Business Details
32 Years
experience
Trusted Insurance & Risk Management Solutions
Safegard Group, Inc. is a leading full-service insurance broker and risk management consulting firm founded in 1994 by Robert V. Donato III. Our core philosophy centers on superior customer service and expert technical knowledge, with a reputation built on honesty, integrity, and innovative business solutions. We specialize in understanding the complexities of insurance, monitoring regulatory changes, and tailoring risk management programs to meet each client's unique needs.Our team collaborates closely with clients to identify exposures, design cost-effective insurance programs, and ensure asset protection through partnerships with top-rated insurers. With decades of experience, we prioritize proactive claims management, technological capabilities, and client education to deliver unparalleled service and long-term value.
Services
Property and Casualty
Employee Benefits
Medical Funding Strategies
Risk Management
Claims Management
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of expertise in insurance and risk management.
- Our team designs tailored programs for unique client exposures.
- We maintain partnerships with top-rated insurance carriers nationwide.
- Proactive claims management reduces costs and ensures timely resolutions.
- Our consultants provide industry-specific solutions for construction, healthcare, and more.
What people say
Unparalleled customer service
Proactive solutions
Cost-effective programs
Expertise in construction insurance
Timely claims resolution
Services
Property and Casualty
Our Property and Casualty division provides customized insurance programs for businesses across industries. We specialize in risk assessment, coverage design, and claims advocacy to protect assets from unforeseen losses. Our team leverages relationships with top-rated carriers to deliver competitive pricing and comprehensive protection tailored to each client's operational risks.
Employee Benefits
We design employee benefits packages that attract talent and reduce employer costs. Our services include health plan strategy, compliance support, and administration technology to streamline enrollment. By analyzing market trends and regulatory requirements, we create cost-effective solutions aligned with organizational goals and employee needs.
Risk Management
Our risk management consultants identify exposures and implement mitigation strategies for businesses. Services include safety program development, claims analysis, and regulatory compliance guidance. We focus on reducing total cost of risk through proactive planning and customized insurance solutions across construction, healthcare, and manufacturing sectors.
Claims Management
We provide proactive claims handling to minimize financial impact and ensure timely resolutions. Our specialists monitor carrier performance, negotiate settlements, and conduct reserve analyses to protect client interests. This approach reduces insurance costs while maintaining transparency throughout the claims process.
Medical Funding Strategies
We develop innovative medical funding solutions including self-insured plans, level funding, and reference-based pricing. Our strategies balance cost control with comprehensive coverage through HSAs, HRAs, and GAP plans. We help employers navigate compliance requirements while optimizing healthcare spending efficiency.
People
Robert V. Donato III
Chairman
Founder of Safegard Group with 30+ years in insurance. Licensed property and casualty agent, CWCP and CRIS accredited. Active in community service with leadership roles in Easter Seal Society and University of Delaware alumni associations.
William C. Donato Jr.
Chief Executive Officer
CEO since 2017 with 25+ years at Safegard. Graduated summa cum laude from Penn State, serves on Schreyer Honors College board. Expertise in strategic operations and agency acquisitions.
William J. Calderaro
President
President since 2017 with 15+ years of experience. Holds MLIS designation and MBA from Temple University. Specializes in captive insurance and risk management for technology and construction industries.
Questions
What industries does Safegard specialize in?
We focus on construction, healthcare, manufacturing, technology, chemical, and business owners with tailored insurance solutions.
How does Safegard handle claims management?
Our team actively monitors claims, negotiates settlements, and conducts reserve analyses to ensure fair resolutions and cost control.
Do you offer employee benefits administration tools?
Yes, we provide BerniePortal for year-round enrollment, compliance tracking, and 1094/1095 reporting.
What risk management services are available?
Services include safety program development, regulatory compliance, and customized risk mitigation strategies for specific industries.
Can Safegard help with mergers and acquisitions insurance?
Yes, we specialize in evaluating insurance needs for M&A deals, including liability assessments and coverage solutions.
