Business Details
20 Years
experience
Emergency
services
Your Trusted Independent Insurance Agency in Charlotte
The Jordan Insurance Agency is a locally-owned, independent insurance brokerage established in 2006 to address gaps in personalized insurance guidance. Founded by Billy Jordan after witnessing his mother's struggles with health insurance during her illness, the agency prioritizes client-centric service over corporate interests. With a team of licensed professionals, we offer comprehensive coverage options across health, life, home, auto, and business insurance, leveraging partnerships with top-tier carriers to deliver unbiased recommendations.Our commitment to continuous professional development ensures clients receive expert advice tailored to evolving needs. Recognized as a Ramsey Endorsed Local Provider with an A+ BBB rating for 17 years, we maintain over 300 positive reviews while offering 24/7 support through phone, virtual, and in-person consultations.
Services
Health Insurance
Medicare
Life Insurance
Home Insurance
Auto Insurance
Business Insurance
Accident Insurance
Annuities
Life & Legacy Planning
Employee Benefits
Details
- Year established: 2006
Highlights and features
- 17 years of experience serving Charlotte's insurance needs
- Independent broker with access to multiple top-tier carriers
- Personalized service prioritizing client needs over corporate interests
- A+ Better Business Bureau rating for 17 consecutive years
- 300+ positive reviews from satisfied policyholders
Associations and certifications
- Better Business Bureau (BBB)
What people say
Exceptional service
Trusted advisor
Prompt response
Comprehensive coverage
Personalized solutions
Services
Health Insurance
We provide comprehensive health insurance solutions for individuals and families, ensuring access to quality healthcare while protecting against unexpected medical expenses. Our experts help clients navigate plan options, coverage limits, and provider networks to find policies that balance affordability with essential benefits. With partnerships across major insurers, we deliver tailored solutions that adapt to changing life circumstances.
Life Insurance
Our life insurance offerings protect families' financial futures through term and permanent policies. We help clients determine appropriate coverage amounts based on income replacement needs, mortgage obligations, and educational expenses. With access to multiple carriers, we provide competitive rates while explaining policy features like cash value accumulation and riders for critical illness or long-term care.
Auto Insurance
We offer comprehensive auto insurance coverage including liability, collision, and medical payments. Our specialists help clients understand state requirements, deductible options, and coverage limits while considering factors like driving history and vehicle value. We represent multiple carriers to ensure competitive pricing and customized protection against financial losses from accidents or theft.
Home Insurance
Our home insurance policies protect against property damage from fire, theft, and natural disasters. We assess clients' specific needs based on home value, location, and personal assets to recommend appropriate dwelling coverage and liability protection. We explain policy details like replacement cost vs. actual cash value while helping clients secure competitive rates from trusted insurers.
Medicare
We specialize in Medicare solutions for seniors and qualifying individuals, explaining Part A/B/D options and supplemental policies. Our agents help clients understand coverage gaps, prescription drug plans, and network restrictions while comparing options from multiple providers. We provide ongoing support to ensure clients maintain appropriate coverage as their healthcare needs evolve.
People
Billy Jordan, Jr.
President
Billy Jordan, Jr. leads our agency with a commitment to personalized service established by founder Billy Jordan. With over 15 years in insurance, he focuses on strategic growth while maintaining client relationships. His leadership emphasizes ethical practices and community engagement.
Richard Thomas
Risk Manager
Richard Thomas brings 12 years of risk assessment expertise to our team. He specializes in commercial insurance solutions, helping businesses identify exposures and implement cost-effective protection strategies. His background includes Fortune 500 risk management experience.
Lamont Joseph
Risk Manager
Lamont Joseph provides expert risk analysis for business clients, focusing on liability and property protection. With a decade of insurance experience, he develops customized solutions for small to mid-sized companies across Charlotte's key industries.
Tanya Jordan
Health & Medicare Agent
Tanya Jordan specializes in health insurance and Medicare solutions, helping clients navigate complex coverage options. With eight years of experience, she focuses on senior healthcare needs and employer-sponsored plan alternatives while maintaining bilingual service capabilities.
Tommie Banks Jr.
Health & Medicare Agent
Tommie Banks Jr. assists clients with health insurance and Medicare enrollment, emphasizing preventive care and cost-effective coverage. He has seven years of experience guiding individuals through policy selection while maintaining certification in senior healthcare planning.
Questions
What types of insurance does The Jordan Insurance Agency offer?
We offer health, life, home, auto, Medicare, business, accident insurance, annuities, and life & legacy planning services.
Are your agents licensed professionals?
Yes, all our agents hold active licenses and complete ongoing training to maintain expertise across insurance product lines.
How long have you served Charlotte?
We've provided insurance solutions to Charlotte residents and businesses since our founding in 2006.
Do you charge for insurance quotes?
No, we provide free quotes for personal insurance products. Commercial insurance may require a small application fee.
Can I get 24/7 support?
We respond to urgent matters within 24 hours and offer after-hours contact options for emergencies.
How do you determine insurance premiums?
Premiums depend on factors like age, health status, driving history, property value, and coverage limits specific to each policy.
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