Individual Market Consultation Appointments #TeamWashwick

Click Link  to schedule and pay for your Individual Appt.

Our personalized consultations are tailored to your needs and the market you are interested in. Consultations are offered in the office, via phone, or online web chat and will vary per team member.

What can you expect from an Individual Consultation?
  • Need Analysis Discussion - to narrow down what insurance options you may need.​
  • Review of the current Individual insurance Market
  • Discussion of basic insurance lingo
  • Personalized discussion and if needed follow up quotes  to fulfill "holes" in your current insurance portfolio
  • Follow up with Tool Packet Each Year.
          $150 Scheduled Consultation Appointment. 
If payment is not made online, Consultation Form and Payment will be due prior to appointment - at Check In.


DISCLOSURES:
Appointment is not for the sale of a particular product.  The Peconic Bay Business Association is not responsible for products not purchased  based upon needs analysis. 
​Your appointment may generate a sale for our Agents but you are under no obligation to purchase through the Agency.   Some products are direct products and do not offer commission to our Agents.  Please see full disclosure under Service Center.  The Washwick Agency, Inc. & PBBA are not responsible for Carrier or Union Action.
2019 Consultation Form and Payment Form
File Size: 528 kb
File Type: pdf
Download File