Agency website
About us
Helping you buy insurance SMARTER!
Instead of trying to "sell" you insurance products, we help our clients navigate the complex insurance world by helping them "buy" their insurance protection the smartest way possible, just like we would do for ourselves or our family. We have been in business in NC for over 30 years and are Trusted Advisers for several thousand clients, both businesses and families. We access over 60 different insurance companies giving you a broad look at the insurance markets available to fit your needs at the best value, acting on your behalf and not the insurance company. We talk with our clients to try and determine your needs and work with you to craft a solution that fits, not too much, and not too little! Contact us today and see how!
What our clients are saying
"So far they've been great. Very helpful and super friendly. Sarah has made switching over hassle free."
"Ashley is always very prompt in doing anything you ask of her. I really appreciate her. "
"GREAT INSURANCE COMPANY VERY PERSONALBLE "
"Wonderful customer service!!!"
"I WAS INSURED WITH CMS FOR SEVERAL YEARS AND WAS GREATLY PLEASED WITH THEIR SERVICE AND STAFF"
"CMS handles all of my insurance needs. Personal, and business. I wouldn't go anywhere else. Their services are top notch."
"Victoria is AWESOME! Has helped me figure out best options for adding teen drivers to our policy. Very thorough, and easy to work with. Highly recommended. A+++"
"Good"
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Personal and Commercial Lines insurance professionals
Ask me about these types of insurance...
Having the right car insurance is so important, even more important is understanding all the ins and outs of your coverage to help protect you.
Request an automobile insurance quoteAn independent insurance agent will make sure that your business is covered in the event of a catastrophe or sudden loss.
Request a business insurance quoteGet multiple quotes on your homeowners insurance with one phone call. Let an independent agent shop for you.
Request a homeowners insurance quoteIf a data breach does happen, it's a wise decision to have a cyber liability insurance policy to help your company stay secure.
Request a cyber liability quoteAn independent insurance agent will walk you through top umbrella policy options to make sure you have the proper coverage to tackle above and beyond claims.
Request an umbrella insurance quoteRestaurant insurance is a combo platter of coverage that protects your customers, employees, property and inventory.
Request a restaurant insurance quoteWhy choose CMS Insurance & Financial Services, LLP
States we serve
- North Carolina
Our insurance coverages
Personal insurance coverage
- ATV
- Automobile
- Boat
- Builders Risk / Construction
- Collectible Auto
- Condo
- Earthquake
- Farm
- Flood
- Health
- Home
- Identity Fraud
- Landlord
- Mobile Home
- Motorcycle
- Personal Watercraft
- RV / Motorhome
- Renters
- Special Event
- Umbrella
- Valuable Items
Business insurance coverage
- Bonds
- Builders Risk
- Business Owners Package (BOP)
- Business Vehicle
- Contractors Equipment
- Cyber Liability
- Directors & Officers
- Employment Practices Liability
- Errors & Omissions
- General Liability
- Inland Marine
- Other
- Professional Liability
- Property
- Umbrella / Excess
- Workers' Compensation
Life & Annuties coverage
- Annuities
- Disability Income
- Life
- Long Term Care
Industries we serve
- Accommodation and Food Services
- Administrative and Support and Waste Management and Remediation Services
- Agriculture, Forestry, Fishing and Hunting
- Arts, Entertainment, and Recreation
- Construction
- Educational Services
- Finance and Insurance
- Health Care and Social Assistance
- Information
- Management of Companies and Enterprises
- Manufacturing - Food / Beverage / Textiles / Apparel / Leather
- Manufacturing - Metal / Machinery / Computer / Electrical / Transportation / Furniture
- Manufacturing - Wood / Paper / Paper / Mining / Plastics
- Other Services (except Public Administration)
- Professional, Scientific, and Technical Services
- Public Administration
- Real Estate and Rental and Leasing
- Retail - Sporting Goods / Hobby / Music / General / Misc.
- Retail - Vehicle / Home / Furniture / Building / Garden / Food / Health / Gas / Clothing
- Utilities
- Wholesale Trade
Recommended insurance company partners
Other companies we work with:
1st Choice Auto Insurance, AgriSompo North America, Allstate, American Modern, American Reliable Insurance, Auto-Owners Insurance Company, Builders Mutual Insurance Company, Chartis Property Casualty Company, Chubb, Cincinnati Insurance Company, Firemans Fund Ins, First Benefits Insurance Mutual, GuideOne Insurance, Hagerty, Hartford Steam Boiler, Intact Insurance, Johnson & Johnson Insurance, K&K Insurance Group, Markel Specialty, National General Insurance (GMAC), Oxford Life Insurance Company, Peninsula Insurance Companies, Penn National Insurance, Philadelphia Insurance Companies, QBE Insurance Corporation, RPS, Rain and Hail Insurance Service, The HartfordCMS Insurance & Financial Services, LLP Team
CMS Insurance & Financial Services, LLP Reviews
Customer Reviews
So far they've been great. Very helpful and super friendly. Sarah has made switching over hassle free.
Ashley is always very prompt in doing anything you ask of her. I really appreciate her.
GREAT INSURANCE COMPANY VERY PERSONALBLE
Wonderful customer service!!!
I WAS INSURED WITH CMS FOR SEVERAL YEARS AND WAS GREATLY PLEASED WITH THEIR SERVICE AND STAFF
CMS handles all of my insurance needs. Personal, and business. I wouldn't go anywhere else. Their services are top notch.
Victoria is AWESOME! Has helped me figure out best options for adding teen drivers to our policy. Very thorough, and easy to work with. Highly recommended. A+++
Good
We prioritize honest feedback from our clients to assist future customers in making well-informed decisions. Our review section showcases authentic experiences from real customers. When a less-than-positive review is submitted, we share it with both the agent and the reviewer to foster collaboration and improvement based on constructive feedback. We also moderate reviews to remove inappropriate content or spam, upholding a high standard of trust and transparency.
