Warm Transfer Firm, Insurance Industry Client

“They do not overpromise in the sales process or during the engagement. If they cannot do something, they tell you, and if they are not sure, they tell you. You can just take their word for it – you don’t have to filter their answers or guess the real meaning.

Their operations staff and agents are dedicated and excellent. They will accept your approach if it makes good sense to them, and often make recommendations to improve your approach. Their client services are the best I have seen, and their IT team is responsive, careful, and knowledgeable. Billing is accurate and pricing is reasonable.”

— Warm Transfer Firm, Insurance Industry Client