Insure Your Future.

To any HOA looking for the right insurance provider and partner,
We highly recommend Scott and Michelle Wheeler and their team at the SFI Insurance Group. When you work with them, you gain a valuable relationship that includes the right expertise to help guide, plan, prepare, budget, and they go to bat on your behalf. SFI understands the needs of an HOA, the intricacies of condominium properties, the reality of coastal living, and how to best insure your assets, and your board. They are also engaged, active, and helpful with all the owners and members by arming them with the knowledge and information to make informed decisions.

The Topsail Dunes HOA Board has made SFI its choice of insurance for over a decade. In that time our HOA dues have gone down, premiums kept to acceptable levels, and policy coverage expanded to include many important but often ignored components of property and HOA’s. SFI has and is always accessible, ready to help. They have treated us like their most important customer, and we hear testimonials from others that say the same thing. You can pick up the phone and speak with them. They will meet with your board to participate with your planning. Life has its way of throwing curve balls. Through the ups, downs, and turns that include weather and incidents, SFI is a resource you will want working for you.

I have known Scott Wheeler and known of SFI Group for many years as a part time resident and homeowner in North Topsail Beach. Scott and his company
have a stellar reputation as a local business that works on a national scale. When I become President of our HOA, I connected with Scott to discuss his
business and how we could benefit from utilizing his services. Following Hurricane Florence, I saw firsthand and heard from neighbors how great Scott and
his team were in response to the devastation.

Ultimately, St Regis selected SFI Group as our broker of record and have been very pleased with all aspects of the full service agency. Scott made personal visits to speak with our board to fully explain the policies that he was proposing and take our questions. Once in place, he did the same thing at an owners meeting, even staying afterwards to take additional questions. In addition to being well insured, we feel that we are in good hands with a strategic partner, friend, and neighbor in Scott and SFI Group.

My name is Sharon Capps and i am the president of Shipwatch Condominiums, Inc. located at North Topsail Beach, North Carolina. I have been a member of the HOA Board for eight years serving as treasurer and for the last two years as president. Over this period of time I have had many contacts with SFI Insurance, Scott Wheeler and his staff. The customer service delivered to me both personally and to our HOA has been prompt, competent, consistent and caring.

To be able to follow the fiduciary duty of a volunteer Board member, one is forced to rely on professionals that are trustworthy and dependable. These professionals are used to guide the board to make educated decisions. I consider Scott Wheeler to be one of those professionals who not only guide us but share their expertise enabling us to understand the complex world of the insurance business. Scott and his staff have consistently responded to all of our questions and concerns promptly.

Recently, we received damage from Hurricane Florence. This was an incredibly difficult situation as the board is comprised of volunteers and our damage was significant. Scott and his staff have been right there with us. During this incredibly busy time following the storm, all of our calls and infinite questions have been answered. Guidance and clarification of our HOA’s insurance coverage was given, many times. Each time these calls were met with patience and concern. The Board and I feel that SFI Insurance and Scott Wheeler have been our rock in the storm’s aftermath.

I highly recommend without any reservations the insurance services from SFI.

Please feel free to call me if I can be of any assistance or there are any questions.

Seapath Tower Building Manager

This is a letter of recommendation for Scott Wheeler and The SFI Insurance Group. Scott Wheeler has taken care of our insurance needs for nearly 6 years and his team is exemplary. Seapath Tower is an 11 story high rise condominium building located on. Wrightsville Beach in North Carolina. The property also consists of a swimming pool and two out buildings used for community activities. All of the Seapath Tower property must be insured to 100% replacement cost which has a value near thirty million dollars.

The Board of Directors frequently sends out the Insurance for competitive bids. SFI has consistently been able to provide the best product at the most competitive price for Seapath Tower. Seapath enjoys a tremendous savings because of the knowledge Scott Wheeler and his staff possess for insuring coastal property. This knowledge and experience was put to the test during the aftermath of Hurricane Florence and again after a lightning strike damaged our building. One phone call and an email was all that was needed from us. Scott and his team handled all the other arrangements needed for a successful claim and Seapath received a check to repair damages in very short order.

Seapath Tower appreciates the care and hard work provided by Scott and his team of professionals. We give Scott Wheeler and The SFI Insurance Group our highest recommendation.

“I would like to share with you how pleased I am with Erin Magnuson. We are making changes to increase the coverage of my existing HO6 insurance policy to ensure I have the right flood coverage at a competitive price. In the process of making these changes, Erin had to research the existing flood insurance on my master policy, the insurance requirements from my bank and the process of how to cancel my current Federal policy which she notified me wouldn’t be much use since my unit is in a CBRA zone. Erin went the extra mile (or two – since I had numerous questions!). She provided timely and accurate answers and was always friendly and professional. In past experiences with my mortgage company and others, I have received conflicting information, depending upon who I spoke with. It has been a real pleasure to work with Erin knowing she took the extra effort to provide information that I could trust. She has truly exemplified excellent customer service.”

I have had the pleasure to work with Scott Wheeler with SFI Group over the last 5+ years. SFI Group is organized,professional, and dedicated to understanding each client’s individual needs. Purchasing an insurance policy these days is not an easy task, SFI Group makes this task much easier by identifying their clients and their needs. SFI Group provides the best level of customer service one could ask for, they go above and beyond their call of duty to ensure that all homeowners are informed and comfortable with the services being offered. All aspects of the policies are explained to where they can easily be understood and Scott is always willing to attend Board meetings to answer all questions and concerns of the homeowners. Because of Scott Wheeler and SFI Group, I feel 100% confident that I have made the right choices for my clients and for myself regarding Insurance policies. I look forward to a long-standing relationship with SFI Group. Needless to say, I would highly recommend SFI Group to anyone looking for an honest broker who gives valuable advice.