Montgomery & Associates Insurance & Financial Services Named Best Practices Agency 2020
NASHVILLE, TENNESSEE, February 2, 2021 – Montgomery & Associates Insurance and Financial Services earned the designation of Best Practices agency for the fifth consecutive year. The agency joins an elite group of independent insurance groups around the United States who share the Independent Insurance Agents & Brokers of America (IIABA) Best Practices Group status.
CEO and Founder Will Montgomery commented, “This award matters because it tells us that we are doing so many things right and identifies areas of improvement to best serve our clients and grow as an organization.”
The insurance agencies comprising the study group are selected through a rigorous nomination process with uncompromising qualifying criteria, resulting in the top firms selected as Best Practices Agencies. The Best Practices agencies retain their status during the three-year study cycle (2019-2022) by submitting extensive financial and operational data for review each year. During the 2020 Study year, only 262 of the estimated 36,000 independent agencies throughout the United States, qualified and retained their status as a Best Practices agency.
Montgomery further shared, “The Best Practices study shows our agency is proficient at managing risk to protect clients with unique asset exposures, including owners of luxury homes, collectible cars and commercial businesses.
We have assembled one of the finest teams in the nation comprised of industry leaders who bring risk expertise within commercial insurance and personal lines. We take time to fully evaluate and mitigate risk exposures that can threaten personal wealth or business assets. With this recognition, our skilled agents can serve as trusted advisors providing tangible asset protection, risk management, and creative problem-solving free from barriers.”
Montgomery & Associates Insurance & Financial Services offers multiple insurance carrier proposals for homeowners, life, auto, short-term rental, collectible automobiles, high-value houses, and commercial insurance. Prominent carriers include Chubb, Progressive Insurance, Nationwide Private Client, MetLife, Safeco, Cincinnati, PURE, and Westfield Insurance. Montgomery & Associates Insurance & Financial Services was selected as Small Business of the Year (Nashville Business Journal) and Best Insurance Firm. Will Montgomery was recognized in the Who’s Who Biographical Registry, was a finalist in the Nashville Entrepreneur’s Center’s NEXT Award and received the Favorite Insurance Agent award in past years. He is designated as a MetLife leader and a Progressive Insurance Platinum agent. Most recently, he was awarded Best Insurance Agent by The Tennessean, which is owned by Gannett.
Montgomery and Associates Insurance & Financial Services is a Nashville insurance firm uniquely positioned to offer commercial and personal lines of coverage and financial services. According to Will Montgomery, "We feel our clients need both risk management advice and financial guidance which are of utmost importance in today's environment. Our clients need to have a well thought out strategic plan to protect what matters most. We meet with clients to learn their risk exposure within their highest valued assets. Our firm insures owners of businesses, short-term rentals, sports cars, RVs, and collectible cars, and signatures homes. Ultimately, our agency provides peace of mind that our clients are properly protected in these uncertain times."
Will and his team at Montgomery are committed to giving back to the local community. He has personally volunteered with the Second Harvest Food Bank of Middle Tennessee, the American Liver Foundation, Juvenile Diabetes Research Foundation, Habitat for Humanity of Greater Nashville, Hands on Nashville, and the Fatherhood Foundation. Will is a member of the Round Table Experience, Nationwide Private Client Advisory Panel, Selective Insurance Advisory Panel, National MetLife Insurance Advisory Panel, and the Entrepreneur Organization EO Nashville.
For more information contact:
Montgomery & Associates Insurance and Financial Services
1730 General George Patton Dr
Brentwood, TN 37027
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