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Our Concierge Insurance Process
Plans tailored to you.
Not to an agenda.
Step 1
Application completed with client.
Step 2
Lax & Co. orders client medical records - retains ownership.
Step 3
Medical Exam: Inspection report, phone interviews possible.
Step 4
Underwriting completed by Lax & Co.'s own underwriting professionals.
Step 5
Lax & Co. works exclusively with chief underwriters from well-regarded national insurance companies.
Step 6
Lax & Co. presents the options that best align with the clients' goals.
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