Business Details
Your Trusted Insurance Partner in Irvine, CA
As an independent insurance broker, we take our responsibility to represent clients seriously, prioritizing their needs in the insurance marketplace. Founded on the principle of providing tailored solutions, our team brings decades of combined experience in risk management and insurance services. We specialize in serving design professionals, contractors, and businesses across industries, offering comprehensive coverage options that balance competitive pricing with robust protection. Our affiliation with a/e ProNet grants access to specialized resources like contract language reviews and risk management publications, enhancing the value we deliver. With a focus on personalized service, we work closely with clients to understand their unique challenges, whether in commercial lines, life and health benefits, or personal insurance.Our team holds prestigious designations like Certified Insurance Counselor (CIC) and Certified Insurance Service Representative (CISR), ensuring expertise in navigating complex insurance landscapes. We pride ourselves on transparency, ethical representation, and a commitment to continuous learning in an evolving industry. Clients benefit from our ability to negotiate with leading carriers while maintaining a local, hands-on approach to service. From project-specific policies to long-term risk strategies, we aim to be a trusted partner in safeguarding our clients' futures. This dedication to excellence has sustained our reputation in Southern California and beyond since our founding.
Services
Professional Liability Insurance
Business Auto Insurance
Group Health Benefits
Cyber Liability Coverage
Contractors Wrap Insurance
Life Insurance
Homeowners Insurance
Flood Insurance
Earthquake Insurance
Drone Coverage
Highlights and features
- We offer over 30 years of specialized experience in design professional insurance.
- Our independent broker status ensures unbiased carrier comparisons for optimal coverage.
- Access to a/e ProNet's exclusive risk management tools and industry publications.
- Team holds elite certifications including Certified Insurance Counselor (CIC).
- Personalized service combining local expertise with national carrier relationships.
Services
Professional Liability Insurance
Specialized coverage for design professionals against claims of negligence or inadequate work. Protects against financial losses from lawsuits alleging errors in professional services. Our team leverages industry-specific expertise to tailor policies addressing unique risks faced by architects, engineers, and consultants.
Business Auto Insurance
Comprehensive protection for company vehicles including cars, trucks, and specialized equipment. Covers liability, collision, and comprehensive damages while offering customizable options for high-risk industries. Ensures compliance with state requirements while minimizing operational disruptions from vehicle-related incidents.
Group Health Benefits
Customizable health insurance packages for businesses seeking competitive employee benefits. Includes medical, dental, and life insurance options with support for plan selection, cost management, and compliance with evolving regulations. Helps attract and retain talent through robust wellness programs.
Cyber Liability Coverage
Modern safeguards against data breaches and cyber attacks for businesses handling sensitive information. Covers legal fees, notification costs, and system restoration expenses. Includes risk assessment tools and incident response planning to mitigate digital threats across all industry sectors.
Contractors Wrap Insurance
Comprehensive protection for construction projects combining multiple liability coverages into one policy. Addresses risks from subcontractor errors, property damage, and job site accidents. Streamlines insurance requirements for general contractors managing complex developments with diverse vendor networks.
People
Lisa Greenberg
President
Founder with 40+ years in insurance, specializing in design professionals since 1985. Holds Certified Insurance Counselor designation. Negotiates competitive rates while providing risk management seminars and contract reviews for client success.
Tina Cowie
Vice President
40-year industry veteran with CIC, CISR, and ACSR certifications. Focuses on complex insurance solutions and meticulous client service. Leads with commitment to excellence and continuous professional development in evolving insurance landscapes.
Aimee Guesno
Senior Account Executive
18-year company veteran with CIC and CISR credentials. Combines technical expertise with personalized client support. Uses improv background to creatively solve insurance challenges while maintaining focus on client satisfaction metrics.
Ashley Greenberg
Senior Account Executive
Finance Risk Management graduate with passion for client protection. Specializes in commercial insurance solutions while balancing technical knowledge with approachable service style to ensure comprehensive business safeguards.
Sue Lusic
Account Executive
Former educator with construction industry background. Leverages family experience in construction to provide targeted insurance solutions. Focuses on clear communication and practical risk management strategies for client operations.
Questions
What types of insurance do you specialize in?
We specialize in professional liability, commercial lines, group health benefits, and construction-related insurance with particular expertise in serving design professionals like architects and engineers.
How do you find competitive insurance rates?
As an independent broker, we compare offerings from multiple carriers to negotiate optimal pricing while maintaining comprehensive coverage tailored to each client's specific risk profile and industry requirements.
Are you affiliated with any industry organizations?
We're members of a/e ProNet, providing access to specialized risk management resources, contract review tools, and continuing education specifically for design professionals and their insurance partners.
Do you offer personalized risk management services?
Yes, we provide contract reviews, risk assessment consultations, and customized insurance programs addressing unique business exposures across various industries including construction and professional services.
What areas do you serve?
While based in Irvine, CA, we serve clients nationwide through our network of insurance carriers and digital service capabilities for businesses and professionals across the United States.
