, objectives and exposure to risk.
All of the information and data we collect from you is analyzed to help identify and determine high impact areas that are currently affecting or may eventually affect you or your business. This is where insight and experience play a critical role.
After reviewing our recommendations with you, we begin the implementation phase. This involves mapping out your strategy, providing detailed timelines for the programs and solutions that will help you reach your goals in the most timely and cost-effective manner.
Monitoring is a critical step—and one that sets us apart from other financial services organizations. We continually and proactively monitor your progress against established goals and timetables to ensure your strategy is performing in line with expectations.
More About Our Company
Why do so many of our clients remain with us for the long term? Our clients understand that experts can be found across all professional disciplines, including insurance, business consulting, and employee benefits. At CIA Insurance and Risk Management we bring specialized knowledge and experience along with insight from an independent perspective coupled with a consultative approach that extends across the full spectrum of their insurance and risk management needs.
What Our Clients Say
“Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.”
“They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.”
“Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.”
“I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!”
“Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.”