Ballantyne · South Charlotte · Independent since 2006
Independent, family-owned, and located right here in Ballantyne at 3540 Toringdon Way. We compare plans from multiple A-rated carriers so your coverage fits your life — not a sales quota.
In your neighborhood
Most “Charlotte insurance agents” serve Ballantyne from across town. We work where you live. Our office sits in the Toringdon campus just off Johnston Road and I-485 — minutes from Ballantyne Corporate Park, Blakeney, StoneCrest, and Piper Glen. When you need to sit across the table from a licensed advisor — to enroll in a Medicare plan, review a homeowners policy after a hailstorm, or sort out health coverage between jobs — you can be in our office in five minutes, not fifty.
The Jordan Insurance Agency has served Charlotte families and businesses since 2006. We’re independent, which means we don’t work for any single insurance company. We work for you — comparing options from multiple A-rated carriers and explaining the trade-offs in plain language. Today we’re licensed in 23 states, but our roots and our office are right here in Ballantyne.
What we cover
Open enrollment help, subsidy checks, and plan comparisons for families, self-employed professionals, and small business owners across South Charlotte.
Learn more →Turning 65 in Ballantyne? Whether your doctors are with Atrium Health or Novant Health makes a real difference in which plan fits. We know the local networks and walk you through Advantage vs. Supplement step by step.
Learn more →Term, whole, and universal options compared across carriers — matched to your mortgage, your kids’ timelines, and your budget.
Learn more →From Ballantyne townhomes with HOA master policies to single-family homes in Ardrey and Providence Crossing, we make sure dwelling coverage matches replacement cost — and that your auto liability actually protects what you’ve built. North Carolina’s minimums rarely do.
Learn more →Affordable add-on coverage — plus accident, critical illness, and motorcycle — to round out your protection.
High-value homes, annuities, and retirement planning for Ballantyne professionals and business owners.
Why your neighbors choose us
One application, multiple carriers competing for your business. One office for your health, life, home, and auto questions. One team — Billy, Tanya, Richard, Lamont, and Gloria (hablamos español) — that answers the phone year-round, not just at enrollment time. And because we’re paid by the carriers, our guidance costs you nothing.
Serving all of South Charlotte
Ballantyne is home base, and we serve all of South Charlotte and beyond. We’re licensed in 23 states, so your coverage follows you if you move.
Free parking at the Toringdon campus. Walk-ins are welcome, but appointments are preferred.
Real client experiences
“My experience with Billy was perfect. My husband passed away and I needed individual insurance by year’s end. Billy helped me find the best insurance for my situation — and it’s affordable. Caring, listening, knowledgeable, and professional.”
“Billy has provided outstanding service navigating the complex world of Medicare plans! He responds quickly, communicates clearly, and has the utmost patience. He and his team are efficient, kind and always professional.”
“Mr. Jordan patiently walked me through the entire process. The option I chose will save me $200 per month in my premium and it is a better policy than I had previously. I highly recommend Billy Jordan.”
“Billy has been taking care of my family insurance for 3 years now. It is always painless, professional and makes my family feel cared for. Another agency was going to charge me HUNDREDS more. Grateful I trusted my instincts.”
“Outstanding customer service with super fast response time. Billy has helped me with landlord, renters, auto, and health. When my health carrier pulled out, he notified me a month in advance and found me a new plan. Highly recommend.”
“The Jordan Insurance Agency is very professional and caring about their customers. They listen and truly seek to understand your needs. You are definitely heads above the rest!”
Good to know
Yes. We’re an independent agency, not a captive/branded office. We represent many A-rated carriers and compare them for you, so you get the best fit — not one company’s pitch.
No — Ballantyne is home base, and we serve all of South Charlotte: Blakeney, Piper Glen, StoneCrest, Ardrey, Pineville, Matthews, Waxhaw, and Fort Mill, SC. We’re licensed in 23 states, so coverage follows you if you move.
Nothing. Independent agents are paid by the insurance carriers, so our comparison work and advice are free to you — and the price of a policy is the same whether you buy through us or directly.
We represent multiple A-rated carriers, including Blue Cross Blue Shield of North Carolina, UnitedHealthcare, Aetna, Humana, Cigna, Mutual of Omaha, Safeco, Travelers, Progressive, and National General.
Three months before your birthday is ideal — that’s when your Medicare Initial Enrollment Period opens. Bring your doctor list and prescriptions; we’ll check them against the local Atrium and Novant plan networks before you commit to anything.
Yes — policy reviews are free and the most common way new clients find savings. Bring your current declarations pages and we’ll show you side-by-side what the market offers.
Free · No pressure
Talk with the local team serving Ballantyne — no pressure, no cost.
Call (704) 926-7565North 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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