Individuals & families
Help understanding health coverage, medicare, life insurance, and protection for the home and everyday life.
ABOUT THE JORDAN INSURANCE AGENCY
Insurance is personal. Our agency began with one family’s experience—and a belief that every person deserves someone in their corner.

WHY THIS AGENCY EXISTS
Behind every insurance decision is a person, a family, and something worth protecting.
The Jordan Insurance Agency’s story began with a deeply personal experience. When founder Billy Jordan Jr.’s mother faced stomach cancer, navigating her insurance revealed how confusing coverage could be—and how much it mattered to have someone who could help a family understand it.
That experience shaped the purpose of the agency Billy founded in 2006: to be an advocate for the people who turn to us for insurance. A policy represents someone’s health, home, livelihood, or family’s future. Understanding what it does—and where its limits are—deserves time, care, and a real conversation.
Today, that belief guides how we work. We listen before recommending coverage, explain choices in everyday language, and help clients ask the questions that matter to them. We want you to understand your options and feel comfortable speaking up when something is unclear.
Our commitment continues as life changes. Starting a business, changing jobs, approaching medicare, or protecting a growing family can bring new questions. We want to be the agency you can return to for guidance, with the same respect and attention that brought you to us in the first place.
OUR MISSION
WHO WE SERVE
We serve individuals, families, and businesses across 23 licensed states, including North Carolina, South Carolina, and Tennessee.
Help understanding health coverage, medicare, life insurance, and protection for the home and everyday life.
Guidance for people balancing their own coverage, family responsibilities, and the needs of a business.
A thoughtful look at connected insurance needs, including high-value homes, umbrella coverage, and changing financial responsibilities.
OUR COMMITMENT
Your priorities, questions, and concerns shape the conversation before we discuss coverage.
We walk through benefits, costs, limitations, and tradeoffs so you can make an informed choice.
When a coverage or claims question comes up, we help you understand the next steps and connect with the appropriate carrier resources.
As your life changes, we can revisit your coverage and help identify questions worth asking again.
WHY WE’RE DIFFERENT
Our independence gives us the ability to consider options from multiple insurance carriers. Our purpose gives that work direction: understanding what matters to you and helping you make sense of the choices available.
We look at how insurance decisions connect across health, medicare, life, home, auto, and other protection needs. Each policy has its own eligibility, underwriting, network, and coverage rules. We explain those differences and guide you toward the appropriate service and next step.
Our guides, articles, and AI Coverage Coach podcast extend the conversation beyond an appointment.
Explore our channels →We use technology to make scheduling and everyday service easier, while keeping people at the center of the relationship.
See our licensing credentials, meet the team, and read client feedback as you get to know the agency.
Read client reviews →Billy’s work also includes BreakPoint Systems, which helps businesses use technology and automation.
LET’S START WITH YOUR QUESTIONS
Tell us what you’re trying to protect. We’ll help you understand your options and the next steps.
North Carolina Office
3540 Toringdon Way
Suite 200
Charlotte, NC 28277
Tennessee Office
159 4th Ave N
Suite 100
Nashville, TN 37219
(704) 926-7565
(980) 206-3356
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