Frequently Asked Questions

The Jordan Insurance Agency takes great pride in providing a wide range of insurance policies to meet your unique needs. We offer a comprehensive suite of services, including Insurance, Home Insurance, Health Insurance, Life Insurance, Business Insurance, Renters Insurance, Umbrella Insurance, Travel Insurance, Pet Insurance, Disability Insurance, and Long-Term Care Insurance. Our goal is to protect your assets, prioritize your health and well-being, plan for the future, and safeguard your business. With our dedicated team of professionals, we are committed to guiding you throughout the entire process, ensuring that you receive the optimal coverage that aligns perfectly with your specific requirements.

Yes, the agents at The Jordan Insurance Agency are licensed professionals who possess extensive knowledge about various insurance products. They have undergone rigorous training and hold the necessary licenses to provide expert guidance and assistance. With their expertise, they can help clients navigate the complexities of insurance and provide personalized recommendations tailored to their unique needs. Clients can trust that the agents at The Jordan Insurance Agency are well-equipped to offer reliable advice and find suitable insurance solutions.

The Jordan Insurance Agency brings a wealth of experience to the table, having served customers for an impressive span of 17 years. Our long-standing presence in the insurance industry is a testament to our commitment to excellence and dedication to meeting our customers’ needs. Throughout our established history, we have continually adapted to changing landscapes and emerging trends, ensuring that we provide reliable and up-to-date insurance solutions. Trust in our extensive experience as we continue to serve you with the utmost professionalism and expertise.

Absolutely, at The Jordan Insurance Agency, we specialize in offering personalized insurance solutions tailored to individual needs. We recognize that every customer is unique, with distinct requirements and risk profiles. Our dedicated team takes the time to understand your specific circumstances, preferences, and coverage needs. By doing so, we can recommend insurance products that align perfectly with your individual situation. Our goal is to provide you with customized insurance solutions that offer comprehensive coverage and peace of mind. Trust us to deliver the personalized attention and tailored insurance options you deserve.

No, there is no fee charged by The Jordan Insurance Agency for providing insurance quotes. We believe in offering our clients a free and accessible quoting service for various insurance products. For Health, Medicare, Life, Home, or Auto insurance, you can receive a quote without any cost. However, please note that for commercial insurance, which involves greater complexity in insuring specific products, there may be an application fee. This fee helps offset the costs associated with gathering and preparing a quote tailored to your commercial insurance needs. Our commitment is to ensure transparency and provide exceptional service throughout the quoting process, helping you make informed decisions about your insurance coverage without incurring unnecessary charges.

Yes, The Jordan Insurance Agency has a wide network of insurance providers to choose from. This allows us to find specific policies that meet the unique needs of individuals and businesses.

As an insurance broker working with various insurance companies, The Jordan Insurance Agency determines coverage options and premiums based on a thorough evaluation of different factors. These factors include age, health status, occupation, driving history, property type, location, and past claims. By considering these details, we assess the level of risk associated with insuring you, your property, or your business. The higher the perceived risk, the higher the premium might be. It’s important to us that we provide you with fair and competitive pricing while ensuring you receive the appropriate coverage from our partner insurance companies to protect your assets and manage potential risks.

At The Jordan Insurance Agency, we adhere to the rules and requirements set forth by the North Carolina law and our insurance carriers to ensure the privacy and security of customer information. We have implemented measures to protect your data, including:

• Compliance with Regulations: We strictly follow the guidelines and regulations outlined by the NC law and other relevant governing bodies to safeguard customer information
• Carrier Requirements: We meet the specific data protection requirements set by our insurance carriers, ensuring that your information is handled securely according to industry standards.
• Confidentiality: We maintain strict confidentiality protocols within our agency, limiting access to customer information to authorized personnel only.
• Data Security Measures: We have implemented robust security measures, including firewalls, encryption protocols, and secure storage systems, to prevent unauthorized access or breaches.
• Employee Training: Our staff receives comprehensive training on data privacy and security, emphasizing the importance of protecting customer information and ensuring compliance with applicable laws and regulations.

By adhering to these rules and requirements, we prioritize the privacy and security of your information, maintaining the confidentiality and integrity of your data throughout our business operations.

While it may seem convenient to apply for insurance online and handle everything independently, the reality is that you may end up paying more without the guidance of an insurance broker. Insurance brokers, like the ones at The Jordan Insurance Agency, offer valuable expertise and knowledge that can help you navigate the constantly changing landscape of insurance laws and regulations. By staying up to date with these changes, we have access to information that the general public may not be aware of. This allows us to find the best rates and coverage options tailored to your specific needs.

Consider the analogy of buying a home without a realtor. While it is possible, you are solely responsible for understanding and adhering to all the laws and regulations in effect at the time of purchase. Mistakes can easily occur, potentially resulting in costly consequences. Similarly, in the insurance realm, without an experienced broker, you may unknowingly overlook important factors that could impact your coverage or premiums.

At The Jordan Insurance Agency, our licensed insurance agents are here to guide you through the process, ensuring that you have the right coverage at the best possible price. We understand the complexities of insurance, and our expertise can save you both time and money in the long run. So, while applying for insurance online may seem like a cost-saving option, working with an insurance broker provides the added benefits of personalized advice, industry insights, and access to the most up-to-date information, ultimately leading to better coverage and potential cost savings.

Absolutely, the reviews showcased on our front page are authentic testimonials from real clients who have experienced our services firsthand. We understand the significance of transparency and strive to provide genuine feedback to potential customers. While some clients choose to refer business to us without leaving online comments, others eagerly share their thoughts and experiences. We take great pride in the fact that we have accumulated over 300 reviews from various sources online, with Google reviews being the most reliable representation of client feedback, as reflected on our website. Reading our reviews is essential as it allows you to gain valuable insights into the experiences and satisfaction levels of our clients. They serve as a testament to our unwavering commitment to exceptional service and customer satisfaction. We encourage you to take the time to read these reviews, as they provide an unbiased perspective on the quality of our services. The feedback provided by our valued clients is a valuable resource that helps you make informed decisions and understand the level of service we consistently strive to deliver. At The Jordan Insurance Agency, we believe in transparency and proudly share the positive experiences and trust that our clients have placed in us over the years. 

A Ramsey Endorsed Provider is a distinction given to professionals and businesses that align with the principles of financial expert Dave Ramsey. At The Jordan Insurance Agency, owner Billy Jordan proudly holds the designation as an ELP (Endorsed Local Provider) for health insurance in the Charlotte Area and surrounding regions. With over 2,000 requests for assistance and an exceptional 98% score among Ramsey Leads, Billy’s expertise and the team at The Jordan Insurance Agency have established a strong reputation for outstanding service.

Being recognized as a Ramsey Endorsed Provider signifies their commitment to providing trusted advice and top-notch service to individuals and families seeking health insurance solutions. The Jordan Insurance Agency upholds stringent standards of excellence, prioritizing coverage options that align with clients’ unique needs and financial goals. Led by owner Billy Jordan, the agency remains dedicated to exceptional service and expertise, upholding the principles and standards associated with the Ramsey Endorsed Provider designation.

The Jordan Insurance Agency provides vacation vouchers as a special benefit to our clients. When you contact us for an insurance quote, we offer you a complimentary 3-day, 2-night all-inclusive vacation voucher as a token of our appreciation, with no obligation to make a purchase. This is our way of thanking you for considering our agency.

For our valued clients, we have an exclusive VIP client program that offers even more benefits. Once you become a client, you will be enrolled in this program, granting you access to additional vacation opportunities. At each policy renewal, you will have the choice of selecting a vacation certificate for 4, 5, or 7 nights to various destinations. We understand the importance of family and downtime, and through our VIP client program, we want to ensure that you have the opportunity to create cherished memories while enjoying your vacations.

Now, you may be wondering, what’s the catch? The answer is simple: there isn’t one. We genuinely want to show our gratitude and provide you with remarkable benefits. Our vacation vouchers and VIP client program are our sincere gestures to demonstrate our appreciation for choosing The Jordan Insurance Agency. There are no hidden fees, time-share presentations, or purchase requirements associated with our vacation vouchers. It’s our commitment to building long-lasting relationships with our clients and going the extra mile to ensure your satisfaction. Contact us today for an insurance quote and start planning your well-deserved vacation.

At The Jordan Insurance Agency, we offer multiple appointment options to facilitate discussions regarding insurance coverage. Depending on your preference and the specific needs of your policies, you can choose from three convenient methods: phone call appointments, Zoom video conferences, or in-person meetings. We understand the importance of personalized communication, and our team is committed to providing flexibility and convenience in scheduling appointments. Whether you prefer the convenience of a phone call, the flexibility of a virtual meeting, or the face-to-face interaction of an in-person appointment, we are here to accommodate your preferred method and ensure a productive discussion about your insurance needs.

The Jordan Insurance Agency mobile app is our convenient 24/7 service tool designed to enhance your insurance experience. With the app, you can easily access essential features such as obtaining ID cards for your vehicles, policy cards for your medical insurance, and even make payments towards your policy. It provides a user-friendly interface that allows you to conveniently manage your insurance needs on-the-go, at any time. The app puts the power in your hands, providing quick and easy access to important policy information and enabling you to handle various insurance-related tasks efficiently.

Absolutely! The Jordan Insurance Agency has established partnerships with various businesses, both internally and externally, in order to expand the range of services and benefits we offer to our valued clients. We take pride in these professional relationships, which allow us to collaborate with established businesses in the Charlotte market. Through these partnerships, other companies can refer their clients to us for insurance services while maintaining their existing relationship with the client. Our network of partners includes wealth management firms, CPAs, and even other insurance businesses. We are always open to exploring new partnerships that align with our business objectives and share our values. At The Jordan Insurance Agency, we believe in fostering a friendly and professional atmosphere, where collaboration with like-minded businesses leads to enhanced services and benefits for our clients.