Planned Excellence

Tips for Finding an Agent

• Make sure they inform you of discounts
• If the agent is too busy to sit down with you, find a different agent
• Independent insurance agents are not tied to one company
• Captive agents only work for one company
• Follow your instincts regarding the integrity of the agent

Insurance Buying Tip

Under no circumstances allow your home or auto policies to expire without new coverage in place. You may find it very hard to get insurance again in California and insurance rates could be considerably more than before.

Call Planned Excellence at (805) 969-9733 or visit them in Santa Barbara for an insurance review.

Frequently Asked Questions

• How can I find an agent in Santa Barbara?
• Why do I need an insurance agent?
• What are minimum liability requirements in California?
• What are car insurance deductibles?
• How can I find cheaper car insurance for my teenager?