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Cases study

Home – Cases Study

Challange :

We work with insurance every day — here’s a snapshot of how a few recent engagements played out. Each one started with a free consultation and an honest review of what coverage actually fit the situation.

  • Helped a Livonia family compare 3 Medicare Advantage plans and switch to one that saved them $1,840/year while keeping their primary care doctor.
  • Audited a small contractor's commercial policy and re-bundled coverage to cut premium by 18% while adding cyber liability they didn't have.
  • Rebuilt a homeowner's policy after a kitchen fire revealed their dwelling limit was $90,000 below replacement cost — before any claim was filed.
  • Set up a 20-year term life policy for a couple expecting their second child, sized to cover mortgage + childcare + education through age 22.
  • Walked a new business owner through a complete BOP + workers' comp + commercial auto package before their first day of operations.
  • Reviewed a retiree's auto policy and adjusted the Michigan PIP limit and uninsured-motorist coverage so they were properly protected without overpaying.
Business insurance — Samantha Lewis Agency
Client :
Rometheme Studio.,
Date :
25 May 2023
Category :
Health insurance
Duration :
3 Years
Chart graphic — Samantha Lewis Agency

Solutions :

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Result :

Premium dropped 18%, coverage widened, and the client kept the same renewal date. Total time invested: one 30-minute call plus a follow-up email.

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