Not enough recent reviews yet to synthesise a reliable sentiment read for this business.
Based on limited recent reviews, so treat this as low-confidence.
All six reviews are five-star. Clients praise Jamie's patience explaining complex topics, constant communication through market ups and downs, and outperformance of competing portfolios. An estate planning lawyer endorses him as a trusted resource for insurance-based planning.
Most customers praise Square One for fast, straightforward sign-ups and staff who listen carefully and explain options without pressure. Named agents like Trisha, Vishnu, and Kevin earn repeated mention for patience and clarity. Claims support is the tension: some find adjusters like Jennifer and Sam thoughtful and thorough, but others report long stretches without returned calls or email responses when pursuing water damage or flood claims. One reviewer called the claims process "useless" after weeks of silence; another found eligibility decisions unclear mid-claim.
Most reviewers report months-long delays getting claim forms and payouts after deaths or critical illness, with emails and calls going unanswered. Staff tell callers forms will arrive in 24-48 hours but never do. Multiple beneficiaries describe escalating issues only to receive responses stating terms were met, while policyholders complain of unexplained premium increases and cash values far below amounts paid in.
Last updated 2026-07-24
