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. So, we work for you and get paid by insurance company.
Please read on, there is more to learn about why your experience with us will be great…
First, we believe 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 client interaction, process and action we do passes through this filter as a test to make sure we are aligned with our clients and they 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 the client needs are rather than selling something to the client they don’t want or need.
So why is Trailstone Insurance Group different?
We are Dave Ramsey Endorsed.
It took us years to pass Dave’s vetting process. We had to prove to Dave’s team that we have the “Heart of a Teach” in our selling approach with our clients. This means we put your needs first before ours or the insurance carriers.
Insurance agencies cannot purchase Dave’s endorsement, it must be earned. Also, if our customers are not happy with our service we will lose “The Dave Ramsey Trusted” endorsement.
To make sure we are continually improving, Dave’s 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 most insurance agencies.
Trailstone represents more than 70 insurance companies, which means we are able to provide our clients 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.
We do the shopping for you
When you come to us for help, we shop your insurance rates with “A” rated companies. 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… we are the one stop shop.
We shop at your renewal:
Having 40 insurance companies means when rates go up with one company, Trailstone has the ability to move your insurance to a better option instead of just increasing your deductible or lowering your coverage.
While this costs us extra time, we have found this process has built a happier and more loyal client base.
We use technology for a better client experience and relationship with you.
Since 2014 Trailstone has been 99% paperless and digital… (we use less than 500 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
We want to ensure that you get to keep what you have worked hard to acquire. Asset and Liability Protection is the surest way to preserve your wealth.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
As qualified insurance professionals in the marketplace, you can depend on us for delivering and servicing your insurance needs.
We are dedicated to building long-term partnerships with individuals and businesses by providing quality insurance products and services through a highly trained staff.
We will listen carefully to our client’s specific needs in order 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!
We add another level of accountability by being a Trusted Choice Agency.
Trusted Choice agencies are insurance and financial services firms who maintain a commitment to quality service. These businesses provide options to their clients, ensuring they receive competitive pricing as well as a broad selection of products.