Knowledge. Professionalism. Integrity.

What binds together every member of the Wine Sergi team is one simple promise: deliver “The Definitive Client Experience” to each and every person we serve. We fulfill this promise by providing the very highest levels of knowledge, professionalism and integrity.

Knowledge: Offering Extensive Expertise

When it comes to managing your risk most effectively, we believe that no other firm can offer you a higher level of insurance knowledge than Wine Sergi.

  • More than 50% of our staff has been in service, production or senior management roles at national brokers.
  • We are licensed and have product knowledge in all 50 states, plus we handle business globally.
  • Over 70% of our staff holds advanced insurance designations.
  • We spend nearly $50k per year in ongoing professional development.

Though some giant brokerages may claim to offer insurance knowledge on par with Wine Sergi, our “boutique” setting allows us to provide you with better and more personalized service.

Professionalism: We Focus on our Approach, not Product

We consider that our role in the protection of you and your company is equally as important as that of your CPA and attorney. Because of this, our team of professionals acts as advisors, not salespeople.  We function as your Chief Risk Officer.

  • Clients are provided our individual contact information.
  • Your Wine Sergi advisor is available anytime, 24/7/365.
  • We focus on protection, communication and understanding, not products.
  • Our goal is to deliver expertise with high, personal touch.

Integrity: Earning and Maintaining a Client’s Trust

We cannot deny the fact that it’s a good feeling to get new clients and grow our business. But it is more important – in fact it is essential - that we provide nothing short of exceptional service to our existing client base. We are truly proud that:

  • 72% of our clients have been with us for 10+ years.
  • We’ve partnered with 61% of our clients for 20+ years.
  • 90% of our new business comes from client referrals.
  • We’ve rated “excellent” 97.5% of the time on client approval ratings.

These numbers can only be achieved when every Wine Sergi employee - from executive to entry level - acts with the highest integrity and works hard to earn the trust of every client, day in and day out.

To learn how switching to Wine Sergi can benefit you and your firm, please contact us today.