Allen Tate Insurance Agent
Susan began her personal lines insurance career over 36 years ago, with a third-generation owned firm. This experience of working with families that had been clients for three generations showed her that a focus on client service, and the ability to serve families now and into the future, was how she wished to build her career.
Relocating to the Carolinas in 1998, Susan joined a local, established family agency as a senior client manager. In this capacity she managed a widespread group of clients. Before joining Allen Tate Insurance, Susan was part of a national brokerage firm that specializes in affluent client management. She worked with Family Office programs in counseling and review of their insurance portfolios.
Susan takes a comprehensive view of her clients' needs, from protection of assets through placement of appropriate insurance coverage. Her dedication and commitment to detail assures her clients that their needs will never be overlooked.
Located in the Allen Tate SouthPark office
Also provides insurance services for the Allen Tate Rock Hill offices
Licensed in North Carolina and South Carolina
Allen Tate Insurance Agent
Susan began her personal lines insurance career over 36 years ago, with a third-generation owned firm. This experience of working with families that had been clients for three generations showed her that a focus on client service, and the ability to serve families now and into the future, was how she wished to build her career.
Relocating to the Carolinas in 1998, Susan joined a local, established family agency as a senior client manager. In this capacity she managed a widespread group of clients. Before joining Allen Tate Insurance, Susan was part of a national brokerage firm that specializes in affluent client management. She worked with Family Office programs in counseling and review of their insurance portfolios.
Susan takes a comprehensive view of her clients' needs, from protection of assets through placement of appropriate insurance coverage. Her dedication and commitment to detail assures her clients that their needs will never be overlooked.
Located in the Allen Tate SouthPark office
Also provides insurance services for the Allen Tate Rock Hill offices
Licensed in North Carolina and South Carolina
Distinctions
What People Are Saying
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Ashley
Susan Catoe is a true partner in client service. She responds within minutes of my requests, with enthusiasm and excitement to help in any way possible. While insurance is not an exciting topic to most, Susan's engaging personality makes the process enjoyable. She consistently exhibits a passion for what she does, and a genuineness about the way she interacts with others. She takes the extra time and effort to educate both agents and clients on insurance services, with patience and friendliness. Her approachability, expertise, responsiveness, and commitment to customer service gives me confidence to send my real estate clients her way, as I know they will be well taken care of.
Susan McCormick
Susan Catoe is Awesome! She's extremely knowledgeable, so very helpful and truly cares about her clients. She's a great co-worker and mentor as well. She always takes time to listen and offers to help whenever needed. I've enjoyed working with her over the years.
Leo S
Have had the pleasure of working with Susan since my family and I moved to Charlotte 15 years ago. Susan has been with us for all our insurance needs over that time as our family abs needs have grown and changed. She has always done a great job and more importantly is a great person. Enthusiastically recommend her and her team.
Maria Booth
Susan is a pro and goes above and beyond! She is professional, honest, knowledgeable and experienced. She has saved me, my family and clients so much money and we are all highly protected insurance wise. She is always helpful and kind and wants to find you the best policy for the best price. You can't go wrong with Susan, she has you covered!
Jack Calhoun
Susan helped me with my renters insurance, very accommodating and made sure I had the best coverage to suit me! She is very knowledgeable and made sure I understood my coverages. I highly recommend her to all my friends for their insurance needs! Give Susan a call!
David Deal
I cannot imagine making an insurance decision without talking with Susan. She has been my trusted advisor for 16 years and I love the attention she has given to me over the years.
Tony Nicastro
Epitome of "integrity" ... a few years ago, Susan asked if she could review our insurance policies. She did and responded "keep what you've got; good coverage at good rates." A year later she again reviewed but this time saved hundreds of dollars with better coverage. Great! Most recently, she approached me to advise of a pending significant rate increase and she already found an alternative. Buying insurance is not an exciting venture for me... Susan makes it exceedingly easy... I let her do the shopping, comparing and worrying. I just enjoy the benefits of her efforts. Susan = 110% top agent in my books!!
Gary Scott
Susan was great! Responsive to our needs and knowledgeable about the nuances of the insurance business. It was a pleasure doing business with Susan and Allen Tate Insurance.
Mark Bardo
Susan has served my insurance needs for over ten years in multiple states and multiple houses. I have many policies with her and I rely heavily upon her expertise whenever I need a policy or clarification on an existing policy. She goes above and beyond and I always know I have the best policies at very competitive rates. I cannot say enough about the great job she does
Tim Kukla Jr.
Susan will take care of EVERYTHING! I have worked with her personally for 4 years. Now I am an agent with Allen Tate and she manages both my personal insurance needs and my clients. It gives me peace of mind to know that I can introduce clients to her and she does everything in her power to ensure our clients have a wonderful experience and SAVE money!! I can't imagine being a successful agent without the help from Susan and her team at AT Insurance. THANK YOU SUSAN!!! We are lucky to have you and I'm looking forward to many years of success together! -TK
Patricia W Wolfe
Susan is just the best. She is professional and always helpful. I am impressed with how fast she follows up from a question I might have. I feel confident all of my insurance that Susan handles is correct and just what I need. I would never use anyone else.
Ellen Cochran
Susan goes above and beyond to give her customers excellent customer service. Her attention to detail, providing the best policies for the needs of her customers, responding to every question and concern, makes her a TEN in my books!
Lisa Feeney
Susan goes above and beyond! Takes the time to explain everything and what i need to do .And takes the time to explore the best options, cost or otherwise for my needs. most recently - getting my daughter, a new driver, onto my policy. My loyalty to Susan will forever be intact. Amazing service !
May 12, 2022
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Susan Catoe is a true partner in client service. She responds within minutes of my requests, with enthusiasm and excitement to help in any way possible. While insurance is not an exciting topic to most, Susan's engaging personality makes the process enjoyable. She consistently exhibits a passion for what she does, and a genuineness about the way she interacts with others. She takes the extra time and effort to educate both agents and clients on insurance services, with patience and friendliness. Her approachability, expertise, responsiveness, and commitment to customer service gives me confidence to send my real estate clients her way, as I know they will be well taken care of.