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– View All Personal
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Meet Our Team
Meet Our Team
Lexington Office
Mark Breeden
President
Certified Insurance Counselor
Life Underwriter Training Council Fellow
Michelle Spencer
Chief Operations Officer, Treasurer and Secretary
Accredited Adviser in Insurance
Associate in Risk Management
Certified Insurance Service Representative
Certified Builders Insurance Agent
Associate in Insurance Services
Certified Insurance Counselor
Lucas Breeden
Vice President
Certified Insurance Service Representative
Commercial Lines Coverage Specialist
Certified Insurance Counselor
Spencer Breeden
Vice President
Certified Insurance Counselor
Vanessa Reddy
Personal Lines Department Manager
Certified Insurance Service Representative
Melissa Egelnick
Commercial Lines CSR
Certified Insurance Service Representative, Elite
Certified Builders Insurance Agent
Lisa Hurt
Personal Lines CSR
CISR Elite
Certified Professional Insurance Agent
Wendy Clodfelter
Commercial Lines Manager
Commercial Lines Coverage Specialist
Certified Insurance Service Representative
Certified Insurance Counselor
Jeri Latshaw
Customer Service
Certified Insurance Service Representative
Tracie Lyon
Commercial Lines Account Manager
Certified Insurance Counselor
Carmen A. Marion
Personal Lines Account Manager
Certified Insurance Service Representative
Certified Professional Services Representative
Certified Professional Insurance Agent
Pam Stallings
Commercial Lines CSR
Certified Insurance Service Representative, Elite
Jenny Young
Total Insurance Plus/Personal Lines CSR
Certified Insurance Service Representative, Elite
Sharon Hicks
Personal Lines CSR
Certified Insurance Service Representative
Jennifer Lanier
Personal Lines CSR
Certified Insurance Service Representative, Elite
Alex Watson
Commercial Lines CSR
Certified Builders Insurance Agent
Small Business Coverage Specialist
Certified Insurance Service Representative, Elite
Tamara Hunt
Customer Service
Certified Insurance Service Representative
Dan Garrison
Account Manager
Chartered Property Casualty Underwriter
Certified Builders Insurance Agent
Certified Insurance Counselor
Randy Berrier Jr
Commercial Lines CSR
Certified Builders Insurance Agent
Certified Insurance Service Representative, Elite
Cassidy Howey
Personal Lines CSR
Certified Builders Insurance Agent
Ivy Short
Commercial Lines Account Manager
Certified Builders Insurance Agent
Certified Insurance Service Representative
Sean Tatman
Individual Health Account Manager
Gisselle Castillo
Commercial Lines CSR
Denton Office
Jeff Gallimore
Regional Sales Manager
Certified Insurance Service Representative
Certified Builders Insurance Agent
Jennifer Winebarger
Employee Benefits Manager
Commercial Lines Coverage Specialist
Jimi Kay Hilton
Account Manager
Certified Insurance Service Representative
Winston-Salem Office
Steve Slate
Regional Sales Manager
Certified Insurance Service Representative
Certified Builders Insurance Agent
Dawn Howey
Commercial Lines Account Manager
Accredited Adviser in Insurance
Certified Insurance Counselor
Certified Builders Insurance Agent
Vickie Davis
Personal Lines CSR
Certified Insurance Service Representative
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Type of Insurance
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Type of Insurance *
Erie Rate
Personal Insurance
Business Insurance
Life Insurance
Health Insurance
Group Benefits
Medicare
Personal Insurance Survey
Are you interested in Flood Insurance?
Yes
No
Are you interested in Earthquake Insurance?
Yes
No
Are you interested in Water Sewage Backup?
Yes
No
Do you have any Jewelry, Furs, Art, Guns, Collectables, or Bicycles you are interested in insuring?
Yes
No
Do you have any Businesses in the Home?
Yes
No
Do you have extra Outbuildings / Other Structures?
Yes
No
Do you do any Farming at / away from residence or lease the property to farmers?
Yes
No
Has the Deed been changed on your Property, ex) LLC or Trust?
Yes
No
Are you interested in Pet Insurance?
Yes
No
Do you have a Company Car?
Yes
No
Do you have any collector/antique autos?
Yes
No
Are all vehicles on your policy titled to you?
Yes
No
Are all licensed drivers that reside in your household listed on your policy?
Yes
No
Do you drive for Lyft, Uber or any other ridesharing service?
Yes
No
Do you deliver pizza or other goods in your car?
Yes
No
Do you drive your vehicle for business?
Yes
No
Are you comfortable with your current liability limits?
Yes
No
Do you have any motorcycles/ATV/golf carts?
Yes
No
Do you have any boats or personal watercrafts?
Yes
No
Do you have any RV/travel trailer/camper?
Yes
No
Do you own any other property besides your main home: (rental, secondary homes, vacant land)?
Yes
No
Are you interested in a personal umbrella that gives additional liability over your home and auto policies?
Yes
No
Are you interested in Life insurance?
Yes
No
Are you interested in Disability Insurance?
Yes
No
Are you interested in Long-Term Care?
Yes
No
Are you interested in an Annuity?
Yes
No
Are you interested in Financial Planning / Investment Services?
Yes
No
Do you have health/dental/vision insurance?
Yes
No
Are you interested in Medicare supplement insurance?
Yes
No
Are you interested in insurance for your next vacation?
Yes
No
Are you interested in insurance for your next vacation?
Yes
No
Do you own a business?
Yes
No
If yes, do you carry business insurance?
Yes
No
Commercial Insurance Survey
Business Name
*
Have you had a change in your business' entity? (such as a change to an Inc. or LLC)
Yes
No
What are your annual Gross Receipts?
Annual Payroll?
Have you added or lost any employees?
Yes
No
What is the number of FT Employees?
What is the number of PT Employees?
What is the number of Officers?
Worker’s compensation laws are being enforced. At the minimum you can be fined by the state if you fail to carry coverage. Do you need to discuss this with us?
Yes
No
Have you had any changes in the type of work you are doing?
Yes
No
Have you purchased or sold any property, vehicles or equipment?
Yes
No
Do you need to remove or add any vehicles or leinholders on your auto policy?
Yes
No
Do you need to remove or add any drivers?
Yes
No
Have you made any building updates- roof/ heat & air /plumbing and/or electrical?
Yes
No
Would you like a quote or more information on Employment Practices Liability?
Yes
No
Would you like a quote or more information on Utility Services Coverage?
Yes
No
Do you conduct business over the internet? (such as orders, pmts, etc)
Yes
No
Would you like a quote or more information on Data Breach Coverage or Cyber Liability?
Yes
No
Would you like an Umbrella quote? We recommend all business have this!
Yes
No
Have there been any changes to your local building ordinances that require additional coverage?
Do you use drones in your business?
Yes
No
Erie Rate
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What Is The Roof Type?
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Other
If You Selected Other, Please Specify:
Do You Have A Swimming Pool On The Premises?
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No
If You Selected Yes, Where Is It Located?
Above Ground (Permanent)
Inground
Feet To Fire Hydrant
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