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.
The IRS and Social Security Administration each year announce the cost-of-living adjustments affecting tax and employee benefits dollar amounts for the upcoming calendar year. Some highlights for 2016 (& 2015) are listed below. Many of the 2016 numbers remain unchanged from 2015.
Tuesday, November 24, 2015
On November 2, 2015, President Obama signed the Bipartisan Budget Act of 2015 (H.R. 1314), part of which repeals the Automatic Enrollment provisions that the Affordable Care Act added to the Fair Labor Standards Act (FLSA), section 18A.
Friday, November 6, 2015
Employers subject to ACA reporting requirements generally will be subject to penalties for failing to comply. However, penalties will not apply if an employer is unable to obtain Social Security numbers of non-employees, after making reasonable efforts to do so, if they report dates of birth rather than Social Security numbers. This article explains what the IRS considers to be a reasonable effort to obtain a Social Security number.
Monday, November 2, 2015
The IRS just announced the new PCORI fee amount for plan years that end on or after October 1, 2015. Here is the list of all amounts for all applicable years, plus the newly announced amount: $2.17 for plan/policy years that end on or after October 1, 2015, and before October 1, 2016 $2.08 for […]
Thursday, October 15, 2015
Thanksgiving brings the celebration of many traditions, some common among all of us and others different from family to family. Here are a few tidbits of Thanksgiving trivia to enjoy while you prepare for this year’s festivities. Enjoy!
Wednesday, November 25, 2015
Is your home ready for winter? Freezing temperatures, ice, snow, and wind can cause severe damage to your home and property, especially when they take you by surprise. Follow these helpful tips to prepare your property for unpredictable winter weather.
Friday, October 30, 2015
Halloween is one of the most anticipated holidays among children. Make it a fun and safe day for kids of all ages with these simple precautions.
Wednesday, October 28, 2015
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.