The Jordan Insurance Agency
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Coverage you can trust. Guidance you can understand.
The Jordan Insurance Agency
The Jordan Insurance Agency is an independent insurance agency based in Charlotte, NC, with a second office in Nashville, TN, serving families and business owners since 2006. Because we're independent, we're not tied to any one company, so we compare plans from multiple A-rated carriers and recommend the coverage that actually fits your life and budget, then explain it in plain English so you know exactly what you're getting. We help with Health Insurance, Medicare, Life Insurance, Home, Auto, Annuities, and retirement planning, and we're licensed in 23 states. Rated 4.9 stars from 168+ client reviews. Call (704) 926-7565.
Served areas
  • Charlotte, NC, Ballantyne, South Charlotte, Pineville, Matthews, Huntersville, Fort Mill, SC, Nashville, TN
Details
  • Year established: 2006
  • Employees: 3
  • Licensed
  • Insured
Highlights and features
  • Independent agency — access to multiple A-rated carriers
  • Serving Charlotte and Nashville since 2006
  • Licensed in 23 states
  • 4.9 stars from 168+ client reviews
  • Plain-English guidance with no pressure
  • Free consultations and quotes
Associations and certifications
  • BBB Accredited Business
Payment methods
  • Cash
  • Debit cards
  • Credit cards
Services
Compare ACA Marketplace and individual health insurance plans with a local independent agent in Charlotte, NC.
Term, whole, and final expense life insurance to protect your family and their future.
Protect your home with the right coverage, compared across multiple top-rated carriers.
Compare auto insurance from top-rated carriers for the right coverage at the right price.
Turn savings into reliable retirement income with fixed and indexed annuity options.
Medicare Advantage, Medicare Supplement, and Part D guidance from licensed local agents serving Charlotte, NC and Nashville, TN.
Reviews (35)
Denise Inman
Denise Inman
Jul 21, 2026
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Billy Jordan of The Jordan Insurance Agency for the second time around has provided outstanding service in helping to navigate the complex world of Medicare plans! We moved recently which meant I had to review new plans that were available in my new zip code and county. Billy responds quickly and communicates clearly and has the utmost patience consistently! He and his team are efficient, kind and always professional, I never dread contacting him and always enjoy working with him for yearly renewals
Theresa Catalano
Theresa Catalano
Jul 12, 2026
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I cannot say enough about my experience choosing my health insurance with Richard. He was so kind, patient, knowledgeable & thorough in helping me to get the best policy for myself. Im so glad, that I took the time to choose Jordan for my insurance company!
Sandra Adkins-Blessing
Sandra Adkins-Blessing
Jun 07, 2026
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I just wanted to say how absolutely wonderful they are. So very patient in explaining all my opinions and putting it in language that I could understand. I called on the very last day to sign up and he made time for me and got me a plan with no premiums. I am beyond grateful for them. If you are looking for someone to help you with insurance, this is definitely the place to go.
Dana Star
Dana Star
May 19, 2026
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Billy has been taking care of my family insurance for 3 years now. It is always painless, professional and makes me and my family feel cared for. I'm so grateful for the Jordan Insurance Agency! Before I met with Billy, I had talked with another agency who was going to charge me HUNDREDS more than the Jordan Insurance Agency. Grateful I trusted my instincts to look elsewhere.
Patricia Blaney
Patricia Blaney
Apr 17, 2026
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Knowledgeable and super customer-service oriented. Billy Jordan and his office have handled my healthcare insurance needs for years. They have navigated the confusing aspects of the Marketplace and setting me up with the right Medicare Advantage plan for my needs. Highly recommend.
Annette Orchulli
Annette Orchulli
Apr 15, 2026
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What a blessing Billy Jordan was to me. He explained everything step by step and helped assisting me with getting much needed insurance.
Ann Martino
Ann Martino
Apr 04, 2026
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We just retired and and are new to North Carolina and looking to enroll in a Medicare Advantage plan. I did a lot of research on my own, but luckily decided to consult with an expert. The agents we dealt with at the Jordan Agency, Lamont Joseph and a Medicare specialist (I believe his name is Richard), were wonderful. They found a great plan for us that I was unaware of. They are so knowledgeable and can answer all your questions. We are going to have the Jordan Agency handle our auto and home insurance too. Mr. Joseph is great about answering email and returning phone calls. We are fortunate to have found this wonderful insurance agency.
Tommy Belk
Tommy Belk
Mar 11, 2026
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We are very pleased with how well Mr Jordan patiently helped us through all the details and questions of working through several policies. The Dave Ramsey Show had originally recommended him for competency and integrity, and we have found this to be true.
Brandon Pike
Brandon Pike
Feb 18, 2026
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Billy has been very knowledgeable and helpful with guiding us to the appropriate insurance needs for our family. Highly recommend!
Crystal York
Crystal York
Jan 25, 2026
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Billy was extremely helpful walking through plan options. He patiently listened to all my concerns with the coverage that was needed. I felt he fully understood my family needs and there was no pressure.
Portia M. York PhD
Portia M. York PhD
Nov 12, 2025
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My experience with Billy at Jordan Insurance Agency was perfect. My husband passed away and I needed to find individual Insurance by the end of the year. Only working part time and feeling nervous about affordability, Billy helped me find the best insurance for my situation and its affordable. I would definitely recommend The Jordan Insurance Agency. Caring, listening, knowledgeable, and professional. Thank you.
Tangela Davis
Tangela Davis
Oct 24, 2025
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The Jordan Insurance Agency is very professional and caring about their customers. They listen and truly seek to understand your needs.

I would highly recommend for your insurances needs as they offer many products.

Keep up the great work in the delivery of the customer experienceYou are definitely heads above the rest!
David Concha
David Concha
Jul 03, 2025
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The Jordan insurance agency is great. They do all they can to help. Everybody there is super friendly and helpful. They always try and find the best insurance for your situation. You won't go wrong with them.
Abhishek Agarwalla
Abhishek Agarwalla
Jun 25, 2025
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Billy at Jordan Insurance has been a great help in getting me the best insurance rates and what I needed. He is highly responsive and always willing to provide resolution to any issues. I am very pleased with his services and would recommend it to others.
A. Bolden
A. Bolden
May 29, 2025
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I have been with the Jordan Insurance Agency for a few years and they have always treated me kindly. Each year I am informed of any upcoming changes to my policy and Mr. Jordan makes sure that I understand these changes and that it works for my family. I would definitely recommend him to anyone looking for Insurance.
Thomas Gruner
Thomas Gruner
Feb 24, 2025
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Jordan Insurance has been able to find me the best Health Insurance option at the best price for my situation the last couple of years. I will continue to use them until I am 65 years old and beyond.
Jenna Carter
Jenna Carter
May 08, 2024
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The Jordan Agency was referred to me by a friend. She assured me he would take care of me and he did just that. He was transparent and friendly. Service was quick and within an hour I had a new health insurance plan set up.
Steve All
Steve All
Mar 27, 2024
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I contacted the Jordan Agency and Mr. Jordan patiently walked me through the entire process, giving me several options from which to choose. The option I chose will save me $200 per month in my premium and it is a better policy than I had previously. I highly recommend Billy Jordan and the Jordan Agency.
Richard Pattinson
Richard Pattinson
Dec 03, 2023
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I contacted Billy after getting a strong recommendation for his services. He did not disappoint. We had a very thorough and efficient conversation in order to select the right healthcare plan for our family. Hes very knowledgeable, a good listener, and very thorough.
Tina Sanders
Tina Sanders
Aug 01, 2023
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Outstanding customer service with super fast response time. Billy has helped me with several kinds of insurances including landlord, renters, auto, and health. He is able to find policies that are a good fit at competitive pricing. When my health insurance carrier pulled out of all but a few states, he notified me a month in advance of the insurance carrier and found me a new plan. Highly recommend.
Shauneille Smith
Shauneille Smith
Jun 26, 2023
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I want to express my utmost satisfaction with the products and services provided by The Jordan Insurance Agency. As a long-term customer with Billy Jordan as my dedicated agent, I can confidently say that their offerings are exceptional.

The range of products offered by The Jordan Insurance Agency is extensive, covering all our needs with precision. From health insurance to life insurance and property coverage, they have a comprehensive selection that ensures everyone can find the perfect fit.

What sets The Jordan Insurance Agency apart is the outstanding level of personalized attention and customer service. Billy Jordan, my dedicated agent, consistently went above and beyond to understand our specific requirements and deliver tailored solutions. His expertise and willingness to explain policy details instilled confidence in our decisions.

Throughout our engagement, the professionalism and knowledge displayed by Billy Jordan and The Jordan Insurance Agency were outstanding. They promptly addressed any inquiries, showcasing their commitment to customer satisfaction. Their attention to detail and industry expertise were truly commendable.

Lastly, the claims process was seamless, thanks to the diligent handling by The Jordan Insurance Agency. Billy Jordan ensured that our claims were processed efficiently and settled fairly, reinforcing our trust in their services.

Shauneille
Keri Teshima
Keri Teshima
Jun 01, 2023
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Billy has been super helpful and honest with setting up my new auto insurance. I have never had anyone explain everything in a detailed way like he has and every time I email him with a question, he gets back right away! I am very satisfied with this agency!
Ritchie Cruz
Ritchie Cruz
May 01, 2023
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Billy Jordan was great from the start! He responded quickly and explained the plans very well. Moving to NC from out of state is already challenging but Billy made the process easy in terms of explaining how NC insurances work compared to where we were from and recommending the right plans for my family. Looking forward to continue to work with him and his team.
Bett
Bett
Apr 30, 2023
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The Jordan Insurance Agency, specifically Billy, was incredibly informative, helpful and made the whole process of acquiring new health insurance very easy. Billy definitely knows his stuff and was very patient and helpful with my inquiries. I would highly recommend him and his agency!
Judy Montague
Judy Montague
Apr 22, 2023
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Under the leadership of Billy Jordan, Lamont Joseph has worked tirelessly to find the best fit for my health insurance needs. He understands his clients individual requirements and works to meet each one. Looking forward to working with him again.
Jamil Simmons
Jamil Simmons
Feb 16, 2023
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My senior parent was in search of dental insurance and I reached out to get information for her. Jordan Insurance was patient took the time to identify what insurance was best for her need and within price ranges she could afford. Once a plan was decided it was easy and fast to set up. I recommend and I myself will be seeking other products they offer.
Carolyn Lattimore
Carolyn Lattimore
Feb 15, 2023
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Mr Jordan was exceptional I gave him an explanation of twas needed and he not only did that but opened my eyes to the process entirely. He followed up on the day to activate my services promptly. Most companies sway on emotions, Mr Jordan educates his clients and for that Im grateful and thankful I found him on We buy Black! Kudos sir
Courtney Outen
Courtney Outen
Jul 14, 2022
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Until today I was having the most difficult time getting my insurance policy sorted outI was at a loss and not sure what else to do. I reached out to the Jordan Insurance Agency asking to speak to someone for help and was made an appointment for an hour later! Lamont called right at the appointment time and went above and beyond to get my insurance needs handled and back on track. He has been the most helpful, truthful, trusting person I have spoken to to date about health insurance coverage and I am so glad I found The Jordan Agency! They have gained a customer for life. Highly recommend!!
Robbie Cole
Robbie Cole
Jul 05, 2022
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Mr. Jordan was very timely in his responses back to me. He is also very informative and makes sure that you get the coverages you need. He is not just selling any kind of random policies. I appreciate the time he takes and tone of his business shows this is a company that cares. It doesnt feel bad paying for quality service.
Kelly G.
Kelly G.
Jun 26, 2022
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I have used Mr. Jordans services twice in order to obtain health insurance. Both times he has been very responsive and has quickly assisted me with my needs. He gives options so I can best determine what satisfies my needs. I greatly appreciate his professionalism and expertise.
Scherese Hart Clark
Scherese Hart Clark
Apr 30, 2022
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The Jordan Insurance Agency provides superior communication and customer support from the beginning to the end of the process. I appreciate all the efforts from Mr. Jordan, as he was accommodating in ensuring that the policy was specific to my needs with great rates. I highly recommend Jordan Insurance Agency and have referred others already. Customer service and product knowledge is their strategy, and it shows.
Sarah Carriker
Sarah Carriker
Apr 13, 2022
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Wow! I never thought finding new insurance could be this easy. I always thought with my medical problems finding an insurance would be near to impossible. I reached out to this agency and within just a few minutes Billy responded to me and found me the best coverage for my situation. Billy was exceptional in his customer service and truly made a tough situation a piece of cake. I will never look for insurance on my own again. Thank you so much, Billy!
Travis Wright
Travis Wright
Feb 11, 2022
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I personally struggled to find a great agent for awhile when it came to health insurance. After speaking with Billy at JIA I felt at ease. He was very patient with the questions I had, also very knowledgeable and had a great way of explaining all the details about the plans. Overall great experience and very professional. Thanks!
Tamika China
Tamika China
Jan 01, 2022
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I was first connected with The Jordan Insurance Agency through my job at Home Instead. Since we were already covered through my husband job, Mr. Billy Jordan explained that I was good and didn't need to get coverage from them at that time. Fast forward to a month later and we ended up needing to switch from what my husband's job was offering. I reached back out the agency & I'm so glad I did. Mr. Jordan took his time to explain what my options were, and what the benefits were with each plan & the network the plans were for. I chose the plan that was in the best interest of my youngest daughter that has special needs and the network her doctors where in. Mr. Jordan helped me to make the best choice for her. We also opted for the dental insurance as well as the health insurance, and with both combined we were able to save hundreds of dollars with them, than we would have on just the health insurance alone that my husband's job is offering. I would highly recommend this company to anyone looking for any insurance needs. I've already referred several people from my husbands job and I'm sure they'll be just as pleased with the results as we are.
Nichelle Tyson Namtyson
Nichelle Tyson Namtyson
Dec 04, 2021
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Choosing to go with Billy Jordan from The Jordan Insurance Agency was one of the best decisions I have made for the year. After being with my previous insurance company for more than 10 years and my rate steadily increased for, it was to my surprise that I was able to lower my payment and increase my coverage. I have a more comprehensive understanding of what coverage I have for me an my family. Instead of me needs taking a back seat to a policy that might work, Mr Billy answered all my questions and made the automobile insurance fit my needs.