What Makes Leavitt Group More Than Just an Insurance Broker?

Written by Amber Harper—Commercial Insurance Advisor

October 6, 2022 · 4 minute read

Blog What Makes Leavitt Group More Than Just an Insurance Broker?

A quick search for insurance brokers yields tens of thousands of results. With so many brokers to choose from, how do you choose the right broker to handle your insurance needs? If you are a mental health or drug or alcohol treatment center, the answer is obvious: Leavitt Coastal Valley.

Have questions?
Contact us today.

Phone: (805) 925-8607

Please note: coverage cannot be bound or altered online. A service representative will need to contact you to finalize your request.

Leavitt Coastal Valley's Mission

At Leavitt Coastal Valley, we are more than just an insurance broker. Our mission statement is “We are about People, Relationships, and Service." This mission statement is what drives us to create lasting relationships with our clients and provide personalized service every step of the way.

It's our background that makes us uniquely qualified to serve mental health and treatment centers with insurance. At Leavitt Coastal Valley, our team of professionals comes from all walks of life and has diverse experiences, passions, and backgrounds. Many of our brokers and administrators have first-hand knowledge of the treatment industry. Our professionals have worked in the treatment industry, and now they work to protect treatment centers with insurance.

The knowledge we gained working in treatment has given us an intimate understanding of your risks and vulnerabilities. This combination of insight and expertise allows us to find comprehensive commercial insurance plans that provide the right protection and financial coverage for treatment centers.

Reflecting the Needs of Treatment Centers

We believe our mission aligns closely with mental health and treatment centers. While we work to protect treatment centers, treatment centers work to protect their patients.

Even though you may not want to see your patients walk through your doors again, you do create a lasting relationship with them. You provide them with the tools, support, and hope they need to focus on long-term recovery. We provide you with an insurance plan that evolves to reflect your center's ever-changing needs.

Your treatment center employees also work daily to ensure their patients receive the best care possible. Likewise, we work hard every day to ensure our clients get the right insurance to match their unique needs.

Our Personalized Approach to Insurance

Our focus on people, relationships, and service means we strive to operate with integrity and trust to create lasting relationships with our insurance clients and find the right insurance for their needs. Our background in the treatment industry also means we understand the risks your facility faces.

Every member of our team is committed to ensuring every employee, volunteer, patient, and square inch of your treatment center is covered and protected.

No One-Size-Fits-All Insurance

We don't believe in a “one-size-fits-all” approach to insurance. We understand every industry has its own risks and every business has its own needs. Our personalized approach to insurance means you get a team of professionals who work to understand your needs to develop a plan that provides optimal coverage and can evolve as your needs change.

At Leavitt Coastal Valley, we understand the needs of treatment centers. Our team of brokers will assess your vulnerabilities and risks to find the right combination of commercial insurance options. We may recommend the following:

Nationwide Business With a Small Business Mindset

Leavitt Coastal Valley is proud to be a part of Leavitt Group, one of the largest privately held insurance brokerages in the United States. Our nationwide network allows us access to thousands of insurance companies and policies to find a coverage plan that reduces your risk.

While we are a nationwide company, we still have that small business mindset. We get to know each of our clients individually, creating a relationship based on familiarity, trust, and respect.

Seamless Enrollment Process

At Leavitt Coastal Valley, we strive to create a seamless, step-by-step enrollment process where you feel heard and can be honest about your needs, starting with our one-on-one phone call.

During our intake phone call with you, we listen and ask specific and detailed questions to ensure we have a complete picture of your treatment center's insurance needs. We want to ensure our brokers know how many employees you have, the demographics of patients you support, how many volunteers you have, and any other information our brokers need to understand your center's unique risks.

The knowledge gained during this phone call will help our team protect your center and reduce the risk of financial loss. Unfortunately, this personalized approach is rare in the insurance industry. However, we believe protecting our clients and those they serve is essential.

Relationships Over Profit

In addition, Leavitt Coastal Valley puts relationships with our clients over our company profits. This commitment to people over money means once our brokers find a coverage plan that reflects your center, they will work with our underwriters to make your plan as affordable as possible.

Not every insurance broker has the same goal in mind. At Leavitt Coastal Valley, we prioritize people and relationships over profit and our own gain. We know the essential role mental health and drug or alcohol treatment centers play in society today and the crucial services they provide. Your facility has different risks and vulnerabilities than other businesses, and you need a commercial insurance plan that reflects those differences. Leavitt Coastal Valley understands the treatment industry. We have the experience and resources necessary to provide customized insurance plans to protect your treatment center.

When you choose Leavitt Coastal Valley as your insurance broker, you receive personalized support every step of the way. Let our team protect your team as you provide hope, recovery resources, and treatment for your patients. To learn more about our commercial insurance options, contact us today at (805) 925-8607.