click here for...  OUR PHILOSOPHY 

Source Insurance Group is an independently owned and operated Insurance Agency, located in the heart of Doylestown, PA. We provide a consultative, holistic approach rarely seen in the insurance industry. Through years of feedback and watching the industry transform from a high personal touch, relationship oriented business to a one size fits all, take it or leave it mess, we decided to take the bull by the horns and get back to basics.

We firmly believe that doing the right thing is the only way to operate - without exception!

What does that mean?
 

Taking the time to understand what our clients need, want and must have

Being transparent by educating our clients about how the industry works and empowering them to make sound decisions

Working with our clients and their trusted advisors to understand what needs to be protected

Gaining knowledge of our clients cash flow, assets and liabilities to help them evaluate opportunities for improvements to coverage and to their overall financial well-being

Performing annual reviews of our clients financial condition to re-evaluate whether coverage is appropriate

Reviewing your policy annually and comparing the premiums against at least 3 carriers to get you the best rates possible - it's our Guarantee!

Acting as an advocate for you at all times, especially in times of need, rather than hiding to avoid addressing tough decisions

Where most agencies - both captive and independent - fail with clients is that they're incented to get your business, but have little incentive to keep your business. It's why you rarely hear from your Agent after the policy is in force.

In part, the reason is because most Agents (actually, most sales professionals) are driven by a transaction, not a relationship. That's simply because the more transactions they ink, the more money they make.  In addition, Carriers and Agencies often pay Agents less for renewing policies than for new policies. The incentive is to get new business and not necessarily service the business they have.

The largest reason the transaction trumps the relationship, in our opinion, is the time it takes to do the right thing. Asking questions, reviewing policies, coordinating the Agent's recommendations with the clients' advisors, and ultimately educating our clients takes a tremendous amount of time. We're talking hours not minutes - for each client. That's not attractive to most Agencies. Volume drives most businesses and that drives behavior. Focus on a transaction is paramount for the vast majority of insurance agencies. The relationship often becomes secondary.

That's the primary difference between Source and the market. We won't compromise what right for what makes financial sense.
We’re available to you as a trusted resource for knowledge, growth, protection, and prosperity– for life!

Let Source show you how were different. You'll never forget the day you decided to make that change.

Thanks in advance for the opportunity to help!

Yours to count on,

Nicholas R. Walter, President &
Matthew L. Lederman, Vice President