Protect your assets and your lifestyle.

You've worked hard to build your wealth. As a partner of First Element, we're ready to help protect it by creating a customized personal portfolio that reflects your lifestyle and risk tolerance.

To understand your needs, we'll ask you some basic questions and to provide your current policy info. 

Get Started
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Partner with the right broker.

Successful individuals and families have unique needs that your typical insurance agent just can't support. Here's what Gregory & Appel can offer:

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Deductible Reviews

Your low deductible plan could be obsolete, relative to your policy limits. We'll help you avoid overpaying on premiums.

Apply Available Credits

You could be missing out on available credits you weren't eligible for when your policy was first implemented. 

Negotiate With Underwriters

One of the country's most trusted agencies since 1884, our relationships with carrier partners give you added leverage.

We also offer:

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24/7 Claims Assistance

Make us your first call when you experience a claim event. We'll be your advocate, every single step of the way.

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Annual Reviews

We don't just set it and forget it – we work with you continuously to make sure your program keeps pace with your lifestyle.

Ready to get started?

Once you answer some basic questions and provide your current policy info, we'll schedule a discovery call to understand your exact needs.
Let's Begin!