Business Details
47 Years
experience
Your Trusted Insurance Partner Since 1979
Established in 1979, our agency has built a legacy of excellence in insurance services. With over 100 years of combined experience, our team specializes in tailoring employee benefits and commercial insurance solutions to meet unique client needs. Guided by core values of integrity and work ethic, we prioritize long-term relationships through transparent, client-focused service. Our expertise in underwriting and risk assessment ensures clients receive value beyond standard policies.We pride ourselves on advocating for clients, as demonstrated by our successful resolution of complex claims and audits. Our commitment to personalized service has earned recognition from business leaders and satisfied policyholders alike.
Services
Group Health Insurance
Commercial Property Insurance
Workers' Compensation
Professional Liability Insurance
Cyber Liability Insurance
PEO Services
401(k) Plans
COBRA Administration
Section 125 Plans
Bonds
Details
- Year established: 1979
Highlights and features
- We offer 30+ years of experience in tailored insurance solutions
- Our team has 100+ years of combined customer service experience
- We provide personalized policy customization for unique client needs
- Our proven track record shows successful claim resolution advocacy
- We maintain long-term relationships through transparent service
What people say
Professionalism, Quality, Value
Most helpful team I could ask for
Personal and direct with customers
Saved my life through quick action
Fights for their clients
Services
Group Health Insurance
Our group health insurance plans make healthcare services affordable for employees and families. We design policies that maintain workforce productivity while ensuring comprehensive medical coverage. With tailored options, businesses can select plans that align with their budget and employee needs while meeting ACA requirements.
Commercial Property Insurance
This insurance protects business assets including buildings, equipment, and furniture against damage or theft. We create policies that cover repair or replacement costs for physical assets, ensuring business continuity after unexpected incidents like fires or natural disasters while considering each company's unique risk profile.
Workers' Compensation
Our workers' compensation policies cover employee medical expenses and potential lawsuits from workplace injuries. We help businesses comply with legal requirements while protecting against financial losses. Our solutions include claims management support and safety program development to reduce workplace incidents.
Cyber Liability Insurance
This coverage protects against financial losses from data breaches and cyberattacks. We provide policies that cover breach response costs, legal fees, and regulatory fines. Our solutions include risk assessment tools and incident response planning to help businesses prepare for and recover from cyber incidents.
PEO Services
Our Professional Employer Organization services offer comprehensive HR management solutions. This includes payroll processing, benefits administration, compliance support, and employee training programs. We provide access to cloud-based HR platforms and expert guidance to help businesses manage their workforce effectively while focusing on core operations.
People
Dan Callahan
President
With decades of insurance expertise, Dan leads our agency with a commitment to personalized service. He specializes in creating tailored insurance solutions while maintaining the founding values of integrity and work ethic established in 1979.
Debi Callahan
Vice President
Debi brings extensive health insurance expertise, known for exceptional client advocacy. She has helped numerous clients navigate complex medical situations, providing innovative solutions that prioritize client needs over profit considerations.
Kevin Brocard
Partner
Kevin specializes in employee benefits and client relations, known for easing client transitions between insurance carriers. He focuses on addressing employee concerns during coverage changes while maintaining a patient, solution-oriented approach to policy implementation.
Andy Arevalo
Insurance Concierge
Andy provides personalized insurance guidance, helping clients understand their options and select appropriate coverage. He focuses on educating clients and facilitating smooth policy implementation while maintaining a patient, service-oriented approach.
Shaun Smith
Employee Benefits Specialist
Shaun specializes in designing comprehensive employee benefits packages that meet diverse workforce needs. He works closely with businesses to create competitive benefit plans that help attract and retain top talent in various industries.
Questions
What types of insurance do you offer?
We provide group benefits including health, dental, life, and vision insurance, plus commercial coverage for general liability, property, workers' compensation, cyber liability, and professional liability.
How do you tailor policies to specific needs?
Our team evaluates each client's unique risks and requirements through detailed consultations, creating customized insurance solutions that align with business goals and employee needs.
What experience does your team have?
Our team has 100+ years of combined insurance experience, with specialists in employee benefits, commercial coverage, and risk management since our founding in 1979.
How do you handle claims disputes?
We actively advocate for clients during claims disputes, as demonstrated by successfully contesting audit results that saved a client thousands of dollars in unexpected costs.
Can you help with retirement planning?
Yes, we offer 401(k) plans and Section 125 cafeteria plans to help employees manage retirement savings while optimizing tax benefits through pre-tax payroll deductions.
