Business Details
50+ Years
experience
Your Trusted Insurance Partner in New Berlin, WI
Founded in 1974 by Ron Petersen, our agency began as a traditional insurance provider committed to delivering superior products and service. In 2016, Eric and Marc Petersen acquired the business, modernizing operations while preserving its core values. We operate as an independent, family-owned agency, partnering with over 20 leading insurance carriers to offer competitive options tailored to individual needs. Our technology-driven approach eliminates cold calling, focusing instead on proactive communication through chat, texting, and annual policy reviews conducted by dedicated account managers.We prioritize education and empowerment for our team, ensuring clients receive expert guidance and personalized support. Our commitment extends beyond transactionswe treat clients like family, emphasizing transparency, responsiveness, and community involvement. With a legacy spanning nearly five decades, we continue evolving to meet the dynamic needs of families and businesses in New Berlin, WI.
Services
Auto Insurance
Home Insurance
Business Insurance
Life Insurance
Umbrella Insurance
Boat Insurance
Motorcycle Insurance
Renters Insurance
RV Insurance
Cyber Liability Insurance
Details
- Year established: 1974
Highlights and features
- We partner with 20+ leading insurance companies to offer competitive pricing and diverse coverage options.
- Our dedicated account managers provide annual policy reviews and personalized claim guidance.
- Real local professionals offer prompt, personalized assistance via phone or in person.
- Second-generation family ownership combines legacy expertise with modern, technology-driven service.
- Proactive communication through chat, texting, and annual policy reviews ensures ongoing client support.
What people say
Quick response times
Treats clients like family
Proactive recommendations
Knowledgeable team
Efficient claim handling
Services
Auto Insurance
We offer comprehensive auto insurance policies tailored to individual driving habits and vehicle needs. Our coverage options include liability protection, collision coverage, and uninsured motorist benefits. Clients benefit from competitive rates through our partnerships with 20+ top-tier insurance carriers.
Business Insurance
Our business insurance solutions protect companies against property damage, liability claims, and operational risks. We offer customized packages including cyber liability, workers' compensation, and errors & omissions coverage. Dedicated account managers ensure policies evolve with business growth and industry changes.
Home Insurance
We provide homeowners insurance covering structural damage, personal belongings, and liability protection. Policies include options for additional coverage like flood insurance and scheduled personal property. Annual policy reviews ensure protection keeps pace with home value changes and family needs.
Life Insurance
Our life insurance offerings include term and permanent policies designed to protect families financially. We help clients select coverage amounts that align with long-term financial goals and provide guidance on policy adjustments as life circumstances change.
Umbrella Insurance
Umbrella insurance policies provide additional liability coverage beyond standard auto or home insurance. We help clients assess risk exposure and select appropriate coverage limits to protect assets from major claims or lawsuits.
People
Eric Petersen
Principal
Eric Petersen co-founded the modern agency in 2016, bringing technology-driven innovations while maintaining family values. He focuses on strategic growth and client experience improvements.
Marc Petersen
Principal
Marc Petersen leads daily operations and client relations, combining decades of insurance expertise with modern service approaches. He oversees account management teams and policy implementation.
Ron Petersen
Agent
Ron Petersen established the agency in 1974, building a foundation of trust and service excellence. He continues providing client support while mentoring newer team members.
Lorna Kandler
Account Manager
Lorna Kandler specializes in personalized policy management, known for her attentive service and proactive client communication. She helps clients navigate coverage options and policy adjustments.
Justin Staebler
Agent
Justin Staebler provides insurance solutions for new clients, focusing on clear explanations of coverage options and helping families select appropriate protection plans.
Questions
What types of insurance do you offer?
We provide auto, home, business, life, umbrella, boat, motorcycle, renters, RV, and cyber liability insurance tailored to individual and business needs.
How are you different from other insurance agencies?
As a family-owned agency, we combine decades of experience with technology-driven service, offering personalized guidance from dedicated account managers without cold calling.
Can I manage my policy online?
Yes, our self-serve dashboard allows policy changes, claims filing, and document requests, with support from account managers for complex adjustments.
Do you work with multiple insurance carriers?
We partner with 20+ leading carriers to provide competitive pricing and diverse coverage options tailored to your specific needs.
How do you handle insurance claims?
Dedicated account managers guide you through the claims process, ensuring timely resolution and clear communication from start to finish.
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