Skip to main content
First Tech Routing #321180379

It’s easier than ever to do business with First Tech Insurance Services

woman on a laptop working

In a year that has been defined by change, the Insurance Sales and Service teams at First Tech have taken a fresh approach to serving members – one which has improved the quality of service and reduced response times.  

Previously, the Sales and Service teams were separate groups, which made it confusing for members to know who to call for policy reviews, claims, questions about billings, etc. Now, sales agents and client service agents work closely as a team throughout the process, providing members a single point of contact for all their insurance needs. 

 “There’s nothing more important to us than our relationships. You aren’t just reaching out to a 1-800 number, where a representative will assist your request but doesn’t have a complete understanding your needs,” said Robert Souza, Insurance Sales Manager at First Tech. “We want to take the time to understand your situation and help you make great decisions about your coverage.” 

With a single point-of-contact, First Tech’s service team can more effectively communicate with members and educate them about all of their options and future plans. Our agents help them utilize their insurance plan as an important financial tool for protecting current and future assets, not just as a commodity that is paid for when it’s needed. Robust policy protections can help when the unexpected hits, and First Tech’s Insurance teams are ready to offer their expertise every step of the way. 

Insurance Services Manager Tami Morey credits the early success of the partnership program to the tireless teamwork and adaptability of all First Tech agents.  

“That partnership really solidified our success. What the Sales team can do to help the Service team and vice versa, it makes our service seamless,” Morey said.