Why did we start Policy Solver?

Policy Solver was founded by Eric, who knows first-hand how important insurance is to protecting the one’s we love. Eric had a life experience where having insurance saved his family from financial ruin, and enabled getting the healthcare needed.  He also had an experience where not having insurance caused his family to worry and fear the future of not getting the long term care needed. 

Eric spent years working inside big corporations including an insurance carrier and a broker, and believes things can be done better for the customer.

Here at Policy Solver, we are doing just that. We’re partnering with some of the best carriers and companies to offer great coverage at reasonable rates, and working hard to help streamline the process so you can get the insurance you need.

Eric Berkman 1

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How is Policy Solver Different?

Our agents are licensed in Life & Health products, authorized to sell all products including long term care, disability, Medicare, life insurance and various forms of those products and others under the Life & Health umbrella. Our team and I have licenses in multiple states, and are eligible to serve anyone in the U.S.

Stephanie BW

Stephanie Wilson

Director of Operations

Jack BW

Jack Thomas

Agent

Tiffany Durkin BW

Tiffany Durkin

Agent

Professional Consultations

Insurance can be complicated, and often the best way to learn is through talking to someone. Our consultants offer advice free of charge, and can get you set-up on a plan tailored to your individual needs & budget. Get your questions answered with no commitment.

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We work for you. We do not work for the insurance carriers and we’re not an insurance carrier. We are a broker, and so by definition we are able to shop all of the highly rated insurance companies we have partnerships with, and offer you the best product with the most coverage to meet your specific needs at the best price available. We’re here to help you decide how much insurance you need, and will walk you through your options.  And if you don’t need insurance we’ll tell you that, too.

We believe in transparency and treating people like we want to be treated – with honesty and respect, and with your best interests in mind.  If you don’t feel like we’re doing that, we want to hear about it, please let me know at eric@policysolver.com.  We will respond and we’ll work hard to make things right.

Our Values

1. Customer-first

2. Authenticity

3. Simplicity

4. Transparency

5. Lowest rates and best coverage

6. Friction Free

Our Process

Our goal is to provide both sides of the story when it comes to insurance needs and offer up information and tools to help guide you on your journey.  So, check out our site, read our guides and articles, then get in touch and see how we can help protect you by getting the insurance coverage you need.

 
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How does Policy Solver make money?

We will never send you a bill. We get paid a commission directly from the insurance carrier who you buy a policy from.

This has already been negotiated before we even talk to you. It is our job to act in your best interest and get you the best policy at the best price, and we will do that. But you should know that the policy premium will be used to determine how much money we make. The higher the premium, the higher our commission and vice-versa.   

Most brokers and carriers won’t tell you this, but we believe in being upfront.  However, through our needs analysis process, we’ll present you with coverage options, recommend what we think is best based on your needs, and then it’s up to you to decide what you want to do. 

Ultimately we want you to get what you need, and if we do our job the right way, you’ll get the coverage you need, and we’ll make a living.  That’s about it.

 

Caregiving Certification

Policy Solver is partnering with Caregiverlist.com to provide access to their caregiving resources including caregiver certification training and other resources to help plan for the golden years. Caregiverlist offers certification for professional caregivers and family caregivers. If you’re interested in becoming a senior caregiver or need to renew your certification then they have the training to help you get it done. Learn more by checking out Caregiverlist’s certification training.

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Select Insurance Type

Where are you in your disability
insurance planning?

Disability Insurance will help protect you from the loss of income if you become sick or unable to work for an extended period of time.  We’ll help get you the best rates and the coverage you need.

Where are you in your long term care planning?

Long Term Care Insurance will help protect your savings, while enabling you to get the care you need when you need it. We’ll help get you the best rates and the coverage you need.

Where are you in your Life Insurance planning?

Life insurance will help you protect those you love and count on you for providing financial support, in the event you pass away. We’ll help you find the right policy, with the best coverage and best rates.

Where are you in your Medicare insurance planning?

Medicare insurance will help get  the healthcare you will need when you turn 65.  We’ll help get you enrolled and get you the best rates and coverage you’ll need on a Supplemental Medicare to make sure you’re fully covered.

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