CoreService brokers consistently help clients save money and navigate insurance terms clearly, often within a day. One complaint flagged commission bias and targeting of non-English speakers, though the 97% five-star rate and named staff praise (Min Suk, Sean Kim, Rachel Park, Thomas Yoo, Piljong Roh, Trisha, Haleem Lee) suggest this is not the norm.
Based on limited recent reviews, so treat this as low-confidence.
Two five-star reviews from long-term clients highlight tailored retirement and insurance planning, with particular praise for advisor Belen Victoria-Gsoll's empathetic, responsive approach and the breadth of services (RRIF income funds, critical illness, travel insurance). Limited review volume.
Some brokers deliver exceptional service with clear communication and fair pricing, but accessing them means fighting phone queues that routinely exceed an hour. When brokers engage directly, customers experience smooth processes and transparent explanations; the problem is reaching them at all. Recent reviews show declining responsiveness since a corporate acquisition, with customers repeatedly reporting unanswered calls, missed callbacks, and days-long delays for basic questions, especially frustrating near renewal deadlines. Customers who persevere through hold times often land with attentive staff like Dylan Smith, Patrick, or Darryl, who manage policies with speed and care. However, quote accuracy issues and billing errors have damaged trust, and the contrast between instant quote-request callbacks and hours-long holds for existing customers suggests the operation prioritizes lead capture over ongoing support.
Strong praise centres on named agents, particularly Octobre Opilas and Danny Zhang, who explain coverage clearly and respond promptly. Complaints focus on long phone waits and slow replies to policy updates and refund requests.
Last updated 2026-07-24
