I have been working with White Mountain Financial for several years now and I continue this relationship because they work hard FOR me. Jay and his crew make sure our needs are met and the price is right. I left the organization for a year and when I returned the person who took my place had changed the insurance and provider. I was not happy with that service nor the expense of the coverage, so I called up Jay and explained the situation to him and he welcomed us back with open arms. I can't say enough good things about White Mountain Financial.
Top notch insurance services. Extremely knowledgeable, professional, friendly, and deliver accurate, understandable and prompt communication. We have used White Mountain for a decade now and would never trust anybody else with our company health insurance services. They work so hard at making the renewal process easy and we feel taken care of.
Over the years, we’ve encountered a couple of insurance sales people who were, unfortunately, less than completely ethical. We were a little hesitant to go with another one. WMF has renewed our faith in the insurance industry. WMF is a breath of fresh air. Our agent is knowledgeable, professional, caring–and even funny. We heartily recommend WMF to anyone with insurance needs.
Martin G. and Marie S.
The customer service I got with our agent was outstanding. He always responded promptly to any correspondence, he was always super helpful, and he was always super friendly. When it comes to customer service, customer relations, and customer retention WMF serves as a paragon to that.
I can’t say it enough for all the work WMF has done for us at Jose Leon Construction, LLC. Our agent has worked hard and long hours to get us the proper insurance. Thanks to him we are in business!
We would like to thank WMF for being so prompt in helping us with insurance needs. Our agent did a great job and offered us different options to our budget and we all appreciate his help. Thank you again for going the extra mile.
Tom and Nancy W.
My experience with the health plan carrier was one of disappointment and clamor and my experience with WMF was decisive, honest and extremely time efficient, which was a far cry from my attempts to get coverage from the carrier. As yet I have not yet visited a doctor through the new insurance coverage; however I now have confidence that even my first visit to a newly selected doctor will be as good as the experience I have had with WMF. My agent and I will stay in touch and you may receive an update to this testimonial as time passes as an added antidote to my experience with his guidance into health care coverage. In conclusion I would strongly recommend WMF as a fare, experienced and truthful independent insurance broker.
Insurance seemed like a daunting prospect for us and we put it off for awhile thinking that it was more hassle than it was worth. Our small company has never had insurance, and WMF made it very simple for us to find a plan we could use and afford. Any question or issue we’ve had has been answered and solved quickly. We recommend you to work with WMF, they’re there for you!
I have never had an insurance experience easier than with WMF. Never did I not understand coverage plans or costs. Our agent kept in contact throughout the whole process making sure things were done to our standard, and he did it within (got our coverage changed) two weeks.
I thought getting health insurance for the small business I manage was going to be an ordeal. All of the different companies and policies seemed overwhelming. However once I met with our agent, he explained everything in full detail and made me feel really comfortable with the decision I made. WMF proves there are still people out there who put your best interest first!
Thanks for all your help. Starting up a new business is stressful enough. Your assistance was greatly appreciated!
WMF was a tremendous assist in my selection of an insurance plan. I found our agent very personable with excellent professional follow-through. While his presentations are well-focused and direct, I came to admire this young man knowing he started his professionalism serving in the USMC.
I had been turned down for health insurance by two companies even though I am in good health and haven't been to a doctor in years. WMF helped me get health insurance within a narrow time frame and under difficult circumstances. I was able to correspond with our agent in several different ways depending on what was needed (by phone, fax, email, and US Mail).
I was personally very pleased with our agent, so I referred him to my boss and we changed our personnel health plan for our office staff.
Year #1 - Working with WMF was a pleasant and informative process. Sifting through the various plans and premiums can be a painstaking task. With WMF all of our questions and concerns were addressed and answered in a prompt, professional and courteous manner. Having the right agency working with you is essential in getting the right product. I've already recommended WMF to my doctor.
Year #3 - It is a pleasure to work with WMF. This is our 3rd year. We recommend WMF to anyone looking for health insurance.
Agent is always available for questions. Very professional, follows up, takes time to talk. Very pleasant personality. Service A+++++
It's delightful working with WMF! Our agent is amazingly efficient, professional and customer-oriented. We never have to worry about our insurance now that we have met WMF.
WMF has been there all the way — going beyond and looking for affordable coverage. It's gotten very expensive but WMF is always looking to meet our needs.
WMF took the time to find out our needs and to explain the different options available to us. With this information we were able to make a change in our program, and save hundreds of dollars each month — without compromising our healthcare.
I thought the service you provided was absolutely exceptional.
I'm glad WMF was the first broker to call me back. Our agent’s affable phone persona put me at ease to ask all my questions. This is the first time I've had to apply for my own health insurance and with our agent’s guidance and forthcoming information I am confident I have purchased the best plan for my values and budget. Even working on a tight time schedule he researched and presented several excellent options - I'll do business with WMF in the future.
Year 1: WMF really looked out for our better interest. Our agent first gave us suggestions to mediate with our current insurance company. When that did not work, he gave us many options to choose the plan that best worked for our daughter. He was quick, thorough and considerate.
Year 3: This is the second time we have worked with WMF. Our agent was helpful and knowledgeable. We received what we needed in coverage and saved nearly $300 monthly. We are so appreciative!
WMF - Thanks for all your help in finding the best insurance coverage we could get for the money we had to work with. I appreciate the time you gave us as well as helping us better understand medical insurance. It was a real blessing to us in how you filled out a lot of the application and highlighted areas for us to sign. When I was looking at [alternate coverage] and filling out the paperwork - I was overwhelmed and frustrated with the process and my lack of knowledge. You made getting insurance a lot easier. Thanks so much.
Rick and Gina R.
Working with WMF has been an easy and refreshing experience! Over the past four years of working with WMF, we have experienced consistently superior customer service and wonderful options for our business. WMF always looks out for what's best for us and our small company and we have built a relationship founded on trust. I would recommend WMF to anyone (and I have!) from individuals to small and large business. They offer incredible, personalized customer service with all of the options and information that you could wish for to make sure that you're making the best decision for your business or your family.
(First testimonial) I couldn't be happier with WMF. Not only did our agent help us get new insurance, he helped us figure out some of the problems with our old insurance. He answered every question quickly and was easy to understand.
(Second testimonial) Our agent is always easy to get a hold of, explains things clearly and in terms we understand. I would highly recommend WMF to anyone looking for a good agent.
Wonderful experience. Thanks again.
We really appreciate the great service given to us by WMF!
Year 1: Outstanding agent. Wonderful service and response.
Year 5: We could not have carried on without our agent’s help. He is an outstanding agent and it is our pleasure to continue working with him. A real friend and partner to our company.
WMF really worked with me to find the best solution. Our agent is truly an expert and knows all of the intricacies of the industry. He was very patient with me and all of the questions I had - plus, very timely responses. Our agent helped me save $200 a month and his expertise helped me find another tax deduction!
WMF was the first & best broker to respond to my insurance requests. Very pleased with service.
We enjoy working with WMF!
WMF listened to the needs of our small nonprofit and provided us better coverage and a lower price than all the other brokers we worked with. The process was almost too easy.
WMF was a referral from an agency I called. From the moment I talked to our agent on the phone, he was on top of everything. He gave me a number of choices and suggestions. My husband and I ended up getting just what we needed for coverage. I will recommend WMF to anyone I run across that needs coverage. Our agent went above and beyond with service and kindness. Thank you WMF!
By spending the time to set and chat – it gave me the feeling you care for my well being not just another client for you.
We need more people like you who truly care for others. Thank you for all your help.
Choosing the right insurance for your family can be so stressful. I was so relieved when my mother recommended WMF to me. Our agent helped clarify any questions I had and took the stress out because I feel like I made the right choice for my family’s needs and budget. Thank you WMF.
Thanks WMF for all your help. You were positive to work with and I do appreciate your service.
I very much appreciated WMF’s manner and knowledge which pleasantly and quickly got to a policy and coverage which matched my budget and medical coverage needs. It was one of the smoothest insurance transactions I’ve experienced.
WMF worked hard to make sure I was taken care of. I consider them a friend. What more can I say, they have gone above and beyond to help my family.
WMF was a great help and very patient while the business was getting employees set up. WMF is great to work with and found the exact coverage we needed and wanted.
Working with our agent was one of those experiences in that you are dealing with some one who is competent, does what he says he is going to do, and keeps you informed along the way. He very clearly showed options, explained the differences, and stayed in contact after the policy began. A true professional.
It’s always been very comfortable working with you, you have given good advice and direction.
Very patient and knowledgeable. Kept me informed of the process.
WMF was very helpful and took time to send the info needed and addressed all my questions. Very friendly and knowledgeable - helped me get the coverage I need.
I was originally referred to our agent when looking for insurance on my infant. Wish I had gotten his name in the beginning. Life was so much easier it was unbelievable. Now I was the one needing the policy... again so easy. Thank you! I refer everyone I know to WMF whenever an insurance coverage issue comes into conversation.
I was leery of using an agent that I found online. However, WMF was easy to work with, patient, and clearly answered my questions. I would certainly recommend him!
You gave me some very valuable advice earlier this year regarding separate deductibles for my husband and myself, as well as using the WA prescription plan instead of the carrier’s. You also seem to be doing a good job as my son’s agent. BRAVO!! Thank you!
My WMF representative was very helpful in providing me info on medical insurance. He answered all my questions and was very prompt on getting back to me. Made me feel good about the choices I made. Couldn’t have done it without his help.
Both Nick and I are impressed with White Mountain Financial’s knowledge, speed, and level of professionalism. We would recommend their services to our friends and family.
Above and beyond. The level of service and attention to detail to our specific situation was greatly appreciated.
Veteran Owned Firm
Copyright © 2023 White Mountain Financial. All Rights Reserved.