The Jordan Insurance Agency was founded in 2006 after our founder’s mother faced a difficult battle with stomach cancer. Navigating her insurance taught us how confusing health policies can be and how critical it is to have someone in your corner. We turned that personal mission into a business dedicated to being advocates for our clients. Every policy we write is for someone’s parent, child or friend — and we never forget that.
We serve individuals, families, small businesses and affluent clients in North Carolina, South Carolina, Tennessee and 18 additional states — in total we’re licensed in 21 states. Our clients range from teenagers with their first job to entrepreneurs juggling multiple businesses. We believe every client deserves respect, clear guidance and a relationship built on trust.
We fight for our clients during claims and coverage disputes.
Through our AI Coverage Coach podcast and blog, we demystify insurance so you feel confident making decisions.
We leverage technology like AI to streamline our operations, from appointment scheduling to customer service, without losing the human touch.
As long-time members of our professional association, we stay activein shaping insurance laws and giving back to our communities in Charlotte and Nashville.
Our agency operates at an enterprise level, embracing automation so our team can focus on client relationships. We’ve expanded with a sister company, BreakPoint Systems, which helps small businesses adopt automation and grow sustainably. Whether you need health insurance, Medicare guidance or a comprehensive insurance portfolio, we’re here to serve you like family.
Next Step: Meet our team and experience the difference of working with advocates who put you first.
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(704) 926-7565
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(980) 206-3356
