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 Vehicle 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' Protection Plan

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
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Some Of Our Partners