Trusted Advisors

Trusted Advisors

– In-depth market knowledge to ensure the best placement of your insurance coverage

– Specializes in high value homes/estates

– Proactively manages client’s insurance needs

– Reachable 24/7; Same day return of phone calls

– Long-term relationships with insurance carriers

– Experienced in handling ALL of your insurance needs including:

  • Flood, Back-up of Sewer & Drains and Mold Coverage
  • Multiple Homes and Autos in Multiple States
  • Scheduled Valuables/Collectibles
  • Excess Liability and/or Umbrella Liability
  • Watercraft Insurance
  • Domestic Help Worker’s Compensation Coverage
  • Trust, LLC’s and other Ownership Situations

 

Mari Kay Bittl, CISR

– Over 35 years experience in the insurance industry

– Works with high net worth individuals on their personal risk management needs

– Customizes an insurance package to meet each client’s needs

– Holds a 98 percent retention ratio with her clientele

– Mari Kay makes herself available for her clients 24/7, day and night, as claims do not always fall in the nine to five o’clock time range, which has saved her clients on numerous occasions.

 

Robyn M. Haun, CISR, PRIMA

Robyn is a Phoenix native who studied elementary education in college. While attending school full time, she had a part time job filing paperwork at a local insurance agency in Arizona. Upon graduation, she parlayed her love of education into insurance, and has since moved up from filing insurance papers. She now educates affluent clients about their personal insurance protection.

Robyn spent 15 years at the 6th largest agency in the nation, and most recently worked at the 3rd largest agency in the nation. She understands the diverse needs of highly successful clients. Throughout her 25 years in the industry, she has built strong relationships with the premier insurance companies such as Chubb, AIG, Pure, Safeco, Travelers, and Cincinnati. She has earned her CISR designation and is very close to earning her PRIMA certificate.