How we work

How are we different? We are most proud of our relationships with the people we serve and are a firm believer in building long-lasting connections. That starts with working with you from day one, being transparent, and setting expectations. Do you wish your insurance came with an instruction manual? Well now it can.

  • DISCOVERY

    Vision + fit. About you. About us. The tools. The Process. We ask questions to clarify needs, challenges and analyze risk tolerance.

  • RESEARCH

    We assess and evaluate your current insurance program by assessing exposures and vulnerabilities. We ask, does your insurance program adequately protecting against the risk of financial loss?

  • COLLABORATION

    We create a coverage strategy and make recommendations to both identify gaps and improve coverage. We craft and negotiate new policies and you choose the best option for you and schedule time to meet with you to review.

  • COMMUNICATION

    Over time, we will continue to work with you to ensure that your current program is keeping pace with your lifestyle changes.

    Our goal is to provide you with ongoing support when you need it. We leverage the latest technology to save you time. We provide comprehensive claim services in the event of a loss. And we work with you to provide the latest in risk mitigating serves and technology.

Why NaVella? We…

Make our customers feel good about their insurance and solve their insurance problems. 

Are dedicated to our customers’ needs and to the world of insurance.

Have market expertise and knowledge in solving complex asset and exposure scenarios.

Offer 1-1 lifelong customer service + support. We are here for the long haul.

Offer comprehensive claim services, tools, and support before during and after a loss occurs.

Engage in continuous and ongoing communication + education, if desired.

Have dedicated tools & offer the latest technology to help our clients navigate life changes. 

Reinvest back into our business, support local communities, and social causes of our time.

Have passion and personality. We are professional, timely, dependable, reliable and real. 

Schedule a meeting.

Schedule a meeting.

FAQ

  • Glad you asked! We are a woman-owned, progressive, independent insurance agency and consulting firm. Our mission: to shake-up the status quo.

    We work with successful individuals and families to educate, craft and place personal insurance programs with the most premier and exclusive insurance markets that are available in the space. Products include insurance for your: home(s), auto(s), collection(s), excess + umbrella, watercraft and life.

    For those seeking an independent unbiased review of their current insurance program, we offer consulting and coaching services that serve both personal and corporate clients.

    Our business is insurance. Our focus is our clients. We craft and create insurance tools, offer real life advice and make insurance fun.

  • We’re on a mission to make insurance fun and to change the tone of those oh-so-typical conversations that always seem to surround insurance. We also want to provide education to those who want to learn. If you are interested in partnering with us, and/or to have NaVella manage your insurance, we offer solutions in two communities.

    In. Sure. It. and Level Up

  • We will not ghost you. We believe, above all, in personal interactions and in keeping the lines of communication open. Below the surface, we really are an on-demand insurance agency. Working with us 1 on 1, we will craft a personalized plan based on your communication preferences and insurance needs, designing pre-scheduled check-in times throughout the year. We know you’re busy, so we plan these ahead of time so you know when you can expect to hear from us. But—during those times when things come up unexpectedly (enter: #life)—we get it. If you need a quick response to a timely question, we’re here and we’re listening.

  • At a minimum, we do recommend a commitment level of at least one check-in a year (give or take an hour) with an insurance professional. Taking inventory every year and establishing a trusted relationship with your insurance agent is part of the package when you work with us. We will craft a personalized plan based on your communication preferences and insurance needs, designing pre-scheduled check-in times throughout the year.

  • For anyone who has clients where insurance is part of the conversation, we want to connect with you. We seek to partner with aligned business industries to build a referral network of trusted professionals. Some of our partners include:

    Finance: wealth managers, financial advisers, family offices

    ▪ Legal: divorce, marriage, and trust & estate attorneys

    ▪ Real Estate Agents and Brokers

    ▪ Tax Professionals

    ▪ Consultants

    ▪ Lifestyle: in the Woman+ movement

    ▪ The insurance community, itself

    If you have a working relationship with a client base and insurance is a relevant topic in your business, connect with us to learn more. Our services include providing an independent review of your clients’ insurance portfolio and training for your firm. The training programs are designed and tailored to your specific industry niche and the clients they serve. We love to brainstorm ideas around COI collaborations and excel at being creative. Reach out to us here.

Work with us.