Charlotte, NC · Independent since 2006

Your Independent Insurance Agency in Charlotte, NC

Your independent Charlotte insurance agency since 2006. Compare Health, Medicare, Life, Home and Auto options with one local team. Get clear answers on coverage, costs and your next step.

Get a free review Call (704) 926-7565
★ 4.9 from 171 Google reviews ● Independent since 2006 ● Licensed in 23 states
Your local independent agent at The Jordan Insurance Agency in Charlotte, NC
4.9
★★★★★
171 Google reviews

Why independent matters

How our Charlotte insurance agency compares coverage for you

The Jordan Insurance Agency is an independent insurance agency serving Charlotte families and businesses since 2006. We compare coverage available through our agency across multiple carriers, explain costs and exclusions, and help with enrollment and policy reviews. Bring your current policy, renewal notice and coverage priorities. Our Charlotte office is at 3540 Toringdon Way, Suite 200; call (704) 926-7565 to start your review.

Captive agent

One company’s shelf

Sells only their own brand’s policies. If it stops being a fit, that’s your problem to untangle.

The Jordan Insurance Agency

The whole market

We compare many A-rated carriers, place you with the best fit, and re-shop it when your rate or needs change.

What we cover

Coverage Charlotte families and businesses actually need

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Health & ACA Marketplace

Compare individual and family plans, subsidy eligibility and enrollment options. We help check your Atrium Health or Novant Health doctors against each plan’s current network.

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Medicare

Compare Medicare Advantage, Supplement (Medigap) and Part D options, enrollment timing, doctors and prescriptions with a Charlotte agent.

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Life Insurance

Term, whole, and final expense to protect your family’s future.

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Home & Auto

From Uptown condos to Ballantyne and Steele Creek homes — bundled to save.

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Dental, Vision & Renters

Affordable add-on coverage to round out your protection.

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Business, Annuities & Retirement

Coverage and planning for Charlotte business owners and savers.

Serving all of Mecklenburg County

Local, and actually reachable

Our office is on Toringdon Way in South Charlotte, minutes from I-485 and Ballantyne — but we serve all of Charlotte and Mecklenburg County. Call, email, or sit down with us in person. You’ll talk to a real local person, not a 1-800 queue.

UptownSouth EndDilworthMyers ParkPlaza MidwoodNoDaUniversity CitySteele CreekBallantyneCotswoldMatthewsPinevilleHuntersvilleFort Mill, SC
20+
Years serving Charlotte
4.9★
From 171 Google reviews
23
States licensed

Real Charlotte clients

Why Charlotte neighbors choose us

★★★★★

“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.”

PPortia Y.
via Google
★★★★★

“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.”

DDenise I.
via Google
★★★★★

“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.”

SSteve A.
via Google
★★★★★

“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.”

DDana S.
via Google
★★★★★

“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.”

TTina S.
via Google
★★★★★

“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!”

TTangela D.
via Google
Read all 171 reviews on Google

Good to know

Frequently asked questions

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.

All of Charlotte and Mecklenburg County — Uptown, South End, Dilworth, Myers Park, Ballantyne, University City, Steele Creek, Matthews, Pineville, Huntersville — plus nearby Fort Mill and Rock Hill, SC. Our office is on Toringdon Way in South Charlotte.

Captive agents sell only their own company’s policies. As an independent agent, we shop many carriers and show you the best price and coverage for your situation — and we re-shop it when your needs or rates change.

Yes. We help Charlotte individuals and families compare Marketplace (ACA) plans, apply subsidies/tax credits, and make sure your Atrium or Novant doctors are in-network — at no cost to you.

No — Health, Medicare, Life, Home, Auto, Dental & Vision, renters, annuities, retirement, and business insurance. One local team for everything.

Nothing extra. You pay the same premium as going direct to the carrier; our help and ongoing service are included.

Free · No pressure

Get a free, no-pressure insurance review

Talk to a local Charlotte agent who works for you — not a carrier.

Call (704) 926-7565
Locations
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North Carolina Office
3540 Toringdon Way
Suite 200
Charlotte, NC 28277

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Tennessee Office
159 4th Ave N
Suite 100
Nashville, TN 37219

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(704) 926-7565

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(980) 206-3356

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