Personal Insurance Agent
Our northern California and southern Oregon agencies are locally owned and managed. Our locale gives us a vested interest in the businesses and individuals who are our clients, and our agency aims to build a lasting relationship with you. We live and work near you and take great care in providing you with the right protection for all your insurance needs. As an affiliate of the Leavitt Group, one of the nation’s largest retail insurance brokers, we have relationships and additional buying power with the top insurance companies in the nation. The stability and reputation that the Leavitt Group brings to our local agencies is immense.
Our experienced staff is here to help with your business, life-health, and personal insurance needs. We give the greatest attention to service and realize there are many insurance agencies soliciting you for the opportunity to write your insurance policies. Our level of service along with access to a broad variety of insurance companies makes clients want to do business with us. We work diligently to cultivate long-term relationships with our customers.
We live and work in one of the most beautiful regions of northern California and southern Oregon. We have offices and licensed professionals close to where you live and work. We are here when you need insurance advice, policy proposals, or in the unfortunate times when you need attention to a claim. We believe our locale brings tremendous value to our relationship with you.
We have seasoned key staff with over 30 years of insurance experience in each of our locations. When looking for an insurance policy, you need that experience on your side! We pride ourselves on a consultative approach to find the coverage that is the right fit for your personal and business insurance needs.
Contact us today to discuss your unique insurance needs and allow us to provide you with an insurance program you can feel secure with.
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 you needs. Embracing client service, striving to exceed expectations while being sensitive and responsive to your needs is our highest concern.
We work hard to earn your respect and gain your trust.
The Net Promoter Score (NPS) measures customer experience. The score is calculated using the answer to one key question: How likely are you to recommend our agency to a friend or associate?
Industry Net Promoter Scores according to questionpro.com
What does national resources mean for you? You’ll have the wisdom of our far-reaching team and the support you need, such as loss control, training, negotiating power, underwriter relationships, claims management, employee benefits compliance, on-staff ERISA attorney, online enrollment and benefits management technology.
We work to develop lasting client relationships and make long-term decisions with you rather than seeking only short-term results.
We bring together the best of both worlds.
States and counting
Largest privately held insurance brokerage*
Million in total revenue in 2020
*According to Insurance Journal, August 2020 issue.