About Us

Vicki M James, MBA – Broker

Vicki M James, MBA is an independent license insurance agent specializing in group and individual Medicare, Employee Benefits, Long Term Care, Health and Life Insurance. Her clients are located across Western New York specifically the Rochester area and surrounding counties. She combines personalized insurance advice aimed at helping clients make informed decisions for their unique needs.

Not only does Vicki support her clients through health insurance options but she mentors a team of brokers within the area and along the East Coast. She is licensed in New York, Maryland, Virginia and the District of Columbia.

Vicki's Commitment

From day one Vicki has led the Health and Life industry by basing our business on the commitment to  her clients and prospects by:

  • Promptly responding
  • Listening to their specific needs
  • Focusing on personalization
  • Having great Customer Service

Vicki's Mission

Her mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations. Often times her advice and good counsel is engaged without payment. That underscores her commitment to serve as your advocate, focusing her attention on putting your best interests first.

Vicki's Volunteerism and Professional Associations

  • Rochester Area Business Ethics Foundation, Board Chair ’16-17
  • Rotary member, Rochester Chapter
  • WNY National Association of Health Underwriters Board Member
  • Professional Elder Network member

Vicki's Accomplishments

Medicare Rookie of the Year 2016

AARP ACES Program, nationally recognized for community volunteerism

 

 

Terry W James - Broker

Terry W James is a licensed independent insurance agent specializing in individual Medicare, Health Insurance, Life and Long Term Care Insurance. He works with individuals to identify plans that meet their personal and financial needs, allowing them to make informed decisions. Utilizing his versatile insurance knowledge, Terry provides guidance to clients in Monroe, Livingston, Genesee, Wyoming, Orleans, Ontario and Wayne counties.

Terry's Commitment:

Terry will ensure that your insurance questions and concerns are answered and demonstrates a strong commitment to his clients and prospects by:

  • Understanding their particular requirements
  • Dealing with clients with integrity and honor
  • Communicating in a timely manner
  • Being approachable to share sensitive information

Terry's Mission

“I am dedicated to this business and my clients because it’s rewarding to me to help individuals simplify the process of making insurance decisions.” With no cost appointments to review current plans and offer suggestions, Terry demonstrates his commitment to his clients every day.

Terry's Volunteerism and Professional Associations

  • Professional Elder Network
 

 

Kathy Valentino - Client Relations Manager

Kathy joined the team during Annual Election Period in 2018. She is the first line of communication with many of our clients with scheduling appointments and answering questions. When Kathy isn’t juggling the company’s calendars she is spending time with her two children and husband, Christian.