Insurance Process - SafeBridge Financial Group

Insurance Process

To some, finding the right insurance solution to fit your specific needs can be an overwhelming experience. We work with our clients to ensure that the process of finding the right product and the right amount of coverage is a positive learning experience rather then something you simply “have to do”.

The process doesn’t have to be challenging. Together we will walk through five specific steps that will ensure your end goal is achieved and you walk away with the exact insurance you need.

STEP #1 Consultation: The first step in defining your insurance needs is to properly and accurately understand how much insurance you need and what you are hoping to accomplish.

STEP #2 Analysis: As a team we will review the information you share with us in order to ensure that there is an appropriate fit between what you are looking for and what we can do to guarantee you get exactly that.

STEP #3 Recommendations: We will then provide our professional recommendation(s) and the insurance products and strategies we believe best fit your needs.

STEP #4 Implementation: If you believe that what we recommend will help you achieve all that we’ve discussed together, it is now time to begin the process of implementing our recommendations together.

STEP #5 Monitor: We follow the “Golden Rule” with our clients and treat each one the way we would expect to be treated if the roles were reversed.

Get started today by getting your personalized life insurance quotes here!

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    Double Quotes

    Over the last 20 years we’ve been successful in attracting over 60 various lenders that our clients can benefit from. SafeBridge has evolved over the years and has become a very successful company…. The education, that comes along with not just the mortgage agent side of things, but also on the insurance and the investments and the financial planning all comes together in one holistic approach.


    Double Quotes

    For several years Andre has worked in the Financial Planning and Mortgage Solutions field with Scotiabank. After experiencing success, and gaining a wide knowledge base in the banking world, he decided to leave the bank to join a Boutique Mortgage Brokerage, Safebridge Financial Group.  Andre made the change so that he could offer clients a wider variety of mortgage options and lenders.

    Andre Persaud,

    Mortgage Agent

    SafeBridge Brokers & Advisors

    Meet the Team

    At SafeBridge we believe in experiencing growth together. We want to ensure that each of our agents is successful and feels a part of the SafeBridge team. We offer customized training, lender previews, team events and even team trips to build the strong culture of inclusion and support that so many of our agents enjoy.

    We believe it is essential to hire and Partner with the right people. We are looking for the best and brightest in the Industry to join our Exclusive Group of Professionals. Our team consists of loyal top producing Agents that have demonstrated exceptional care for their clients and passion for the industry in which they serve. Our Mortgage Centered Financial Planning approach helps our team foster long lasting relationships, which brings a unique process to the mortgage business.

    SafeBridge Partners
    Trusted by the
    Biggest Names in Mortgages

    With over 20+ years in the Mortgage Industry, SafeBridge has built a solid reputation in the industry and is well respected by all major lending partners. SafeBridge has partnerships with over 10 insurance providers in Canada and has access to hundreds of mortgage products.

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