Protecting Your Future with Excellence, Innovation, and Integrity
At The Safegard Group, Inc., we take pride in our commitment to providing unparalleled customer service and expert technical knowledge to our clients. Founded in 1994 by Robert V. Donato III, our firm is built on the principles of excellence, innovation, and integrity. As a leading, full-service insurance broker and risk management consulting firm, we work closely with our clients to understand their unique insurance requirements and construct a cost-effective risk management program that meets their needs.
Our Services
We offer a comprehensive range of services, including commercial and personal insurance, employee benefits, property and casualty, M&A services, employee education, voluntary benefits, and medical funding strategies. Our team of experienced consultants will work with you to identify your exposures and design a tailored insurance program that fits your needs. We also provide claim reporting services and work on behalf of our clients to ensure timely resolution of claims.
Our Team
Our executive leadership team, led by Chairman Robert V. Donato III and Chief Executive Officer William C. Donato Jr., brings together a wealth of experience and expertise in the insurance industry. Our team of consultants, account managers, and claims professionals work together to provide our clients with unparalleled customer service and expert technical knowledge.
Our Values
At The Safegard Group, we value excellence, innovation, and integrity above all. We strive to bring excellence to our clients through our commitment to customer service and technical expertise. We work closely with our clients to create innovative risk management solutions that meet their specific needs. And, we adhere to the highest ethical standards in all our dealings, ensuring that our clients receive the best possible service.
Overall Experience
The reviews highlight a significant contrast in the level of satisfaction with the insurance agency. While one reviewer had a highly positive experience, the other reviewer had a severely negative encounter.
Customer Service
The negative review criticized the agency's customer service, describing it as "cold and unfeeling" during a sensitive time when the reviewer was handling an estate after a family loss. This experience led to a complete loss of trust and a strong warning to others to ask questions before signing with the agency.
Quality of Service
The positive review praised the agency's ability to meet both business and personal insurance needs, implying a high level of expertise and responsiveness.

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