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Protecting what matters most, one policy at a time.

At Simon Insurance Agency, we are dedicated to providing expert insurance solutions to individuals and businesses in the Bay Area, California. With over three decades of experience, we have established ourselves as a trusted and client-focused insurance agency. Our team of experts has a deep understanding of the unique needs of our clients and are committed to providing personalized service and tailored insurance solutions.

Our Services

We offer a comprehensive range of insurance services, including:

  • Personal Insurance: We provide a wide range of personal insurance coverages, including auto, home, motorcycle, boat, and flood insurance, to ensure that our clients' most valuable assets are protected.
  • Commercial Insurance: Our commercial insurance coverages cater to the unique needs of small and large enterprises in the Bay Area. We offer a variety of coverage options, including business owners' packages, general liability, commercial auto, commercial real estate, and contractors' insurance, to ensure that every aspect of our clients' businesses is safeguarded.

Our Strengths

At Simon Insurance Agency, we pride ourselves on our:

  • Expertise: Our team of experienced insurance professionals has a deep understanding of the insurance industry and is dedicated to staying up-to-date with the latest developments and trends.
  • Personalized Service: We take the time to understand our clients' unique needs and concerns, providing customized insurance solutions that cater to their individual or business requirements.
  • Partnerships: We have established strong relationships with premier insurance companies, ensuring that our clients have access to a wide range of coverage options and the best possible rates.

Our Philosophy

At Simon Insurance Agency, we believe that effective insurance solutions require a deep understanding of our clients' unique needs and concerns. We are committed to providing expert guidance, personalized service, and tailored insurance solutions that cater to the specific requirements of our clients. Whether you are an individual or a business, we are dedicated to ensuring that your most valuable assets are protected and your risks are mitigated.

Reviews
Positive: The reviewers praise the agency's exceptional service, expert knowledge, and commitment to customer satisfaction.
Negative: One reviewer experienced issues with communication and billing practices.

Exceptional Service and Expertise

Simon Insurance & Financial Services has received widespread praise for their exceptional service and expertise in the insurance industry. Reviewers have consistently highlighted the agency's ability to provide excellent coverage and competitive pricing, as well as their willingness to go above and beyond to ensure client satisfaction.

Friendly and Knowledgeable Staff

The staff at Simon Insurance & Financial Services, particularly Candra and Richard, have been commended for their friendly and knowledgeable approach. Reviewers have praised their ability to explain policy terms, insurance comparisons, and coverage in a clear and concise manner, making them feel comfortable and informed.

Strong Professional Relationships

Richard Simon's strong professional relationships with insurance carriers have allowed him to match clients with A+ companies for coverage, providing them with the best possible options. Reviewers have appreciated his ability to navigate complex insurance situations and advocate on their behalf.

Honesty and Transparency

One reviewer did express disappointment with their experience, citing issues with communication and billing practices. However, the majority of reviewers have highlighted the agency's honesty and transparency in their dealings.

Recommendations

Reviewers have uniformly recommended Simon Insurance & Financial Services to others, praising their expertise, professionalism, and commitment to customer service.

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