Start with the situation, not the jargon
Insurance conversations are easier when you begin in your own words. Tell Victor what you are trying to protect, what prompted the conversation, and what you hope to understand before making a decision.
For example, you might be thinking about a vehicle, a new home or rental, people who depend on you, a farm, or a business you are growing. That context helps shape the next questions. You do not need to decide which options are right before the first conversation.
Bring the questions that matter to you
A first conversation is a good time to get oriented. Write down questions in advance so you can use the time well. These prompts can help:
- What information would be helpful for the next step toward a quote?
- What choices or details should I understand before I make a decision?
- What is the best way to compare the options that are discussed?
- Are there documents or details I should keep handy for a follow-up conversation?
- What should I ask if my situation has recently changed?
There is no need to ask every question at once. The goal is to leave the conversation knowing what comes next and what you still want to learn.
Have a few basic details nearby
It can be helpful to keep a few non-sensitive details within reach. The exact information depends on the topic, but you can start with the basics below.
For auto insurance
Think about the vehicles and drivers you want to discuss, plus any change that made you start looking. Visit the auto insurance page for a focused starting point.
For home, renters, or condo insurance
Be ready to describe the kind of place you call home and whether you are moving, buying, renting, or reviewing an existing situation. The home insurance page has more conversation prompts.
For life insurance
Start with the people and priorities on your mind, along with the questions you have about term or whole life. See the life insurance page for a plain-language starting point.
For farm or business insurance
A brief description of your land, equipment, livestock, operations, or business can make the first discussion more productive. Explore farm insurance or business insurance to prepare for those conversations.
Use a current policy as a reference—if you have one
If you are reviewing an existing policy, keeping a summary nearby can help you describe your current situation and identify questions for Victor. It is not a requirement for the first conversation. You can start with the change you are considering or the part of your current situation you want to understand better.
Already have a policy to review?
If Victor has asked you to share an existing policy, you can choose to use Canopy Connect to share available insurance information for your quote or review conversation. You do not need to use it to call, email, or schedule a meeting.
Share your current policy via Canopy Connect
Opens Canopy Connect in a new tab. Review Canopy Connect’s Privacy Policy and Terms before continuing. Do not email insurer usernames, passwords, or sensitive policy information to Stevenson Insurance.
Protect your information
Please do not send Social Security numbers, bank details, driver’s license numbers, or complete policy numbers in an initial email or web-form message. Victor can explain the appropriate next step if more information is needed.
Common questions
Do I need to know exactly what insurance I want before I call?
No. Begin with the people, property, work, or plans you want to discuss. Victor can help you identify useful questions and information for the next step.
Can I start by phone, video, email, or an in-person meeting?
Yes. You can call, email, schedule a meeting, or use the quote-request form. Choose the contact method that is most comfortable for you.
Should I send my current policy by email?
For privacy, do not send sensitive personal or policy information in an initial email. If Victor asks you to share an existing policy, you can choose to use the Canopy Connect option above instead.
Ready to start?
You can begin with one question. Call Victor, schedule a meeting, or send a brief request describing the insurance topic you would like to discuss.