Business Details
Your Trusted Commercial Insurance Partner in San Carlos
Cavalry Insurance Services has built a reputation as a trusted commercial insurance brokerage dedicated to addressing complex risk management needs. With over two decades of industry experience, we specialize in delivering tailored solutions for hard-to-place risks through a comprehensive portfolio of property, casualty, environmental, and specialty insurance products. Our team prioritizes client relationships, maintaining open communication channels while upholding rigorous service standards. We empower retail brokers with access to both admitted and non-admitted carriers, ensuring flexibility in coverage options.Our expertise spans diverse sectors including technology, healthcare, manufacturing, and hospitality, supported by streamlined submission processes and underwriter collaboration. By combining market knowledge with personalized service, we help businesses protect their assets and operations effectively. Our high customer retention rate reflects our commitment to reliability and innovation in commercial insurance solutions.
Services
Package/BOP
Casualty Insurance
Credit Insurance
Property Insurance
Environmental Coverage
Surety Bonds
Professional Liability
Workers' Compensation
DIC/Earthquake
Highlights and features
- We offer 20+ years of commercial insurance brokerage experience
- We provide creative solutions for hard-to-place risks
- Our team maintains exceptional client communication standards
- We offer a full range of insurance products and services
- We serve diverse industries including healthcare, technology, and manufacturing
Services
Package/BOP
Our Business Owners Policy bundles essential insurance coverages into one customizable solution for small to mid-sized businesses. This comprehensive approach combines property protection, general liability, and optional coverages while maintaining affordability. Designed for diverse sectors including retail, hospitality, healthcare, and technology, these policies simplify risk management without compromising protection.
Casualty Insurance
Casualty insurance protects businesses from third-party claims involving bodily injury, property damage, or professional errors. Our offerings include umbrella liability, product liability, and construction liability coverage. This protection extends to legal fees, settlements, and medical expenses arising from covered incidents, ensuring business continuity.
Credit Insurance
Trade credit insurance safeguards businesses against customer non-payment risks, including insolvency and political risks for exporters. This coverage protects accounts receivable and maintains cash flow stability by compensating for unpaid trade debts up to policy limits.
Property Insurance
Property insurance covers physical assets against damage from events like fires, natural disasters, and construction-related risks. Our offerings include builder's risk, earthquake coverage, and marine insurance to protect commercial properties in various stages and locations.
Surety Bonds
Surety bonds guarantee contractual obligations are met between three parties: principal, obligee, and surety. We provide performance bonds, license bonds, and financial guarantee instruments across construction, agriculture, banking, and legal industries to mitigate financial risks.
People
Wilson Lau
Insurance Professional
Insurance professional with expertise in commercial risk management solutions.
Katy Chen
Insurance Professional
Experienced in providing tailored insurance solutions for business clients.
Wing Leung
Insurance Professional
Dedicated to helping businesses find comprehensive insurance coverage options.
Jeff Le
Insurance Professional
Specializes in commercial insurance products and risk assessment strategies.
Nicole Wu
Insurance Professional
Committed to delivering personalized insurance solutions for diverse business needs.
Questions
What commercial insurance products do you specialize in?
We offer property, casualty, credit insurance, surety bonds, professional liability, and specialized coverage for hard-to-place risks across various industries.
How do you handle difficult-to-insure business risks?
Our expertise lies in creating customized solutions through access to admitted and non-admitted carriers, combining multiple coverage options to address unique risk profiles.
What submission requirements are needed for coverage?
We require ACORD applications, loss runs from the past 3-5 years, and industry-specific supplemental documentation for underwriting evaluation.
Which industries do you primarily serve?
We provide coverage solutions for technology, healthcare, manufacturing, hospitality, construction, and professional services industries among others.
