George Petersen Insurance Agency Overview


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Overview of George Petersen Insurance Agency, one of the largest independent brokerages in Northern California.

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George Petersen Insurance Agency Overview

  1. 1. George Petersen Insurance Agency Independently Owned Since 1935Business Insurance Employee Benefits Personal Insurance Gates and Associates Insurance Agency a division of George Petersen Insurance Agency
  2. 2. Building on 75 Years of ExperienceAbout Our AgencyGeorge Petersen Insurance Agency has beenproviding comprehensive insurance coveragesince 1935. With a 75-year history of deliveringexceptional service at competitive pricing, ourfocus has always been on serving our clients andprotecting their assets.As one of the largest independently ownedagencies in Northern California, we have the sizeand experience to provide in-house expertise forevery kind of insurance coverage. The agency’s founder, George Petersen, circa 1935. Our HistoryOur focus has always In 1935, George Petersen was the founding partner of an insurance agency that still bears his name —been on serving our and still upholds his ideals of superior customer service and lasting relationships.clients and protecting Since its founding in Eureka, California, over 75their assets. years ago, the agency has grown to include more than ten offices and almost 200 employees across Northern California and Oregon, making us one of the largest independently owned agencies in the region. George Petersen Insurance Agency
  3. 3. Our Vision Our vision is to develop and maintain comprehensive, strategic and innovative insurance portfolios. We focus on managing sophisticated and complex risks that need a consultative approach, including insurance program development, risk transfer and loss control. Whether your company is local or global in reach, we have the resources, experience and relationships in the marketplace to provideOur Approach you with the strength and stability necessary to compete in today’s business environment.Our growth and success are rooted in the strongrelationships we have developed with our clientsand our carriers. By earning the confidence andrespect of our customers, we are able to build 95% Client Retention Ratelasting relationships as part of their decision-making team.Ultimately, this approach results in a clientretention rate that’s consistently over 95% —one of the highest in the industry.
  4. 4. Our ServicesBusiness Insurance Employee Benefits Personal InsuranceAll types of coverage for your Comprehensive benefits services, Our dedicated personal insurancebusiness — whether you’re a sole including health, disability, staff will review your insuranceproprietorship or a large corporate executive benefits and retirement needs to develop a program thatentity. programs — all designed to help works to protect you and your you retain your employees. family. California’s North Coast Locations With more than ten offices across Northern California and Oregon, our agency has the resources of a large firm and the customer service of a boutique agency. We have offices located in the following counties: Sonoma | Sacramento | Napa | Mendocino | Shasta | Humboldt | Placer | Deschutes, OR George Petersen Insurance Agency
  5. 5. Business InsuranceCommercial insurance comes naturally to us at GeorgePetersen Insurance Agency. With 75 years of experienceprotecting our business customers, we have learned thatevery client benefits from a consultative, customizedapproach that takes into account the unique characteristicsof the business, its exposures and its evolving needs.Our goal is to comprehend all aspects of your business sothat we can paint the best possible picture of your risk to ourcarriers, thereby ensuring that you receive the best coverageand pricing. Our Products Property Commercial Auto Employment Practices General Liability Professional Liability Excess and Umbrellas Workers’ Compensation Directors and Officers Crime Inland Marine Aircraft BondsOur ServicesCoverage Summary Contract Review Ex-Mod ProjectionPolicy Schedule Certificate Processing Unit Statistical Claims ReviewPremium Breakdown Loss Control & SafetyStatement of Values Claims Management
  6. 6. Risk Management ServicesWe work closely with each client to develop a service program that is tailored tomeet their individual needs. When you work with our in-house risk managementprofessionals, your company will benefit from our wide selection of customizedservices, including:Safety & Loss Control Human Resources ConsultingWe offer clients access to our Risk Management • Federal and Cal/OSHA Compliance AssistanceCenter — a secure, web-based risk management and • Hiring and Termination Policies Reviewsafety platform that includes: • Assistance with Injury and Illness Prevention Plans (IIPP) and Safety Incentive Programs• Incident Tracking and Claims Reporting • Employee Handbook Development• Bilingual Resource Library • Employee Training and Safety Meetings• MSDS Management • On-Site Facility Inspections and Work Injury Risk• Certificate of Insurance Management Assessments• Job Description Builder • Sexual Harassment Training for Supervisors and Managers — required for employers with over 50• Job Hazard Analysis (JHA) Library employees• Employee Training Programs• Human Resources and Benefits PlatformWorkers’ CompensationClaims Administration• Claims Management and Review• Experience Modification Projection and Analysis• Reporting and Compliance Assistance George Petersen Insurance Agency
  7. 7. Employee BenefitsEmployee Benefits | Executive Benefits | Retirement BenefitsWith over 100 years of collective experience, our employee benefits team has the expertiseto tailor your benefits program to meet your unique needs. We focus on market evaluation Medicaland financial analysis, including alternative funding methods, to provide programs at the mostcompetitive pricing available. Dental Vision Long-TermConsulting Services DisabilityOur experienced staff uses effective cost- Short-Termcontainment strategies to provide clients with Disabilitythe right employee benefits program for their Long-Term Carebusiness. With an extensive understanding Voluntaryof health and welfare plan design and access Benefitsto all carriers, we consult with clients to find Lifean attractive and affordable program that fits Supplementaltheir needs. Implementation and LifeWe specialize in fully-insured as well as self- Communication Non-Qualifiedfunded employee benefits plans, and our Deferred After designing your employee benefits Compensationplan analysis includes a close examination of program, our dedicated team facilitates Retirementemployer / employee premium contribution the implementation of plans and the 401(k)formulas and employer benchmarks. Our communication of benefits to employees. Employeededicated staff also assists with plan In addition to developing custom employee Assistanceadministration, claims, billing and enrollment, Programs communication materials, we organizeand our appointed ERISA attorney provides employee meetings and conduct on-site Health Savingsadditional legal and technical support Accounts enrollment assistance. We also reviewon welfare plan benefits, cafeteria plans, all contracts and applications before final Key Personcommunications and compliance. submission to the insurance carrier. And More
  8. 8. Personal InsurancePersonal insurance has long been a specialty of ours atGeorge Petersen Insurance Agency. We pride ourselveson our exceptional customer service and customizedevaluation of your personal insurance needs.In addition, as one of the largest independent agencies inNorthern California, we work with a wide range of carriersto find you the best coverage and most affordable rates.Homeowner’s /Condo / Renter’sInsuranceAutoUmbrella Policies Allow us to handle all of yourFloodEarthquake personal insurance needs.Boat and Watercraft Our in-house specialists will handle all aspects of your personalMotorcycle insurance, from simple coverage change requests to an in-depthRecreational Vehicles exploration of your evolving insurance needs.Mobile Homes Our agents are knowledgeable and committed to ensuring that yourHigh-Value Homes questions and concerns are handled to your complete satisfaction.LifeDisabilityLong-Term Care George Petersen Insurance Agency
  9. 9. Why George Petersen Insurance Agency?Service Resources MarketsWe set the bar for client service, With specialized departments As an industry leader for over 75as demonstrated by one of the dedicated to human resources, years, we have developed directhighest client retention rates in safety & loss control, and relationships with national andthe industry. Our strong customer workers’ compensation claims international insurance carriers.loyalty lies in our commitment to administration, we offer a unique Our continued growth is rooted inproviding unparalleled service and array of services that reduce your these strong carrier relationships,access, allowing us to build strong, exposure to claims and provide which allow us to offer the bestlong-term relationships with each you and your employees with a insurance programs at the mostof our clients. safe work environment. competitive pricing available.ValueIn the end, it comes down to value. By working with our clients to identify andaddress the issues that underwriters are likely to raise, we are able to highlighteach client’s risk strengths. This allows us to offer the broadest coverage andthe most efficient and cost-effective insurance plans.With unmatched market access and a wealth of value-added services, we havethe ability to provide competitive insurance programs that are second to none.