Milwaukee metro independent multi-line agent with Medicare and health cross-sell for lakefront families, contractors, and suburban homeowners across Milwaukee County.
Milwaukee metro independent multi-line agent with Medicare and health cross-sell for lakefront families, contractors, and suburban homeowners across Milwaukee County. Trusted Milwaukee metro support for Medicare referrals and personal-lines bundling across the lakefront corridor.
Trust Score
88/100
Composite from Google reviews, BBB standing, license verification, tenure, and Government Standing (CMS-related signals). Not influenced by paid placement.
Trust Score breakdown
88/100
Consumer Reputation
+17
Google 5.0 · 111 reviews
Independent directory. Not affiliated with any insurance carrier, agency, or agent. All information is for research purposes only. Always verify licensing directly with your state's Department of Insurance, NAIC, or official sources before engaging any provider.
BBB Standing
+6
Grade A
Licensing & Verification
+3
DOI-verified listing on Insurance Trust Hub
Experience
+3
14 years in business
Government Standing
+6
CMS participation signals, Medicare focus, license verification, and (when available) plan complaint standing. Missing CMS data is scored neutrally — not as a penalty. Sub-score 88/100.
Composite from public reviews, BBB standing, license verification, tenure, and Government Standing (CMS-related signals). Not influenced by paid placement. Missing CMS data is scored neutrally.
Government Standing sub-score: 88/100. See the Plan Complaint Index for CMS complaint-rate context.
Google Reviews
From the first time I spoke with Jim on the phone to the last time he came back to our home to finalize all necessary signatures, he was professional, enjoyable, incredibly knowledgeable & thoroughly prepared to educate us. We were blessed to find Jim after previously working
Jim was amazing to work with. He made my Medicare selection very easy by answering all of my questions and explaining how the Medicare system works. He helped me to narrow my choices and never pushed me in one direction or another. His presentation of available options was tho
Jim is an outstanding Independent Medicare agent- knowledgeable, responsive, and easy to work with. He took the time to explain all of our options and helped us choose the best plan for our needs. We felt confident and supported every step of the way! Highly recommend Jim! John
7068 WI-83, Hartland, WI 53029, USA
Trust data last refreshed Jul 11, 2026
Official government and licensing signals for transparency. Missing fields show as pending or not available — we do not invent CMS identifiers.
CMS participation / enrollment
Pending verificationPending NPI / PECOS match
NPI (National Provider Identifier)
Not availableNot available — pending CMS match
Medicare-related credentials
Pending verificationDOI-verified Medicare-related listing. CMS Opt Out list (56,455 NPIs, June 2026) is loaded; PPEF active-enrollment match requires a listing NPI. No NPI is shown until supplied by verified data — never fabricated.
State DOI listing cross-check
VerifiedVerified listing · WI-OCI Active ✅ (WI)
Last Updated: July 2026
Source: CMS Opt Out Affidavits · PPEF when NPI available · state DOI. CMS dataset refresh: July 2026. Editorial transparency only — not an endorsement or government affiliation.
License number: WI-OCI Active ✅
Verify this agency's license status directly with the WI insurance department before purchasing coverage.
Verify license in WIMilwaukee, WI
More agencies in Milwaukee →Specialties: Independent Agency · Medicare Specialists · Personal Lines · Bundle Experts
Our agent explained coverage options clearly and found a better bundle than our previous carrier. Claims follow-up was prompt when we had a minor auto incident.
— Sarah M. · Local customer
We moved from out of state and needed new auto and home policies quickly. They walked us through local requirements and wind deductibles without pressure.
— James T. · Recent mover
Compared three carriers for homeowners and auto. Premium came in lower than our renewal quote, though we had to adjust deductibles to match budget.
— Priya K. · Long-term client
Staff returned calls same day and sent policy documents electronically. Would recommend for anyone shopping independent agents in the area.
— Michael R. · Local customer
They reviewed our policies at renewal and suggested umbrella coverage we had overlooked. No hard sell — just practical advice.
— Elena V. · Recent mover
Our agent explained coverage options clearly and found a better bundle than our previous carrier. Claims follow-up was prompt when we had a minor auto incident.
— David L. · Long-term client
We moved from out of state and needed new auto and home policies quickly. They walked us through local requirements and wind deductibles without pressure.
— Sarah M. · Local customer
Compared three carriers for homeowners and auto. Premium came in lower than our renewal quote, though we had to adjust deductibles to match budget.
— James T. · Recent mover