Client Expectations

Don’t Take It From Us.  Take It From Our Customers! 

If you want to know what to expect from us, just ask our customers.  While others wax poetic about dedication and passion, we make ourselves accountable by asking our clients what they think.

We analyze our survey results to ensure that we maintain our strengths and identify our weaknesses so we can continue what’s working, change what’s not, and make our service the best it can be.

Here are some of our best ratings:

      • 95 % of our customers say that they will use Preferred Brokerage again.
      • 91 % rate our knowledge of the insurance product that was requested as Above Average or Excellent.

Here’s what some of our customers are saying:

“My contact at Preferred Concepts is Russell Bank – he is by far one of the best brokers I’ve worked with.  Responds quickly and always follows thru.  Can’t say enough good things about him!”

“Keep doing what you are doing!”

And here are some that have inspired change:

    • 77 % of our customers rate our timely response to phone calls and e-mails as Above Average or Excellent.
    • One negative comment that we received was: “Overall we are very pleased but the lag time in day to day processing does create frustration.”
    • To improve customer satisfaction in this area, we’ve revised our service protocols.  Going forward, our service pledge requires that every customer receive a response within 24 hours of their request.


Founded on a Service Promise

Our brokerage business was founded on the principles of open, collaborative and responsive service.  We strive to continue that tradition and unlike many of our competitors, we welcome customer feedback!    If you are a current customer of Preferred Advantage and you have recently bound business but have not been surveyed, please contact us at or contact any one of our helpful brokers!

In the News

Alliant Insurance Services Acquires Preferred Concepts

July 28, 2015

Alliant Insurance Services continues expansion of MGA practice, acquir ...

Robert Kohn Joins Preferred Concepts as Director of Risk Management Services

February 17, 2015

New York, NY (February 17, 2015) – Preferred Concepts, LLC, www.pref ...

EZU Announces New Carriers!

December 4, 2014

Preferred Concepts Moves Coverage to Travelers and Fire ...