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.
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.
For plan years ending in 2015, plan sponsors of self-funded health plans must pay a PCORI fee by August 1, 2016. Use IRS Form 720 to pay the fee.
Monday, July 18, 2016
This is Leavitt's Quarterly Update of Deadlines and Reminders in the upcoming quarter. This is for third quarter of 2016.
Thursday, July 7, 2016
DOL penalties for ERISA violations will increase for penalties imposed after August 1, 2016.
Thursday, July 7, 2016
Owner-owned captives are one of the most common types of captives. Download this white paper to learn more about how they work and what you need to know before entering a captive.
Wednesday, July 6, 2016
Life insurance for key employees (key man life or key person life) protects a business from losses that can be incurred after the unexpected passing of a key employee.
Wednesday, June 29, 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
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.