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A Few Words About Us

A Few Words About Us

Our story

Meet Our Team

 

Our story

Meet Our Team

 

The Insurance Agency of the Future

Trailstone Insurance Group is an independent insurance agency, this means we represent multiple insurance companies, we are not locked into just one insurance company. This allows us to work for you and find the best options for your coverage and the best pricing available. There is no charge to use our service, we are paid by the insurance carriers directly.

 

Your experience with us will be great

Our belief is that we must love, serve and treat others the way we would want to be loved, served and treated (the Golden Rule, right?) … easy to say but hard to live up to. Every interaction we have passes through this filter as a test to make sure we are aligned with you and you are being treated as we would want to be treated. Trailstone started in 2013 with the goal of modernizing and personalizing the way insurance is purchased and to focus on what your needs are, rather than selling something to you that you don’t want or need.

What Makes Trailstone Different?

 

Your Ramsey Trusted pro for insurance

It took years to pass the Ramsey team’s vetting process. We had to prove to them that we have the “Heart of a Teacher” in our selling approach with our clients. This means your needs come first, before ours and the carriers.  Insurance agencies cannot purchase a Ramsey Trusted endorsement, it must be earned. And if our customers are not happy with our service we will lose the “Ramsey Trusted” endorsement. To make sure we are continually improving, the Ramsey team does monthly training with the leadership here at Trailstone Insurance and asks for feedback directly from our customers.

Trailstone has more insurance companies than other insurance agencies

Trailstone represents more than 40 “A” rated insurance companies, which means you will receive better coverage, for a better price, 99% of the time. Insurance agencies, like State Farm, Allstate, Farmers, Allstate and USAA only represent one insurance company. These companies typically provide great service and if you fit their one preferred profile, they may have a decent insurance rate, but usually they don’t have best option year after year.

You’re busy, so we do all the work for you

When you come to us for help, we shop your insurance rates with all our companies that are relevant to your needs. We have specialized technology that allows us to shop your home and auto rates effectively with 40 insurance carriers at a time. This saves you time from calling multiple insurance agencies, you only need to talk to us.

Your renewal will run through our Trailstone Renewal Assurance Certification program

With Trailstone Insurance Group, you get the benefit of our annual 24-point Trailstone Renewal Assurance Certification process (TRAC), ensuring you are always in the best place possible. We’re here for your future needs, policy changes, and to answer questions. If you ever need to file a claim, contact us first for guidance before contacting your carrier.

A better client experience and relationship with the use of technology

Since 2014 Trailstone has been 99% paperless and digital… (we use less than 100 sheets of paper per month and only have 1 printer in the office). This is important to us so we can help save our trees and landfills.

We strive for all of our customers to use digital delivery of their documents from the insurance carriers to save even more paper.

Smart technology means our processes are more efficient. We have invested heavily in technology that allows us to deliver you multiple quotes accurately in a timely manner.

Trailstone has developed a self-service portal technology that is available 24/7. This allows you to get what you need without having to call or email the office.

Prefer to text? Great, let us know.
You let us know how you would like to communicate and we follow your preference. It is your choice… Phone calls, text, email, video chat, Zoom, snail mail (if you really want us to) or use our website on your computer or mobile phone.

Trailstone continually monitors the way we provide customer service, measuring the effectiveness of our processes towards improving client satisfaction and our ability to meet or exceed their expectations of price, service, and expertise.

We are here to serve you

You’re coverage is what is matters the most when it comes to insurance, you need to keep what you have worked hard to acquire. Asset and liability protection is the surest way to preserve your wealth. Maintaining the highest standards of integrity and professionalism in our relationship with you comes next, you are equally important.

As licensed and qualified insurance professionals in the marketplace, you can depend on us for delivering and servicing your insurance needs, partnering with you to build a long-term relationship.  Helping find the right insurance for Individuals and businesses is our specialty, and providing the highest quality of services through amazing staff.

You’re specific needs are unique, so we listen to you to develop insurance solutions with a level of service that we have built on a foundation of honesty, integrity and trust that our clients rely on to grow and succeed in today’s ever-changing market.

We look forward to serving you and your family!

Why Choose Trailstone Insurance?

  • You will be treated just as we would want to be treated.
  • Providing you with excellent service is our commitment to you, in all we do.
  • You are our most valuable asset.
  • We’re your Ramsey Trusted pro in multiple states.
  • Over 40 financially strong “A” Rated insurance carriers.
  • As an independent insurance Agency, we work for you… not the insurance company.
  • Self-Service technology is available for you if preferred.
  • Personal, commercial, and life insurance solutions in one place.