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Insurance broker or agent recommendations needed

March 2012

Our current insurance broker is slow to return calls (takes several days), and he isn't particularly thorough in finding out what sorts of coverage we really need. We've discovered, the expensive way, that we're sometimes carrying too much of one type or too little of another. We'd appreciate recommendations of thoughtful, thorough, honest insurance brokers or agents, especially as we now need to add our 18-year-old son to our car insurance. eastbay parent


I have been with John DeLeuze a State Farm agent in Lafayette for over 30 years and he is awesome! He has gone to bat for us many times, always returns calls promptly, has his home and cell number on his card, and is extremely knowledgeable. If he thinks you would be better served elsewhere he will tell you that. He insisted our 16 y/o come in to his office for a driving pep talk and driving knowledge test before adding them to the policy. I asked why and he said he had been to too many funerals of young people and never wanted to go again so he devised the extra program. He also advised how to set up the minor on our lowest cost vehicle to get a reasonable premium which saved a lot of money. State farm isn't the cheapest but having an agent like John is worth the extra. Over the years he has saved us a lot of money and we have the backing of a company with large reserves if needed. 925-284-9580 happy policyholder
I've had Farmers for quite a while and am very happy with them. Mike Reidenbach is an insurance specialist with Farmers and he's a great listener, thoughtful and considerate regarding your needs, makes excellent recommendations and is very reliable. His cell is 415 509 2494 and office is 510 849 4909. jmreidenbach@comcast.net Sydney
I've been using Scott Halbrook from Farmers for several years for both home and business. Either he or his assistant return calls within the same day. I frequently need insurance certificates for my clients, and he gets them faxed right away. He knows the business well and his rates are competitive. Here is his info http://www.farmersagent.com/rhalbrook stu
Mike Clausen returns phone calls, will help you clean up your current policies and won't over-sell you. Really. 510 839-3276 http://www.farmersagent.com/mclauson signed, Happy and Impressed!

Want to combine life, auto and home insurance into one policy

June 2009

I have searched the archives but haven't found any updated information on insurance brokers. We are looking to put our life, auto and home insurance into one policy. We currently have state farm, esurance and my husband's life insurance from work. State Farm and Esurance have unusually high rates in certain areas. If anyone has a company or an insurance broker they would highly recommend, please let me know. Thanks for your time. Trying to save some $$


Greg Guardiano at D|A Financial Group in Lafayette brokers a lot of different insurance companies so he can probably find you the best deals for life insurance. His number is 925-254-7100. Adam
I am thrilled about our new relationship with Tom Madden at Farmer's Insurance. The first time we had him review our policy, he told us to stay where we were. A year later, we tried again and he gave us better coverage for less money. Plus, he's the best agent I've ever run into. Very easy to deal with and really knows his stuff. He can be reached at (925) 284-7105. Julie

Seeking good insurance broker for small business

June 2006

I want to consolidate my real estate insurance policies under one roof, or at least one agent. Home in Trestle Glen, a two unit (duplex and house) rental property in Rockridge and a fourplex in Oakland. I would want umbrella possibilities. I tend to prefer small but enterprising agents. T


i would recommend Denise Lombard dtlombard[at]sbcglobal.net She really knows insurance and can explain everything clearly stu s

Need to buy life and health insurance

May 2004

I'm looking for recommendations on buying term life insurance: specific companies, policies, where to buy (I prefer somebody I can see face to face). The most recent recommendations on the website are from 2002. Also need recommendations for buying a health insurance policy for a single adult: best companies, prices, broker suggestions? Grace


If you need health insurance, Denise Lombard is the woman who can set you up! She helps all types find health insurance solutions -- people between jobs, people currently on COBRA, self-employed people, and small business owners. Her services are free; she is paid by the insurance company. She works to understand how people use health insurance and then she searches all available plans for the best fit at the best price. She also has Medicare Supplement plans for adults over the age of 65 and long-term care insurance plans which cover the cost of living in a nursing home. Denise Lombard Insurance Services 4100 Redwood Road, # 250 Oakland, CA 94619 dtlombard@sbcglobal.net Phone: (510) 530 - 8086 Fax: (510) 531 - 1269
Christine C

Looking for a broker for our entire insurance package

June 2003

Insurance Broker: Now that Amica is no longer paying the annual dividends we are looking for a good insurance broker to help us bid out our entire insurance package. Can anyone recommend a name and advice on using an insurance broker? Thanks. alison


For health, dental, vision, continuing care and life related insurance try either Myers Stevens at 415-543-4040 or Bob Luna at 707-745-1961. For Property and Cauaslty insurance try Gene Mello at 510-790- 1118 Juliette
My sister is my insurance broker and of course I'm biased and think she's great, but she's been in the business since she was fifteen (she's now in her forties -- it was my dad's before she inherited it) and she knows pretty much everything there is to know about insurance. She handles personal as well as commercial accounts, and can set up health insurance as well. Her name is Andrea Christensen, her company is called Allstar West and her number is (415) 883-5100 ext. 207. She's located in Novato, but these days a broker's location doesn't really matter, since we can do everything via computer.

As far as working with a broker -- each one has agreements with different companies, and companies set perameters about which brokers they will work with based on the size of the broker's ''book of business''. Unfortunately, a lot of companies don't want to do business with anyone in California anymore -- too many risks -- but there are still good companies out there.

A good broker is one who takes the time to explain to you what he/she is doing, recommends the type/amount of coverage you should have, returns your calls in a timely manner, and does her best to place your insurance with the best company for your needs, rather than the one that pays her the best commission. Just like a stock broker, real estate broker, etc.

I think Andrea would be happy to have a conversation with you just to answer your questions, even if you weren't sure you were going to use her as your broker. Janet


Hi, Our family insurance guy is Henry Lutzky, at (510)652-5200. We were able to get really affordable health coverage and a great life insurance package from him, and he's super reliable and very easy to talk to. Good luck! Nora
I would like to recommend our new insurance broker, Kai Langenberg. He is a Berkeley resident (he lives in our neighborhood, actually!), has a small child, and he and wife Xotchil recently started their insurance broker business. Their company is tri-lingual: German, English and Spanish.

I have known Kai and Xotchil for about 5 years. When I learned that they had become insurance brokers, I was overjoyed! Kai and Xotchil are very honest, very responsible, and have great business sense. I knew that I could trust them not to try to sell me insurance that I wouldn't need. My husband and I were not happy with our current insurance company and were looking forward to a change. As it turned out, we get a great deal for home and car insurance so he advised us not to change. However, he was able to secure pretty good rates for life insurance. We will soon be looking to him for financial advice (IRA's, 401 (k), etc.) and hopefully next year we can switch over to Farmer's for our home and car.

I had worked with another person from a different insurance company and that individual returned my calls a week late, did not spend enough time explaining insurance policies to me, and was pretty unprofessional (he ended up losing my policy somewhere and advised me to check with credit report agencies to make sure no one was using my SS number!). Needless to say, I was very happy to work with Kai, who was very prompt and professional, and friendly! Please give him a call:

Kai Langenberg, M.B.A.
Insurance & Financial Services Specialist
FARMERS INSURANCE GROUP
Langenberg Insurance & Financial Services
1401 Derby Street
Berkeley CA 94702
Bus: (510) 649-1322
Fax: (510) 217-6640
kai at langenberginsurance.com
License # 0D96872
Laurel

Need a broker for a bunch of different kinds of insurance

Jan 2003

We need a bunch of insurance. Our building is insured for hazards, but we need homeowner's insurance for the contents. (We've recently inherited a bunch of stuff worth insuring.) Since we just had a child, we need two term life insurance policies (we're healthy and in our mid-30's, is it better to get 10 year policies and renew them? or a 20 or 30 year policy?). And since I'm now working freelance, I need some disability insurance.

I've heard that if you group your policies through a carrier, the rates can be lower, so I'd like to do that as much as possible (as well as for administrative ease). I have car insurance, but would be willing to move the policy if the pricing worked out.

Sadly, we don't qualify for USAA. Should I try Reliaquote or Selectquote? They don't seem to handle all of our needs, would it be worth it to do each policy separately through them? No one seems to offer disability...?

I've checked the website, but didn't see anything about grouping policies and how to arrange it all through one place. Any advice and/or recommendations would be appreciated! Thanks!! Jenna


I don't know anything about insurance, but a former graduate student of mine, who is an excellent problem solver, and whose integrity I have no doubts about, recently went into insurance brokering. I'm sure she'd be happy to advise you. Her name is Paria Mahani, and you can reach her by e-mailing pmahaniATmillsDOTedu.
My husband and I bought term life insurance through Select Quote Insurance Services. They only use A++ (superior) to A (excellent) rated companies (you can do your own homework after they come back with a quote). We worked with Brian Van Valin out of the San Francisco office at 1-800-436-7000, www.selectquote.com Select Quote came back with a list of 3-4 term life insurance quotes that were significantly lower than what we were quoted from our insurance agent at State Farm (we were trying to keep things simple too). They say to take out enough term insurance to take care of your debt at the time of your death, unless you want to leave extra to your family. (So if your house will be paid off in 15 years, do you really need a policy past 15 years?) Rates are supposedly the lowest they have been in years, so take advantage of this if you think that you will continue to need life insurance in 20-30 years. Self-employed people can apply for and purchase elective coverage disability insurance through the state of CA and the EED. For more info see, http://www.edd.ca.gov/difaq9.htm Kathleen
I don't know the answers to your specific questions, but can highly recommend an agent who would be happy to answer your questions. His name is Harpreet ''Harry'' Chadha and he's a rep for New York Life. What I especially like about Harry is that he listens to your desires and makes recommendations based on what you want, not what will get him a higher commission. His phone number is 510-624-4140. R. Low
My wife brought this post to my attention. I don't want this to sound self-serving, but I may be able to at least act as a sounding board for what you are looking for, specifically for Life and Disability insurance. I work with Northwestern Mutual in SF and live in Oakland. It really is hard to say what kind or how much life insurance you would need without knowing more about your situation. Northwestern also offers comprehensive disability insurance. Lastly, it very important to check the credit ratings of the insurance company that you finally select to make sure they are sound financially. Hope this helps. My name is Tom Foley and I can be reached at (415)733-6730 or (510)652-1506. Tom Foley
It is not possible to bundle all types of insurance. Usually you get the best break for bundling home and auto and an umbrella policy. Life is usually separate. We have used RWM (Bob Moody) for life and liked him quite a bit. That said, our friends have had a rether negative experience with him, so it is hard to know what to say about that. He's in Orinda. I found him over the web. We like Christ, Elliott, and Machette for property insurance. Bill Linville is our agent. He's great. Good luck to you! Elisabeth
1999

I can recommend Patricia Tscharner of Armstrong and Armstrong. A&A is a small, independent agency, and they were able to find us good auto rates. Located in Albany, their phone is 525-3902. Since Pat's a friend of mine, feel free to mention my name. Eric


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