Business Details
9 Years
experience
Your Trusted Insurance Partner in Newport Beach, CA
At Partners Direct Insurance Services, we specialize in delivering personalized insurance solutions tailored to the unique needs of individuals, families, and businesses. With a dedicated team of professionals, we represent over 100 insurance companies, ensuring competitive rates and comprehensive coverage options. Our approach prioritizes building meaningful relationships with clients, allowing us to fully understand their risk profiles and provide customized protection for their livelihoods, health, and property. Founded in 2017, our Newport Beach-based team combines deep industry expertise with a commitment to community values, offering transparent guidance and exceptional service.We pride ourselves on our knowledgeable staff, who are passionate about demystifying insurance complexities and closing coverage gaps. Our client-centric philosophy emphasizes trust, responsiveness, and a personalized touch, ensuring every policyholder receives the attention and support they deserve. Through strategic partnerships and innovative tools, we streamline the insurance process, from initial consultation to claims assistance, delivering peace of mind and long-term value.
Services
Personal Insurance
Business Insurance
Employee Benefits
Risk Assessment
Auto Insurance
Home Insurance
Details
- Year established: 2017
Highlights and features
- We have over 10 years of experience in personal and business insurance.
- Our team provides tailored insurance solutions for unique client needs.
- We prioritize community values and transparent communication.
- Our staff offers 24/7 personalized customer support.
- We partner with 100+ insurance carriers for competitive rate options.
What people say
Friendly, knowledgeable and professional
Easily saved us money
Cut through the companies
Extremely trustworthy
Best experience I've had
Services
Personal Insurance
We provide comprehensive personal insurance solutions protecting health, property, and vehicles. Our policies are customized to individual risk profiles, ensuring optimal coverage for unique lifestyles. With access to 100+ carriers, we secure competitive rates while maintaining personalized service and expert guidance through every policy decision.
Business Insurance
Our business insurance services offer robust liability and property protections for growing and established companies. We mitigate evolving risks through tailored policies and strategic partnerships, providing seamless claims support and market surveys to ensure cost-effective, future-ready coverage solutions for commercial clients.
Employee Benefits
We design customized employee benefits packages that enhance recruitment and retention. Our solutions include health plans, tax-advantaged tools, and market surveys to optimize employer-sponsored benefits while reducing organizational costs through expert account management.
Risk Assessment
Our risk assessment services identify potential hazards and analyze their impact on individuals and businesses. We develop proactive strategies to minimize vulnerabilities, ensuring comprehensive protection against unforeseen events through detailed policy customization and expert consultation.
Auto Insurance
We offer competitive auto insurance policies tailored to driver profiles and vehicle specifications. Our services include liability limit guidance, multi-policy bundling, and personalized rate optimization, ensuring comprehensive protection for personal and commercial vehicles with transparent policy breakdowns.
People
Dean Valeriano
Chief Executive Officer
Dean Valeriano leads Partners Direct Insurance Services with a background in business leadership and a commitment to growth. A California resident since 2001, he combines strategic vision with community values, balancing corporate responsibilities with family life and sports enthusiasm.
Kevin Nahun Hernandez
Chief Operations Officer
Kevin Hernandez oversees operations with 10+ years of insurance expertise. A lifelong Orange County resident, he specializes in strategic planning and client relationships, balancing professional excellence with family life and a passion for travel and tequila tasting.
Matt Valeriano
Senior Account Executive
Matt Valeriano delivers personalized insurance solutions with a background in sales and creative problem-solving. A California native, he combines client relationship skills with diverse interests in screenwriting and cultural exploration to enhance client interactions.
Candie Lopez
Account Executive
Candie Lopez builds client relationships with local expertise and a vibrant personality. An Orange County native, she combines insurance acumen with culinary exploration and entertainment interests, creating engaging solutions for personal and business clients.
Jake Valeriano
Independent Insurance Broker
Jake Valeriano provides personalized insurance advice with a background in Cleveland and California. He combines professional dedication with diverse interests in sports, cuisine, and social activities, ensuring client confidence in navigating insurance complexities.
Questions
What types of insurance do you offer?
We provide personal insurance, business insurance, employee benefits, and risk assessment services tailored to individual and organizational needs.
How do you help clients save money?
We compare policies across 100+ carriers, identify coverage gaps, and use tax-related tools to optimize costs for personal and business clients.
Can you assist with commercial property insurance?
Yes, we offer commercial property and casualty coverage with risk mitigation strategies and claims support through trusted industry partnerships.
Do you provide employee benefits consulting?
We design customized benefits packages, conduct market surveys, and implement tax-advantaged solutions to help businesses attract and retain talent.
How do I get an insurance quote?
Contact us via phone or email with your insurance details, or visit our Newport Beach office for personalized quote assistance.
What areas do you serve?
We primarily serve Newport Beach, Irvine, and surrounding Orange County areas with local expertise and personalized service.
