The service provided by Lee was exceptional — very friendly and professional. I was extremely happy and would definitely recommend working with him.
View360 Insurance Advisory works hard for you. They took the time to get to know us, our culture and our needs in order to source the best suited carriers to create a unique plan to fit our company — ultimately giving us the confidence to display how valuable our members are to the company. We appreciate their personalized attention and communication with us while liaising with our insurers. They are professional, knowledgeable and quick to respond with answers and solutions, while working hard to keep our premiums low and our coverage high.
Lee and View360 Insurance Advisory did a great job for us when we merged with another firm. He collaborated with us and our new partners along with our tax and legal advisors during our shareholders’ agreement review. This led to insurance planning to fund our agreement. Next, together with his group benefits consultant he assisted in merging our group plans into a comprehensive plan that addressed different classes of employees with additional integration of executive benefits for me and the other owner’s unique needs. This was an advanced project that included some roadblocks with underwriting challenges. However, Lee and View360 Insurance Advisory applied their capability and experience, paid close attention to detail and methodically dealt with the insurance companies until I was delivered a solution that perfectly fulfilled my needs.
I have a long standing work relationship with Lee and his staff. They’ve proved to be an invaluable source for our client’s business insurance needs. Their collaborative focus fits well into our client model of not just getting the job done, but getting it done in the most effective way possible. For Lee it is all about finding the right fit and growing along with the client. For example, in one of our recent transactions Lee took the file from a simple key man insurance request through a tax planned shareholder agreement policy, then on to an acquisition and eventually a final merger. Lee managed the insurance side of the transactions streamlining our legal work on the files, and left the shareholders and HR staff very pleased with the final insurance plan and implementation. It continues to be a pleasure to work with Lee as part of the team of professionals our clients require on an ongoing basis to achieve their business goals.
We have worked with Lee and his team for many years in providing our clients with clarity, strategy and relief. I believe that our relationship provides clients a competitive edge because of the boutique service and the team approach used in meeting their needs. I find working with Lee rewarding and always look forward to collaborating with him.
It is a real pleasure to work with Lee Brooks at View360 Insurance Advisory. He is always reliable, and completes tasks in a timely manner. His integrity and high ethical standards are second to none. Lee is definitely an insurance advisor “on the ball”. Our association is grateful beyond measure for his services and we look forward to working with him in the future.