At Portee Insurance, we believe that financial security is key to achieving a fulfilling and satisfying life. With over 10 years in the industry, we offer a wide range of insurance and financial services designed to protect what matters most to you.

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(704) 919-1925

Services

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Insurance Solutions

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Health Insurance

Tailored to your individual needs, our health insurance policies offer the confidence and support necessary to care for yourself and your family.

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Life Insurance

Secure your future and the well-being of your loved ones with our exceptional life insurance service. In a world full of uncertainty, we provide the peace of mind needed to face any unforeseen situation.

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Personal Car Policy

Our personal car policy is the perfect solution to safeguard your vehicle against accidents, theft, damages from natural phenomena, or any unforeseen events.

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Commercial Car Policy

Our commercial car policy is the perfect solution to protect your vehicles and business from accidents, theft, natural damages, and other unforeseen events.

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General Liability Policy

Protect your business against claims and lawsuits with our general liability policy.

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Workers’ Compensation Policy

Our workers' compensation policy ensures comprehensive protection for your employees and business in the event of workplace accidents, covering medical costs and lost wages.

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Homeowners Policy

Secure your home and belongings with our homeowner's policy, providing comprehensive coverage for unforeseen events like fires, theft, or damages from certain natural occurrences.

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Renters Insurance

Safeguard your investment in rental properties with our apartment rental policy, providing comprehensive coverage for property and liability in case of accidents or property damage.

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Form W 7

Application for New Form W7, Renewal of Form W7.

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FinCen Report - BOI

Beneficial Ownership Information Reporting

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Finacial Services

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Form W 7

Application for New Form W7, Renewal of Form W7.

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FinCen Report - BOI

Beneficial Ownership Information Reporting

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Dental Insurance

Unlock the confidence of a radiant smile while safeguarding your oral health with our comprehensive dental insurance, offering coverage for essential preventive and restorative services at affordable rates.

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Portee Insurance provides coverage to residents and businesses in North Carolina and South Carolina only.

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Customer Feedback on Our Services

How responsive and helpful are your customer service representatives ? Do customers feel that their questions and concerns are being addressed in a timely and effective..

4.8% Customer Satisfaction based on 50+ Reviews and 530 Objective
Resource
Good
Based on 65 reviews
Anabeth Martinez
Anabeth Martinez
2024-01-31
Great Customer service ! very helpful on all of our questions Saida Martinez and her team are great people , I am very thankful with all the Service they provided
Antonioj DBM
Antonioj DBM
2024-01-30
Best place to get your taxes and anything else u need done fast reliable and friendly love everyone there
Sebastian Solarte
Sebastian Solarte
2024-01-29
Hoy saque mi tercer seguro de carro, llevo 2 años con esta empresa y todo su servicio ha sido excelente
Rene Vazquez
Rene Vazquez
2024-01-26
Muy profesionales! Me gustó la atención que me dieron. Muy amables; lo recomiendo! 👍🏼
Ariana Aguerri
Ariana Aguerri
2024-01-26
Great insurance options and good customer service
Ignacio Gallego peceño
Ignacio Gallego peceño
2024-01-25
good service, good customer service, and simplicity in working with customers.
Andrea Go Digitals
Andrea Go Digitals
2024-01-25
Su servicio es excelente, mi seguro de vida con ellos es justo lo que estaba buscando y lo que necesitaba.
Omari Clough
Omari Clough
2024-01-25
Great insurance company easy, helpful, and reliable. Veronica is very helpful
Kamauri Leak
Kamauri Leak
2024-01-25
Portee has always been incredibly dependable for me they've never let me down.
Bryan Skeez
Bryan Skeez
2024-01-24
I recently had the pleasure of dealing with Portee Insurance, and I can't express enough how satisfied I am with the overall experience. From the moment I walked in, the staff exuded friendliness and professionalism. The level of expertise and attention to detail in their service is truly commendable. Not only did they meet my expectations, but they exceeded them, delivering exceptional quality in a timely manner. The atmosphere is inviting, and the dedication to customer satisfaction is evident in every interaction. I wholeheartedly recommend Portee for anyone seeking top-notch service and a positive, customer-centric experience.
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Some Of Our Partners