PEOPLE FIRST
We believe that an employee who feels valued is the first step in making a customer feel valued. We want a culture that cares about every employee and their future. We want to raise the ceiling of every employee's professional life. This looks like offering opportunities with coaching, education, and a willingness to allow talent to dream up new projects, ideas and roles - and for leadership to find a way to make it happen.
EDUCATION
We believe an informed client is an empowered client. We prioritize teaching and explaining, not just selling. By helping our clients truly understand their risks and coverage options, we create partnerships built on knowledge rather than transactions built on necessity.
COMMUNITY CONNECTION
Insurance should be local. We're committed to understanding the unique needs of each community we serve, and to being accessible experts who genuinely care about our neighbors' protection and peace of mind. We strive for each team member at Charley to care about at least one center of influence in their community. Whether it be education, veterans, unhoused population, local sports - all that matters is that you find a way to extend the care you have for the customer further into your local community.
EXCEPTIONAL CONVERSATIONS
Whether or not we make the sale, retain the customer, cross-sell on the policy - all of that comes second to having an exceptional conversation with the customer. If you simply are present, listen actively to what they need, and give a damn about them wanting to feel heard and taken care of - Charley Insurance will build a reputation that takes us further than any amount of tech or marketing can.
MULTIPLE SOLUTIONS
No two homes or families are alike, and neither should their insurance options be. We're dedicated to providing choices from quality carriers, finding the right fit for each client's specific situation rather than forcing them into a one-size-fits-all solution.
TECHNOLOGICAL INNOVATION
We embrace technology not to replace the human touch, but to enhance it. Our AI-powered tools help us identify risks, educate clients, and streamline processes so we can focus on what matters most: meaningful conversations about protection.
TRANSPARENT EXCELLENCE
We set clear expectations and follow through consistently. We believe in honest communication about coverage, pricing, and process—even when it's challenging. We measure our success not by policies sold, but by clients properly protected. But we also want to be transparent to our employees on where money goes and why - what goals Charley is hitting and missing and what plans leadership has for the future. We don’t keep secrets, and we rely on organizational trust
CURIOSITY IS KING
We ask brave questions and challenge the status quo. At Charley, we stay curious. About people. About problems. About better ways to protect, serve, and grow. We’re not afraid to rethink old systems or try new ones—because that’s where the good stuff lives. Every breakthrough starts with a better question.
LET'S GO!
CORE VALUES
For You!
INSURANCE DONE RIGHT
We treat every day as an opportunity to live out our values with integrity and resilience.
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Smart, transparent insurance built for homeowners who need clarity and confidence in their coverage.