Video link coming soon — Matt will share it during your call.
Matt Nelson, CPCU®, LUTCF®
Independent Insurance Agent
- Insurance professional since 2011
- CPCU®
- LUTCF®
- Marine Corps Veteran, 1999–2003
- B.A., University of Massachusetts Amherst
- Home & Auto Focus
- Multiple Insurance Carriers
- Founder, Better Call Matt
- BCMIS LLC
- Licensed in TX • MN • WI • AZ • FL
How Insurance Gets to You
DIRECT
Insurance Company → Consumer
CAPTIVE AGENT
Insurance Company → Agent → Consumer
INDEPENDENT AGENT
Multiple Insurance Companies → Independent Agent → Consumer
- Multiple carrier relationships
- One point of contact
- Ability to compare available options
- Coverage and price considered together
You Started Shopping Online
Now Comes the Annoying Part.
How We Work Together
DISCOVER
Understand your situation and what you're trying to accomplish.
DETAILS
Gather relevant rating and underwriting information.
SHOP
Compare available carrier options.
CHECK
Verify important rating information and assumptions.
REVIEW
Compare coverage, cost and tradeoffs.
YOU DECIDE
No purchase decision required on this call.
Make Sense?
Any questions before we get into your situation?
What We'll Cover Together
- Who we're insuring
- Where you live
- What you're shopping for
- Current insurance
- Why you're looking
- What matters to you
- Property basics
- Current coverage
- Deductibles
- Updates and condition
- Claims
- Important property exposures
- Vehicles
- Drivers
- Vehicle use
- Current coverage
- Deductibles
- Driving and claims history
- Additional properties
- Recreational vehicles
- Business use
- Liability exposures
- Umbrella considerations
- Anything unusual we should know
- Coverage
- Cost
- Service
- Deductible preferences
- Concerns with current insurance
- Anything we've missed
“Matt is the only one that told me that, yes he can save me a little money on my insurance, however he did not recommend I switch due to the age of my home and roof. Talk about integrity. He saved me from making a costly mistake.”
— Robin
“Matt did an awesome review of my family's existing home, auto, and umbrella policies and offered a reassuring second opinion. He recommended that we stay with our current provider even though it meant he would not get new business.”
— John Howard
“He asked all the right questions so we could assess my real needs. We explored options using scenarios I could visualize. I confidently recommend him to my colleagues by saying, 'Better call Matt.'”
— Dara