As a a unique Bozeman Insurance agency, Southwestern Montana Financial Center, Inc. offers full employee benefit packages. For the past 33 years, we have worked with our insurance customers throughout the entire state of Montana. Individuals, Businesses large and small, for profit and non-profit, have been our focus as a result of being a full-service agency. Our department of customer service specialists and case managers that make up a team, are assigned to each client. In conclusion, we are here to partner with you to deliver a successful insurance strategy for you and your team.
As a result, we are setting the bar higher….
- As a client, your calls and emails are answered the same day
- Our Agents work in advance of your renewal, and have recommendations ready when we begin the process
- We handle your claims issues and add new employees to your plan when needed
- We work with all the major carriers in the stat, therefore, we offer self and level funded products
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WHAT OUR CLIENTS SAY ABOUT US
“Southwestern Montana Financial Center, Inc. has provided exceptional service to THRIVE for over two decades. One of the greatest benefits is that Julie truly knows our staff’s unique needs and is able to summarize plans to fit those needs. We are honored to speak praises for Julie and her staff.” —Kat Massaro, Operations Coordinator
FRONTLINE AG SOLUTIONS
“We have worked closely with Julie and her staff for over 3 years and found that they were responsive to all our needs and are always there for us whenever we have questions or concerns. Julie conducts a phone conference weekly to make sure that any situation that might arise is handled immediately and she […]
News From Julie
CHALLENGES FOR A SMALL BUSINESS
Running a small business is challenging enough without the confusion health insurance can cause. Too often the resulting angst is driven by common misconceptions that experienced advisers can help dispel. Without a doubt, health insurance continues to be one of the most important and valued benefits that employers can offer to their workers. After salary, […]