Business Details
26 Years
experience
Emergency
services
Your Trusted Insurance Partner in San Francisco
Established in 2000, our agency has served San Francisco and the Bay Area for over two decades. As a third-generation San Franciscan, I founded this office to provide personalized insurance solutions while fostering community relationships. Our team combines expertise in business administration and real estate with a commitment to exceptional customer service. We specialize in demystifying insurance terminology and creating tailored policies that protect what matters most to our clients. With a focus on transparency and trust, we treat every customer like family, ensuring they receive comprehensive coverage and dedicated support.Our experience spans auto, home, life, health, and pet insurance, along with financial services. We pride ourselves on being accessible 24/7 and maintaining deep local knowledge of the Haight-Ashbury neighborhood and beyond. Through partnerships with State Farm and other trusted providers, we deliver reliable protection and peace of mind. Our office remains dedicated to evolving with clients' needs while upholding core values of integrity and community service.
Services
Auto Insurance
Homeowners Insurance
Life Insurance
Health Insurance
Pet Insurance
Business Insurance
Condo Insurance
Renters Insurance
Boat Insurance
Motorcycle Insurance
Details
- Year established: 2000
Highlights and features
- We offer 24/7 personalized customer support
- Our team has 24 years of local insurance expertise
- We provide transparent policy explanations without hidden fees
- We maintain deep community knowledge of San Francisco needs
- We combine State Farm's resources with local office attention
What people say
Top-notch expertise
Exceptional customer service
Knowledgeable and helpful
Seamless claim process
Professional and responsive
Services
Auto Insurance
We provide comprehensive auto insurance solutions for drivers in San Francisco and California. Our policies protect against liability, collision, and uninsured motorists while offering flexible options for classic cars, rentals, and foreign license holders. With personalized quotes and 24/7 claims support, we help drivers navigate coverage needs from basic protection to specialized policies.
Homeowners Insurance
Our homeowners insurance policies safeguard properties in the Bay Area against common risks like fire, theft, and natural disasters. We specialize in explaining coverage details for local building codes and neighborhood-specific needs. From policy creation to claims assistance, our team ensures homeowners understand their protections and options for customizing coverage limits and endorsements.
Life Insurance
We offer term and whole life insurance products to protect families and businesses throughout California. Our approach focuses on long-term financial security planning, helping clients understand policy features like cash value accumulation and beneficiary options. With personalized consultations, we match life insurance solutions to individual needs, from basic income replacement to estate planning.
Pet Insurance
Our pet insurance plans provide financial protection for veterinary care across California. We help pet owners understand coverage options for accidents, illnesses, and routine care. Through partnerships with providers like Trupanion, we offer policies that help manage unexpected medical costs while emphasizing preventive care benefits and claims processing support.
Business Insurance
We create customized business insurance packages for San Francisco Bay Area companies. Our commercial policies protect against property damage, liability claims, and business interruption risks. With expertise in local market conditions, we help businesses select appropriate coverage limits and risk management strategies while providing ongoing policy review and adjustment services.
People
Curtis Lee
Agent
Third-generation San Franciscan with 24 years of insurance experience. Founded this agency to combine local knowledge with State Farm resources. Focuses on personalized service and community relationships.
Stanley Wong
Marketing Representative
Licensed agent since 2008 with expertise in insurance products and customer relations. Active in community outreach and policyholder education. Enjoys outdoor activities and international travel.
Ginger Forslund
Insurance Professional
54+ years of insurance experience with deep knowledge of policy details. Known for exceptional customer service and claims advocacy. Active in local community activities and family engagement.
Lizzie Lee
Insurance Associate
Communications graduate who joined during 2020 pandemic. Specializes in customer needs assessment and policy matching. Active in youth mentorship and digital art creation.
Kelsey Lee
Insurance Associate
Joined team in 2022 with focus on client education and policy explanation. Combines technical knowledge with personal service approach. Enjoys digital illustration and mechanical keyboard hobbies.
Questions
What insurance products do you offer?
We provide auto, home, life, health, pet, business, condo, renters, boat, and motorcycle insurance with personalized policy options.
Do you offer 24/7 service?
Yes, you can call or text us anytime for quotes, claims assistance, or policy questions.
Can I get insurance with a foreign license?
We offer auto insurance options for drivers with foreign licenses - contact our office for eligibility details.
How do I file a claim?
File claims through our website, mobile app, or by calling State Farm's 24/7 claims line at 855-733-7333.
Do you serve areas outside San Francisco?
We serve the entire San Francisco Bay Area and throughout California state.
Can I get a personalized insurance quote?
Yes, request a customized quote online or by contacting our office directly for tailored coverage options.
