I met Lisa and Charles through a networking event. In speaking with them, I could instantly tell that they were very knowledgeable in their work. Having several interests in multiple location properties, I had struggled to find one provider that could provide the right coverage, at affordable pricing, while providing great service and knowledge in the property insurance world. After many years in the property management business, I have finally found not just a great broker for all of my property insurance, but a Partner for my business insurance needs.

As busy businessowners, we struggled to find coverage that covered our needs in our multi-state locations. Charles and Lisa worked to find us hard to obtain coverage in a tight insurance market. They went above and beyond, even traveling to one of our locations to deliver our policies and train us and our staff on managing risks associated with our industry.

Having been insured with the same agent and insurance company for a long period of time, we did not realize that we had gaps in our coverage that presented heavy exposures in the event of a claim. Charles and his staff took time to analyze and explain these gaps to us in a way that we could understand what we needed to do. They were not only able to fill those gaps and get us the coverage that we needed, but saved us money in the process! Charles was not your typical pushy sales guy, but approaches things in a consultative manner.

Quantum Source helped our company obtain affordable insurance within minutes which assisted us in securing a large bid project.

Quantum Source helped me find insurance coverage for my business after searching for 3 months. The process was easy and Charles was engaging throughout the process.

Lisa worked with our company to secure a full employee benefits plan that fit our needs and budget. She meets with each employee to explain their options and enroll them in the plans they choose. Quantum Source has an expert benefits staff with Lisa and team.

Quantum Source provided us with the advice we needed to insure that our insurance plans fully met our coverage needs. Charles consulted and assisted in obtaining coverage that mitigated the risk exposure that we had in our existing plans. Lisa acted as an extension of our HR department, working with us to bring our benefits plans into compliance with ACA regulations. She manages our plans now and ensures that each employee is educated on their entire benefits portfolio. Together, they are a great source for any business insurance needs.

Charles and Lisa teamed together to consult with us on our existing business insurance. They pointed out large gaps in our existing coverage and consulted with us throughout the process on the exposures and coverage needed to prevent financial loss in the event of a claim. They worked with their carrier partners to obtain the best package for us. In the end, they provided us with policies that covered all of our risks, gave us much more coverage, and saved us over $7,000!