Trust us to find the right insurance solution for you, every time.
At Policyline Insurance Solutions, we believe that our mission is to simplify the employee benefits experience for the business community and their employees. We strive to accomplish this by listening to our clients, leveraging technology, and providing solutions that make sense. We want to change the way you think about employee benefits.
Our History
Policyline Insurance Solutions was founded in 2003 by Geoff Ricks, who has a wealth of experience in the insurance industry. With over 25 years of experience, Geoff has dedicated his career to providing quality and cost-efficient insurance products and employee benefit consulting services to businesses. Under Geoff's leadership, Policyline Insurance Solutions has grown significantly and has received numerous awards from nationally recognized insurance companies.
Our Vision
Our vision is to be a leader in the Employee Benefits industry, providing innovative and cost-effective solutions to our clients. We believe that our team of highly experienced professionals is our greatest asset, and we are committed to providing exceptional service and knowledge to our clients.
Our Services
At Policyline Insurance Solutions, we offer a range of services to our clients, including:
- Employee Benefits: We work with small to medium-sized employers throughout North Carolina to provide comprehensive and cost-effective employee benefits packages.
- Compliance: We stay up-to-date with the latest compliance regulations and ensure that our clients are in compliance with all relevant laws and regulations.
- Technology: We leverage technology to streamline our services and provide our clients with a seamless experience.
- Individual Insurance: We offer individual insurance plans, including health, vision, and dental insurance, to help individuals and families protect their health and well-being.
- Medicare: We specialize in Medicare Advantage plans, Medicare Supplements, and prescription drug plans to help seniors and individuals with Medicare navigate the complex Medicare system.
Our Team
Our team is comprised of highly experienced professionals who are committed to providing exceptional service and knowledge to our clients. Our team includes:
- Geoff Ricks: President & CEO, who has over 25 years of experience in the insurance industry.
- Matt Waters: Licensed Sales Agent, who has extensive experience working with individuals and small to mid-sized employers to provide clarity and understanding for group health and ancillary programs.
- Jeff Kristofak: Licensed Sales Agent, who has over 16 years of experience working in the insurance industry and has a wealth of insurance knowledge to share with our clients.
What Sets Us Apart
At Policyline Insurance Solutions, we pride ourselves on our commitment to integrity, service, and knowledge. We believe that our experience, professionalism, and passion for helping others set us apart from other insurance brokers in the industry. We are dedicated to providing our clients with the best possible service and solutions to help them achieve their goals.
Exceptional Service and Cost-Effective Plans
The reviewers had an overwhelmingly positive experience with Policyline Medicare and its representative, Matt Waters. They searched for a plan that met their specific needs and included their Medical Doctors, Dentist, and Chiropractor. Matt was able to find a plan that met every need, including all their doctors, and even added benefits they weren't expecting.
The reviews highlight the excellent customer service provided by Matt Waters. He was informative, available, and worked overtime to ensure that their medications and doctors were covered at a minimal cost. The reviewers were thrilled with their new plan, which not only reduced their expenses but also provided more benefits than their previous provider.
One reviewer, Lee Spencer, gave Matt 4 stars, noting that he was very responsive and knowledgeable. While he didn't mention any specific issues, he did express satisfaction with the plan Matt suggested, stating that they would be using Policyline in the future.
Conclusion
Overall, the reviews demonstrate the exceptional service and cost-effective plans offered by Policyline Medicare and Matt Waters. The reviewers were extremely satisfied with the service they received, citing Matt's responsiveness, knowledge, and ability to find a plan that met their specific needs.
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