Our Core Values
1
People Matter Most | People are More Important Than Policies
Our purpose is to go above and beyond to serve people. We do not exist to assign policy numbers to names in a spreadsheet. Our goal is to be the last insurance agency our clients ever have to choose. We fulfill this purpose by investing the time to get to know our customers personally so we know how to best serve them.
2
See the Big Picture
While it is imperative to zoom in to see the details of the current situation, it’s just as important to consider the clients vision for what the future holds. Our goal is to be contributors in our clients’ pursuits of their hopes and dreams.
3
Serve for the Long Term
We believe in building an agency that strives to serve our clients at a high level for decades. Our goal is to build the Chick-Fil-A of insurance agencies. We are inspired by companies such as Nordstrom and The Ritz-Carlton that achieve excellence in customer service and build life-long customers.
Josh Melton
Entrepreneur & Business Consulting Specialist
Over the past 20 years, Josh Melton has worked as an owner of multiple service-based businesses and served in leadership positions for numerous community organizations. His passion for entrepreneurship, leadership, philosophy and psychology have empowered him to be a trusted advisor, coach and mentor to many entrepreneurs.
As the Principal Agent at Circle Seven Strategies, Josh’s primary purpose is to help his clients clearly define what they want, create plans to secure it, and develop strategies to protect it.
Josh is the proud husband of Kim and father of Barrett, Charlotte and Ellie. He is active in his community, having served as President, CEO, Vice President or Director on the Boards of various non-profit organizations and trade associations including the Athens Area Chamber of Commerce, Athens Area Association of REALTORS®, Athens Jaycees, Athens Young Professional Network, Georgia Jaycees, Realtors Property Resource® and Twelve Two.
Insurance
Originally licensed in 2007, Josh spent three years building an agency from scratch with Alfa Insurance before transitioning to American National Insurance in 2010. He ran his own agency until 2013 upon which he and his brother merged agencies, affording Josh the opportunity to explore an unique leadership opportunity to serve as the CEO of the Athens Area Association of Realtors. Josh left the captive insurance world for good in June 2020 to develop a new business as an independent agent.
Business Ownership
In addition to his career as an insurance agent, Josh has owned and sold several other businesses including a successful office cleaning company (still an owner) and a lawn maintenance franchise (sold in 2017). Josh is known in the community as a serial entrepreneur.
Leadership
Josh has served in the following leadership positions:
- CEO of Athens Area Association of Realtors
- Co-Founder and President-Elect of Athens Jaycees
- President of Georgia Jaycees
- Board of Directors of Athens Area Chamber of Commerce
- 2009 Graduate of LEAD Athens
- President of Athens Young Professionals Network
- Co-Founder of Classic City Professionals
- National Board of Directors for Realtors Property Resource
- 2013 Graduate of Georgia Association of Realtors Leadership Academy
- Co-Founder of Twelve Two