Sage Insurance & Financial Solutions

Specialties

It’s more than a Policy… it’s a Promise… and WE DELIVER!

~Insurance /​As an Independent Agent, we have access over 100 companies…

~We shop the best For You, to bring Your Best Values to You!

~Licensed, Certified, Professional Adjuster [RPA] on staff:

We know the Claims Business.

~Offering All Lines of Insurance — both Personal & Commercial.

~Commercial Bonds.

~Financial Advice & Investment Products — Retirement, College Savings, Blended Products [Life, Investment, Loan, Death, Funeral Expense & Long Term Care Benefits all rolled into one!], and more…

~Heath including Major Medical, Supplemental Medical, Vision, Dental & Hearing.

~Medicare Insurance.

~Income Preservation products including Disability & specialty insurance.

~Low [or NO] cost Group Insurance Programs including 401Ks, 403Bs, IRAs & other options your employees expect.

*SAGE is your One-​Stop Insurance Shop… in fact,

If It Can Be Protected, We Can Insure It!

History

Established in 2010.

«What’s Good for Our Customers, Is Good For Us!»

~ A 30+ year CLAIMS Department veteran, Don Bennett founded SAGE on this simple, elegant, premise.

~ Just imagine if EVERY business treated you this way…

~ Unfortunately, many promise a Great Customer Experience, but few actually deliver.

~ The moment you step in our door, you’ll sense [and soon see] that we’re different.

SAGE was built from the ground up to:

1) Provide True, One-​Stop Insurance & Financial Service Solutions,

2) Identify your Best Insurance Values & Investment Alternatives, and

3) Make the complex, simple.

The CLAIMS Advantage:

~ After 3 decades working side-​by-​side helping clients recover AFTER loss — Don & the SAGE Team understands what concerns you, and are equipped to serve as your Powerful, Post-​Loss Advocate.

~ Perhaps even more importantly, our experience helps us «see around corners» — and, Before Loss — identify exposures you may not have even considered!

We Sweat the Details so You Don’t Have to!

Meet the Business Owner

Don B.

Business Owner

~1978 — Started Insurance Career /​All Lines Field Adjuster for Wausau Insurance Companies’ — Rochester, NY Office

~ Advanced to Senior Adjuster, then Senior Specialist & was ultimately promoted to Milwaukee, Wisconsin as the Region’s Property Claim Supervisor

~ Specializing in 1^st Party Property Claims, personally trained Region’s Field Staff to professionally resolve Property Claims

~ Plucked from Wausau by The Hanover Insurance Group in 1988, Don & his family moved to Hanover’s Home Office in Worcester, Massachusetts

~ Over the next 20 years, he served in many capacities — most notably:

*Corp Director of Property Claims

*Corp Catastrophe Coord

*Large Loss & Executive General Adjuster Oversight

*Underwriting Consultant — writing policy language

*Served on many Industry Committees during this time

*Achieved Registered Professional Adjuster designation

~2 Years as Farmers Insurance Agent — St. George

~2010 Founded SAGE

~MBA & BA in Management from Rochester Institute of Tech