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In this issue , we ’ re taking a peek behind the curtain of our featured client , Lakeside Estates Townhouse Association , and finding out how they are addressing insurance needs to give their residents peace of mind with the help of their trusted Nesbit advisor Trey Griffy . We ’ ll also look at what makes Trey an advisor clients can trust , always , as well as the transformative impact AI is having on your insurance experience .

Lakeside Estates Townhouse Association is the association for a 13-unit townhome complex . It was started about two years after the property was developed . Unfortunately , when the association took over managing the complex , it found the multifamily dwelling ’ s documentation to be in bad shape . They needed help to get matters in order , particularly insurance , the association ’ s biggest budget line item .

Trey Griffy came in and wanted to make sure Lakeside Estates had insurance options right out of the gate . Thanks to ongoing communication and Trey ’ s unmatched dedication , he was “ able to negotiate a very competitive rate , something not seen for most associations .”

Read more about Lakeside Estates Townhouse Association and Trey Griffy on pages 12 to 14 .

Lastly , AI is transforming the insurance experience , and for you , it could mean lower costs , more efficient underwriting and claims processing , enhanced risk assessment , and superior customer service . Learn more on page 4 .

The Risk & Business insights we relate in this issue are designed to help you better navigate the insurance landscape and let you know about new tools available to you in that landscape . Enjoy . +

Thank you . Sincerely ,

Jay Nesbit , Operations NESBITAGENCIES . COM

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