Okerlund, Sorensen & Leavitt Insurance Agency has been serving the South-Central Utah area since 1972. We offer personal and commercial insurance solutions as well as group benefits. Some of our products and services include coverage for home, auto, and recreational vehicles, as well as individual life and health, workers compensation, and bonds.
As an independent insurance agency we represent many of the top insurance carriers, including Allstate, Travelers, Auto-Owners, Workers Compensation Fund of Utah, Select Health, Cincinnati, and Progressive. Our relationships with different carriers allow us to place coverage with the insurer that is well suited to the needs of each of our clients.
We are committed to building lasting relationships with our clients, providing quality, value-added services, and developing long-term solutions for your risk management strategy.
Cory is the Co-Owner at Okerlund, Sorensen & Leavitt Insurance. He is the husband to a fantastic wife, and a dad to four wonderful kids. He loves sports and is an avid hunter. He has been an insurance professional since 2002.
Cameron grew up in downtown Loa, UT where he was raised on a cattle operation. He now lives in Monroe, UT with his wife and four children. He loves playing recreational softball, and is a assistant wrestling coach at South Sevier High School in the winter. Cameron joined Okerlund, Sorenson & Leavitt team in 2013.
Kassen was born and raised in Richfield, UT, where she currently resides with her husband of 16 years and her seven-year-old son. She enjoys reading, camping, and spending time with her family. She started working at Okerlund, Sorensen & Leavitt Insurance in January 2015.
Lacey was born and raised in Manti. She graduated from Manti High School, and completed her associate degree at Snow College. She currently lives in Elsinore with her husband and two kids. She loves country music, camping, running, and watching football.
Pat has been working with Leavitt Group for 21 years. She started working on the insurance business in 1964, and still loves the business. In 2007 she was awarded the Sandra Maxwell Award, which is one of her greatest joys. She has a daughter and a son, and three grandsons which make her life worth-while.
Providing you with a full range of the highest quality insurance products and services at competitive pricing.
Protecting your assets by addressing complex insurance needs through the development of innovative, customized, insurance programs.
Maintaining highly professional, highly motivated staff that is committed to serving your needs.
Embracing client service, striving to exceed expectations while being sensitive and responsive to your needs is our highest concern.
On April 20, 2016, the DOL, HHS and IRS issued Affordable Care Act Frequently Asked Questions, Part XXXI (ACA FAQs 31), addressing specific implementation issues under numerous provisions of the ACA and other laws. This article summarizes the information in each of the 12 questions and answers, on: preventive services, rescissions, several disclosure obligations, coverage […]
Thursday, April 21, 2016
The Department of Labor (DOL) final rule on the definition of "fiduciary" expands the definition not only for retirement accounts such as 401(k)s, 403(b)s and IRAs, but also as applied to non-retirement accounts such as Health Savings Accounts (HSAs) and other accounts.
Monday, April 18, 2016
On April 6, 2016, the Department of Health and Human Services (HHS) and other federal government agencies announced key enhancements to the Summary of Benefits and Coverage (SBC) template and Uniform Glossary that the Agencies issued on February 26, 2016. This article summarizes these changes and includes links to all the final documents and instructions. Group health plans and health insurance issuers must use these new final forms as of the first open enrollment on or after April 1, 2017.
Wednesday, April 6, 2016
If you receive a letter from the IRS-SSA-CMS Data Match program, be sure to respond to it, within 30 days! Potential penalties apply if you don't. In many cases it is not that difficult to provide the information requested in the Data Match letter! So save yourself a future headache and respond to the Data Match letter now.
Monday, April 4, 2016
While life insurance is essential for taking care of family members when you die, it can also be a critical strategic tool when it comes to wealth management.
Thursday, April 21, 2016
Incident rates are a very useful tool for companies to use in benchmarking their performance. Developing these benchmarking tools can be a very helpful first step in monitoring your safety performance.
Thursday, March 31, 2016
Are you aware that civil penalties for all employer violations of OSHA regulations will be increasing this year? While an OSHA citation can be costly, the health and safety of employees is on the line when safety standards are not enforced in the workforce.
Tuesday, March 22, 2016
We work to develop lasting client relationships. As a privately-held firm, we have the flexibility to make long-term decisions with you. Our performance is not judged by Wall Street every quarter, but rather by the quality of relationships we maintain.
As the 10th largest privately-held insurance brokerage in the nation*, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
As a result of our local managing co-owner and on-the-ground decision makers, our interest in your success results in a greater level of service and commitment to your business. We match solutions to your needs and geography.
We believe in operating with complete integrity and transparency. We have a long history based on this principle, and it is a vital part of our culture. As we bring people into our organization, we look for those who share our values, thus fostering relationships based on trust—for employees, insurance companies, and clients.
*According to Insurance Journal, August 2014 issue.