We’ve made some meaningful changes to how we operate behind the scenes, and we wanted to share them with you.

Our Mail

For years, our Cleveland office faced consistent challenges with postal delivery reliability. After exploring solutions, we partnered with a SOC 2 Type 1 certified commercial mail center for our incoming correspondence. Mail is now scanned and digitized daily, checks are deposited promptly, and we have immediate access to everything. The result: zero missed mail, faster processing, and better record-keeping for our clients.

Our office remains in Cleveland. Only our mail takes the trip to Charlotte.

Our Phone System

We were fielding dozens of sales calls daily, which meant less time serving you. We recently implemented a straightforward IVR system that screens calls and verifies inquiries before routing them to our team. It’s simple, it works, and it’s cut spam calls by nearly 100%.

Why This Matters

These aren’t flashy upgrades. They’re operational improvements designed to do one thing: give us more time and clarity to focus on what matters, helping our clients.

Same team. Same commitment. Better systems.

Questions about how these changes affect your service? Reach out. We’re here to help.