Our Process
Once you decide to engage us, we get to work to get you moving forward – because you have high places to go! Let us develop and implement solutions for each of your specific needs, following our winning four-step process…
1
Discover
We uncover exactly where you are today, and what you’d like to achieve in the years to come so we can develop a personalized solution that will best help you realize your dreams, whatever they might be.
2
Design/Research
Whether we’re shopping insurance coverages and plans for you, or developing a comprehensive financial plan, our teams design a strategy to meet your targeted, specific goals, both short and long term.
3
Implementation
This is where the rubber meets the road. We review our solutions with you and put them into action.
4
Living
Now that we’ve put your plan into action, you can focus on what’s most important in your life. We’ll continually monitor your plan to ensure goals and expectations are met.
Our #agentofchange
At Lehigh Partners, community support is at the heart of our mission, and the Community Cause Program is one way we give back. We are proud to announce that Promise Neighborhoods of the Lehigh Valley (PNLV) has been selected as the organization for this quarter. PNLV is a community organization that is dedicated to creating inclusive and safe neighborhoods in the Greater Lehigh Valley, where children can thrive in school and adults and families can prosper.
Here we share with you a full directory of other great businesses that you may find useful. We do this as a service to you and our community, so you can rely on us as your field guides.
Kristine M.
Highly recommend for variety of insurances. As a realtor, dealing with 80% investors, I always sent my clients to get quotes from Lehigh Partners. They provide quick service and competitive prices.
Santiago R.
I’ve worked with Ryan Daubert Agency (Daubert Shannon Associates) for over 5 years. They help me reduce my insurance cost while at the same time increasing my coverages. I love the idea of working closely with local Bethlehem area companies and I’ve not been disappointed yet. I send all my local startup business associates to them for business, home and auto insurance needs.
Andrew M.
I use Ryan for everything related to insurance, been wonderful to work with for the more complex situations. I do wish more of the paperwork would be automated though (like docusign) and insurance payments auto-pay options.
Ryan and his team are incredibly responsive. They have always gone above and beyond for us.
What They Say About Us
Switching is as Easy as 1-2-3
Step 1:
Request Quote
Complete the information on the Quote Page to request a quote. One of our agents will review and respond to you quickly with additional questions.
Step 2:
Compare Us to Them
You'll receive your completed comparison quote from us shortly. Review our coverage and pricing with what you have now. Your agent will reach out to review and answer questions.
Step 3:
Say Go
Once you like the quote, let us know. We will handle everything from there for you. Including setting up your new policy and canceling your old one.