The insurance brokerage model has existed for decades.

During that time period, the economic landscape, risks, regulations, and technologies have changed drastically – many agencies and brokers have not.

When Capstone was founded, it was not because there was a need for more insurance agents, it was because there was a desperate need for client-focused, technically sound, risk management and employee benefits partners.

Today’s leading businesses understand the importance of protecting their most important assets: their people, products and property. Similarly, individuals with significant personal assets have worked hard to build their wealth and standard of living; our team works equally hard to protect them. 

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TRUST

Through the everyday application of empathy, honesty, and transparency, Capstone builds relationships that are people-focused and motivated by a genuine respect and appreciation for our employees, clients, their employees, and our community at large

PARTNERSHiP

Enabled by a process that starts by listening, we strive to obtain an intimate understanding of each client’s unique needs and goals, in order to deliver services that build strong relationships, outstanding value, and provide peace of mind.

PASSION

People-focused and motivated by compassion and understanding, we aim to exceed expectations with each interaction, setting the standard of excellence among risk management and employee benefits consultants through innovative solutions and unsurpassed customer service and support.


 
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Passionate listeners. Creative problem solvers.

Trusted partner.

To learn more about our process, please contact us directly.