Make time for the things in life that matter.
Jonathan Lee
Founder & Owner“I believe…
… time is our greatest asset. No one knows what tomorrow will bring. We should treasure what brings us happiness in the present, like family, or even something as small as warm food on the table.
Enter: the J Lee Independent Insurance Agency.
Mom & Kendrick
FamilyI believe the way shopping for insurance and doing business with agents is outdated and in need of an overhaul. I'm human too. I'd love to hang out more with the family. We waste too much time on calls with 50 salespeople, waiting for a quote, or on phone calls for simple requests.
Insurance companies and an agent who's in your corner should provide peace of mind, knowledgeable counsel, and protection from financial harm when misfortune strikes. They should go the extra mile to find you solutions.
You deserve confidence that your quality of life won't nosedive from bad luck…
So you can focus on the things in life that matter.
That's why our focus is providing you with quality, reliable service with a quality, reliable team. That we offer you huge cost-saving insurance solutions tailored to your individual needs is a side-perk, in our minds.
The goal is to save you the most time possible (time is money!) by making you feel as if you’ll never have to shop for insurance ever again.
Do you value your time? Then waste no more of it by clicking the button for a quote. I’d love to hear from you and see how we can help make life a little better.
Respectfully,
So, how do we do it?
A colleague once asked me what to say to clients for successful sales and strong relationships. My answer: "Just talk to the client like a normal person - like a friend or family member". Half the time when I'm dealing with customer service nowadays, it feels like they're reading from a script and not really listening. Like they're just there to clock in hours and go home. It’s not about tactics - it’s about real empathy.
Relationship comes first at this agency. We strive to genuinely connect with our clients and know your family and situation to best serve you.
Relationship comes first.
Easy to do business with.
We believe in working smarter to make your life easier and to not bombard you with redundant questions. We employ the latest tech to gather what we need while you sit back. Your investment? 10 - 20 mins to provide initial information. Meticulous discount hunting ensues. The result? You save hundreds, even thousands of dollars, all without a headache.
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Quick and painless quotes
Our philosophy is respect for the customer’s autonomy and peace. As your insurance agency, it goes without saying that we’re professionally obligated make suggestions on policy features that we believe will be in your best interests. But at the end of the day, we trust that you already know inside, what's important in your life, and when you're ready to fortify those aspects, you know where we are.
We know when you need some space
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We believe in being within arm's reach, and not just through the usual channels - phone, email, text. With online access, you can message us 24/7, download policy documents, get exclusive access to agency news, and submit policy support and quote requests. Plus, you can status track these requests in real-time. We keep you updated at every turn because, in this business, transparency isn't a luxury - it's a necessity.
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Access always granted
Benefits beyond saving money.
As a local SWFL small business, we believe in celebrating our clients and actively engaging in the community. As our agency grows, you can expect us to host blood drives, back-to-school giveaways, and client appreciation events. It's about more than just saving you money.
But the best part is that we give you the power of knowledge. Recent events like COVID19 and Hurricane Ian have shown how unpredictable the insurance world can be. These events can either hurt your wallet or help you save. Things like changes in state laws, lawsuits, or new discounts from insurance companies can greatly shake things up. Our agency keeps you in the know by regularly posting updates about the latest news, and, most importantly, how it affects you.
With us, you're getting more than just a great insurance policy - you become a smarter, more confident consumer both now and for the future.
Lots of ways to protect & save.
Only one phone number to remember.
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Auto
Protect your car, passengers, and yourself
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Homeowners
Protection for your home and belongings
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Life
Protecting your family’s quality of life and their future
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Pet
Pet health insurance for furry loved ones
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Business
Safeguarding your operations, assets, and employees
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And almost everything else you can think of
It’s hard to trust insurance nowadays and you need assurance you’re not wasting your time. We get it.
Numbers don’t lie, so here’s ours, year to date since we started Jan 2023, straight from our most recent quarterly report. Results like these only happen when you’re personally and deeply invested in what you do and the services you provide to others.
That is what we strive for.
Results Speak Louder Than Words
68.1%
of our quotes saved a client money with similar/better coverage
out of those successful quotes, this is what’s saved on average
$997.42 per year
is the current record for most money a client saved on a single policy*
$5,595.87 per year
*a homeowners policy
Big Client Wins in the Past 30 Days *savings are shown as annual
Amphay saved $1,406 🚗🚗
A local 🧁 shop saved $2,220
Alejandro saved $1,860 🚗🚗
David saved $2,862 🏡
Victor saved $1,136 🚗🚗
Matt saved $5,595 🏡
Amphay saved $1,406 🚗🚗 A local 🧁 shop saved $2,220 Alejandro saved $1,860 🚗🚗 David saved $2,862 🏡 Victor saved $1,136 🚗🚗 Matt saved $5,595 🏡
Having more options isn't always better, we strive to provide exceptional service and ensure that our insurance partners meet that same standard. Carriers we offer represent this ideal and more.
Some of Our Carriers & Partners
“Jonathan has been the best person I have dealt with when it comes to insurance. He sat here and was extremely patient and listen to what I wanted and he made sure to follow through with my request. He did my business insurance as well as my auto insurance for two vehicles. I would highly recommend anybody who talks to Jonathan to go forward with him because he will get you the cheapest rate for the most of what you were looking for. Thank you Jonathan for your hard work and definitely will be a long time customer”
— KIRSTIE D.
“Talk about excellent customer service! I can’t recommend J Lee Agency enough. My tire popped this morning while I was on my way to work, I didn’t know what to do, so I called Jonathan, my insurance agent, he picked up the phone and said “don’t worry, I’ll be right there” I was expecting him to say “just call the number on your insurance card” because that’s what most insurance companies would tell you, but no! Guess what!? he helped me change my tire in under an hour and I was able to make it to work on time stress-free. So thankful! Thank you SO much Jonathan for going the extra mile! 5 stars!”
— Mishelle R.
"Great service and very easy going. Appreciate the open text communications. Hands down the best experience I’ve had with an insurance company. Thanks Jon for being awesome 😎."
— Christina C.
"Jonathan has been so helpful with getting our insurance in order. We were dropped earlier this year after being dropped the year before that. He took the reins and we're all set now. It's so nice to have an agent that cares."
— Mike H.
Frequently Asked Questions
Why should I choose your insurance agency?
That's a great question! I've spent years in the insurance industry, always making it a point to step into my client's shoes. It's not just about selling insurance policies here, but about forging lasting relationships. Every client's needs change over time, and being independent, we're flexible enough to adapt and provide the best possible solutions while putting your interests at the forefront.
How do I know you're going to take care of me?
This is the #1 question I think anyone shopping for an insurance agency should ask and be most critical of. Everyone has X years of experience or is ranked #1. Just like in any relationship in life, you pay attention to their actions, not their words. Nothing about our approach is cookie-cutter. You can tell a person's authenticity and sincerity in three ways. Their voice (I love to speak with clients) their face (I love to meet with them) and both of those are notoriously hard to do with agents today. And their effort. See website. You could go out and buy a generic Hallmark card, but your friend, family, or partner would much better appreciate a personal, handwritten one.
What types of insurance do you offer?
We've got all your needs covered! As an independent agency, we're not tied down to any single carrier, meaning we can explore a wide range of options and solutions. Here are some types of insurance and situations we can handle:
Auto
Antique/Classic Cars
Boat/Watercraft
Business Owners Policy
Churches
Commercial Auto
Commercial Property
Condominium
Contractors
Flood
General Liability
Homeowners
Whole/Term Life
Mobile/Manufactured Home
Motorcycle
Personal Articles (jewelry/collectibles)
Pet Medical
Professional Liability (errors/omissions)
Recreational Vehicles/ATVs
Rental Property
Renters Insurance
Restaurants
Truckers
Umbrella Liability
Workers Compensation
How do you decide which insurance carrier to recommend?
With detective skills honed over years of experience! We take a deep dive into your unique needs and budget. Then, using our industry knowledge, we match you up with the insurance carrier that provides the best coverage at a price that fits your wallet.
How do you handle customer complaints?
We're all ears! We know that clear and open communication is key to resolving any issues. Our goal is to make sure you're satisfied, and we'll work tirelessly to achieve that.
How can I contact you?
We're just a phone call, email, or office visit away. We promise to get back to you within 24 hours. We can't wait to start this journey with you and stand up for your insurance needs!
What happens if I have to file a claim?
We've got your back! Filing a claim can seem daunting, but we'll guide you through every step. Everything you should do and what not to do to ensure you get a fair shake. We liaise with the insurance carrier on your behalf, ensuring that you get the benefits you're entitled to.