PERSONAL INSURANCE
Great News, You Have Options!
Please Choose Below to get Started:
Use our secure online form to complete the quote request application and manually upload or email your current insurance declarations pages. The more information we have initially, the more accurate your quote will be. This will also allow us to focus our needs analysis conversation more productively.
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This may take 5-15 minutes, depending on your circumstances.
What to Expect:
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1. Automatically send us your current insurance information with our third party tech partner, Canopy Connect. This whole process should take about a minute or less.
2. A representative will reach out with additional questions needed and to set up a time to discuss further.
3. Meet with a licensed agent via phone, live video conference, or in person to review your needs and opportunities available.
Please Note: The more information we have initially, the more accurate your quote will be. This will also allow us to expedite the process and focus our needs analysis conversation more productively.
EXPRESS
Use our secure online form to complete the quote request application and manually upload or email your current insurance declarations pages. The more information we have initially, the more accurate your quote will be. This will also allow us to focus our needs analysis conversation more productively.
​
This may take 5-15 minutes, depending on your circumstances.
What to Expect:
​
1. Use our secure online form to complete the quote request application. This may take 5-15 minutes, depending on your circumstances.
2. Choose whether to:
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Manually upload your current insurance declarations pages
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Email them to info@thelegacyguardians.com separately
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Use the link to automatically send them using our secure third party vendor
3. A representative will reach out with any additional questions and to set up a time to discuss further.
4. Meet with a licensed agent via phone, live video conference, or in person to review your needs and opportunities available.
Please Note: The more information we have initially, the more accurate your quote will be. This will also allow us to expedite the process and focus our needs analysis conversation more productively.
MANUAL
Use our secure online form to complete the quote request application and manually upload or email your current insurance declarations pages. The more information we have initially, the more accurate your quote will be. This will also allow us to focus our needs analysis conversation more productively.
​
This may take 5-15 minutes, depending on your circumstances.
What to Expect:
​
1. Give us a call to go over the initial exploration call where we will collect the information needed verbally to get started on your quotes. This will take about 15 minutes, depending on your circumstances and questions. A follow up to discuss your options can be scheduled at this same time.
2. Send us a copy of your current insurance declarations pages by secure upload, email to info@thelegacyguardians.com, mail, or in person.
3. Meet with a licensed agent via phone, live video conference, or in person to review your needs and opportunities available.
Please Note: The more information we have initially, the more accurate your quote will be. This will also allow us to expedite the process and focus our needs analysis conversation more productively.
We know your time is valuable, we want to help make the most of it! For your convenience, we offer several different options to request your quote to fit your comfort level and communication preferences.
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Your initial time investment to get the process started allows us the ability to shop multiple carriers for you. This saves you time and can help you get the best value for your money. To make things even better, here is no cost to you for our services.
Use our secure online form to complete the quote request application and manually upload or email your current insurance declarations pages. The more information we have initially, the more accurate your quote will be. This will also allow us to focus our needs analysis conversation more productively.
​
This may take 5-15 minutes, depending on your circumstances.
What to Expect:
​
1. Give us a call to go over the initial exploration, we will collect the information needed verbally to get started on your quotes. This will take about 15 minutes, depending on your circumstances and questions. A follow up to discuss your options can be scheduled at this same time.
2. Send us a copy of your current insurance declarations pages by:
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Automatic upload with our third party partner
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Email to info@thelegacyguardians.com
-
Mail
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Drop off in person.
3. Meet with a licensed agent via phone, live video conference, or in person to review your needs and opportunities available.
Please Note: The more information we have initially, the more accurate your quote will be. This will also allow us to expedite the process and focus our needs analysis conversation more productively.
CALL