George Petersen Insurance Agency is an independently owned insurance agency established in 1935 in Eureka, California. It has since grown to over 10 offices across Northern California and Oregon, making it one of the largest independently owned agencies in the region. The agency specializes in business insurance, employee benefits, and personal insurance. It prides itself on long-term client relationships, as demonstrated by a 95% client retention rate, and offering comprehensive insurance solutions and services tailored to each client's needs.
CIA-Leavitt Insurance Agency provides insurance and risk management solutions to commercial groups, associations, and governmental entities. They are a full-service agency and member of the Leavitt Group, one of the largest insurance agencies in the US. CIA-Leavitt works as a business partner with clients to build lasting relationships and develop long-term solutions through consistent, quality service.
Group Five Insurance Consultants is an insurance brokerage and advisory firm registered in Kenya. It aims to be the top choice for insurance, investment, and actuarial consulting services in the region. The company offers a wide range of insurance products and services including fire, medical, life, and pension plans. It works with major insurance underwriters in Kenya and provides personalized attention to its clients. The company is committed to customer focus, communication, teamwork, innovation and quality in its operations.
Assure Recruitment is a specialist recruitment firm for the insurance and investment industries in Ireland. They source talent through their knowledge of these industries and networks as well as comprehensive research. They provide recruitment services including contingent recruitment, executive search, and psychometric testing. Their consultants have experience in these industries to understand client needs.
WEHBE Insurance Services is a leading independent insurance broker in the UAE and GCC region, providing insurance services for over 50 years. It offers a wide range of corporate and personal insurance products through dedicated departments. WEHBE prides itself on maintaining strong relationships with clients and partners to offer customized insurance solutions and services.
Premiere People is a UK staffing agency established in 1983 that is part of the Cordant Group. It supplies temporary and permanent workers across various industries and skill sets. The document outlines Premiere People's services, accreditations, compliance practices, recruitment processes, account management, and technology systems to deliver a customized staffing solution and high level of service. Their goal is to treat workers fairly and ensure clients have a one-stop shop for all recruitment needs at competitive rates.
Mergers And Acquisitions Solutions_FinalSandra Lee
Aon provides risk management and insurance solutions to assist companies with M&A transactions, including insurance due diligence, structuring insurance programs, and human capital services. Their services help clients transfer transaction risks to insurance, protect investments post-transaction through products like warranty and indemnity insurance, and address human capital needs during integration. Aon also offers tax liability insurance and contingent liability insurance to mitigate risks for clients.
HUB International Midwest provides customized insurance and risk management solutions for the agribusiness community. Their agribusiness team understands the challenges farmers face and their primary needs. They offer a wide range of insurance options such as property and liability coverage, crop and weather insurance, and employee benefits. The team tailors each solution to meet the individual client's goals and protects partnerships with a hands-on approach, making the farmer's protection their top priority.
CIA-Leavitt Insurance Agency provides insurance and risk management solutions to commercial groups, associations, and governmental entities. They are a full-service agency and member of the Leavitt Group, one of the largest insurance agencies in the US. CIA-Leavitt works as a business partner with clients to build lasting relationships and develop long-term solutions through consistent, quality service.
Group Five Insurance Consultants is an insurance brokerage and advisory firm registered in Kenya. It aims to be the top choice for insurance, investment, and actuarial consulting services in the region. The company offers a wide range of insurance products and services including fire, medical, life, and pension plans. It works with major insurance underwriters in Kenya and provides personalized attention to its clients. The company is committed to customer focus, communication, teamwork, innovation and quality in its operations.
Assure Recruitment is a specialist recruitment firm for the insurance and investment industries in Ireland. They source talent through their knowledge of these industries and networks as well as comprehensive research. They provide recruitment services including contingent recruitment, executive search, and psychometric testing. Their consultants have experience in these industries to understand client needs.
WEHBE Insurance Services is a leading independent insurance broker in the UAE and GCC region, providing insurance services for over 50 years. It offers a wide range of corporate and personal insurance products through dedicated departments. WEHBE prides itself on maintaining strong relationships with clients and partners to offer customized insurance solutions and services.
Premiere People is a UK staffing agency established in 1983 that is part of the Cordant Group. It supplies temporary and permanent workers across various industries and skill sets. The document outlines Premiere People's services, accreditations, compliance practices, recruitment processes, account management, and technology systems to deliver a customized staffing solution and high level of service. Their goal is to treat workers fairly and ensure clients have a one-stop shop for all recruitment needs at competitive rates.
Mergers And Acquisitions Solutions_FinalSandra Lee
Aon provides risk management and insurance solutions to assist companies with M&A transactions, including insurance due diligence, structuring insurance programs, and human capital services. Their services help clients transfer transaction risks to insurance, protect investments post-transaction through products like warranty and indemnity insurance, and address human capital needs during integration. Aon also offers tax liability insurance and contingent liability insurance to mitigate risks for clients.
HUB International Midwest provides customized insurance and risk management solutions for the agribusiness community. Their agribusiness team understands the challenges farmers face and their primary needs. They offer a wide range of insurance options such as property and liability coverage, crop and weather insurance, and employee benefits. The team tailors each solution to meet the individual client's goals and protects partnerships with a hands-on approach, making the farmer's protection their top priority.
This is a sample presentation highlighting some of Chapman\'s capabilities in one focus area, Charter Schools. We provide all lines of insurance to nonprofits and their for-profit "look alikes", as well as to the sports and entertainment industry
Our competent professionals work with PEO clients to ensure compliance with employment laws and regulations. Additional HR services are available upon request. Employers are responsible for maintaining workplace safety and properly handling employee claims. Human Capital Strategies can offer resources to help employers meet their obligations to safeguard employees from workplace hazards and comply with regulations.
This document provides an overview of Medical Protective (MedPro) and highlights their commitment to policyholders. In 3 sentences: MedPro has over a century of experience providing medical malpractice insurance. They have strong financial ratings and over $1.7 billion in assets to defend policyholders against claims. MedPro works with a nationwide network of top law firms to aggressively defend healthcare professionals' reputations in court.
James A. Connors Associates is an independent insurance brokerage firm that specializes in providing customized insurance and risk management programs for professional athletes. The firm was established in 1925 and takes a consultative approach to understand clients' unique needs and exposures in order to design cost-effective insurance solutions. The firm prides itself on offering superior client service and representing the interests of clients over insurance companies.
Infina is an independent insurance broking firm that provides specialized risk advisory and insurance broking solutions. They take a holistic risk management approach and have expertise across various insurance products including property, marine, motor, health and liability insurance. Their services include insurance audits, broking, claims consulting, actuarial services and risk advisory to help clients effectively manage their risks.
ND & Associates is a recruitment firm based in Dubai that specializes in providing experienced professionals to clients across various industries and business functions. It divides its consultants into two divisions: Industry Specialization, which focuses on sectors like IT, engineering, and logistics; and Business Support, which covers areas like IT, finance, and HR. The company offers recruitment services including executive search, on-site recruitment, headhunting, and mass recruitment. It also assists with localization and increasing Emirati representation. ND & Associates prides itself on its industry expertise, large candidate database, and personalized approach to meeting clients' unique staffing needs.
This document provides information about Assurity Life Insurance Company and its product portfolio offered through Assurity at Work. It discusses Assurity's financial strength and stability, with over $2.45 billion in assets and an A- rating from A.M. Best. The document then summarizes several insurance products offered, including accident, hospital indemnity, cancer, critical illness, term life and disability income policies. It highlights benefits, coverage amounts, underwriting approaches and issue ages for each product.
India Insure is an independent insurance broker in India with over 15 years of experience. It has a team of 150 professionals across 8 branches. The company aims to provide customized insurance solutions to its 3000+ customers. It has a proven track record in handling large insurance policies and claims across various industries. India Insure also has an international presence through its partnership with THB Group, one of the largest Lloyd's brokers, providing global insurance solutions to customers.
Beecher Carlson is a large account risk management broker that provides expertise in various industries and specialized insurance products. They believe in passion, innovation and accountability in risk management beyond just buying insurance. Their services include property, casualty, executive liability, risk services, environmental liability, and claims management. They have developed analytical tools like LiNK, MARA, NOVUS, PULSE, RiskConcierge, and ZOOM to provide innovative solutions for clients.
Hill & Associates is a leading risk mitigation consultancy firm founded in 1992 that is headquartered in Hong Kong and Singapore with 18 offices across Asia and representative offices in the US and UK. The company focuses on providing risk mitigation services to clients operating in emerging and unfamiliar markets in Asia. Key services include risk intelligence, asset protection and enterprise risk management, corporate intelligence, and fraud prevention and integrity risk management. The company aims to help clients safely and efficiently operate in difficult markets through a combination of expertise and local knowledge.
Highland Capital Brokerage specializes in life insurance and works with financial advisors to provide customized life insurance solutions. They have decades of experience and strong relationships with insurance companies. Their experts can help advisors with complex planning needs around wealth transfer, business succession, charitable planning, and more. Highland takes data security seriously and partners with industry leaders to securely manage client information and applications.
Bryson Financial Group provides employee benefits, retirement plans, property and casualty, and wealth management services. They offer capabilities including employee benefits, retirement plans, communication, claims resolution, and legislative updates. Their mission is to create long-term client relationships by being aware of industry changes and providing expertise to serve clients' best interests. They assist with benefits, retirement plans, compliance, investments, communication, and education.
Employee Benefits and Retirement Plans provides comprehensive benefits consulting services including:
- Long term strategic planning and assistance navigating legislative changes
- Negotiating benefits on behalf of clients to obtain the best pricing
- Assisting with claims issues, appeals, and case management
- Providing ongoing education and support for employees
- Managing annual renewal processes and open enrollment periods
Bollington Insurance is a large, independent UK insurance broker that has been in business for over 40 years. They pride themselves on understanding their clients' businesses inside and out in order to provide tailored insurance solutions. Bollington works with a wide range of insurers to ensure clients are properly protected at a competitive price. They aim to build long-term partnerships with clients and help them manage risks through dedicated account managers and risk management specialists.
Optimum Afrika is a financial services provider in South Africa and on the African continent that is part of the Optimum Financial Services Group. It provides professional advice on financial planning areas like estate planning, risk analysis, investment management, retirement, and employee benefits. It offers services in short term insurance, medical aids, and legal services. Optimum Afrika aims to develop tailored financial solutions for clients using a team of skilled advisors and high-tech systems. As an independent entity, it has no conflicts of interest when advising clients.
Bryson Financial Group provides employee benefits, retirement plans, property and casualty, and wealth management. They offer capabilities in areas like benefits communication, claims resolution, and legislative updates. Their mission is to create long-term client relationships and provide customized benefits strategies and intellectual capital based on over 60 years of combined industry experience. They assist clients with benefits negotiation, legislative guidance, claims issues, and annual renewal planning.
The CEO of Exclusive Protection & Associates introduces the company, which provides executive protection services including operational security plans and protection packages. They have expertise from former US Secret Service agents. Protection details include security agents, surveillance systems, and armored vehicles. Membership options provide various benefits like hourly rates and access to transportation and surveillance systems. The company aims to detect and neutralize threats to provide a safe environment for clients.
Ishan Insurance Broking Pvt. Ltd. is a privately owned insurance broking and risk management firm with international experience. Their mission is to exceed customer expectations through excellence in risk control and management. They offer a wide range of insurance consulting, broking, claims management, and renewal review services tailored to clients' needs. Ishan works with major insurance companies and aims to build strong, trusting relationships with clients through a professional and innovative approach.
This document describes why USI is a leading broker, and described our business platform. This document also described the ONE advantage which is the process our company is committed to for each of our clients.
Sanlam Financial Advisor Value PropositionShaun Ramaya
Sanlam is a leading South African financial services group that has been helping people achieve their dreams and goals through expert financial advice for over 95 years. They offer a range of career options for financial advisors, including tied agent and independent advisor models. Their advisors receive comprehensive support through training, specialist consultants, and manager guidance. Sanlam aims to create a family-oriented work environment and rewards advisors through a high-performance culture. Their recruitment process helps onboard the best financial professionals.
This is a sample presentation highlighting some of Chapman\'s capabilities in one focus area, Charter Schools. We provide all lines of insurance to nonprofits and their for-profit "look alikes", as well as to the sports and entertainment industry
Our competent professionals work with PEO clients to ensure compliance with employment laws and regulations. Additional HR services are available upon request. Employers are responsible for maintaining workplace safety and properly handling employee claims. Human Capital Strategies can offer resources to help employers meet their obligations to safeguard employees from workplace hazards and comply with regulations.
This document provides an overview of Medical Protective (MedPro) and highlights their commitment to policyholders. In 3 sentences: MedPro has over a century of experience providing medical malpractice insurance. They have strong financial ratings and over $1.7 billion in assets to defend policyholders against claims. MedPro works with a nationwide network of top law firms to aggressively defend healthcare professionals' reputations in court.
James A. Connors Associates is an independent insurance brokerage firm that specializes in providing customized insurance and risk management programs for professional athletes. The firm was established in 1925 and takes a consultative approach to understand clients' unique needs and exposures in order to design cost-effective insurance solutions. The firm prides itself on offering superior client service and representing the interests of clients over insurance companies.
Infina is an independent insurance broking firm that provides specialized risk advisory and insurance broking solutions. They take a holistic risk management approach and have expertise across various insurance products including property, marine, motor, health and liability insurance. Their services include insurance audits, broking, claims consulting, actuarial services and risk advisory to help clients effectively manage their risks.
ND & Associates is a recruitment firm based in Dubai that specializes in providing experienced professionals to clients across various industries and business functions. It divides its consultants into two divisions: Industry Specialization, which focuses on sectors like IT, engineering, and logistics; and Business Support, which covers areas like IT, finance, and HR. The company offers recruitment services including executive search, on-site recruitment, headhunting, and mass recruitment. It also assists with localization and increasing Emirati representation. ND & Associates prides itself on its industry expertise, large candidate database, and personalized approach to meeting clients' unique staffing needs.
This document provides information about Assurity Life Insurance Company and its product portfolio offered through Assurity at Work. It discusses Assurity's financial strength and stability, with over $2.45 billion in assets and an A- rating from A.M. Best. The document then summarizes several insurance products offered, including accident, hospital indemnity, cancer, critical illness, term life and disability income policies. It highlights benefits, coverage amounts, underwriting approaches and issue ages for each product.
India Insure is an independent insurance broker in India with over 15 years of experience. It has a team of 150 professionals across 8 branches. The company aims to provide customized insurance solutions to its 3000+ customers. It has a proven track record in handling large insurance policies and claims across various industries. India Insure also has an international presence through its partnership with THB Group, one of the largest Lloyd's brokers, providing global insurance solutions to customers.
Beecher Carlson is a large account risk management broker that provides expertise in various industries and specialized insurance products. They believe in passion, innovation and accountability in risk management beyond just buying insurance. Their services include property, casualty, executive liability, risk services, environmental liability, and claims management. They have developed analytical tools like LiNK, MARA, NOVUS, PULSE, RiskConcierge, and ZOOM to provide innovative solutions for clients.
Hill & Associates is a leading risk mitigation consultancy firm founded in 1992 that is headquartered in Hong Kong and Singapore with 18 offices across Asia and representative offices in the US and UK. The company focuses on providing risk mitigation services to clients operating in emerging and unfamiliar markets in Asia. Key services include risk intelligence, asset protection and enterprise risk management, corporate intelligence, and fraud prevention and integrity risk management. The company aims to help clients safely and efficiently operate in difficult markets through a combination of expertise and local knowledge.
Highland Capital Brokerage specializes in life insurance and works with financial advisors to provide customized life insurance solutions. They have decades of experience and strong relationships with insurance companies. Their experts can help advisors with complex planning needs around wealth transfer, business succession, charitable planning, and more. Highland takes data security seriously and partners with industry leaders to securely manage client information and applications.
Bryson Financial Group provides employee benefits, retirement plans, property and casualty, and wealth management services. They offer capabilities including employee benefits, retirement plans, communication, claims resolution, and legislative updates. Their mission is to create long-term client relationships by being aware of industry changes and providing expertise to serve clients' best interests. They assist with benefits, retirement plans, compliance, investments, communication, and education.
Employee Benefits and Retirement Plans provides comprehensive benefits consulting services including:
- Long term strategic planning and assistance navigating legislative changes
- Negotiating benefits on behalf of clients to obtain the best pricing
- Assisting with claims issues, appeals, and case management
- Providing ongoing education and support for employees
- Managing annual renewal processes and open enrollment periods
Bollington Insurance is a large, independent UK insurance broker that has been in business for over 40 years. They pride themselves on understanding their clients' businesses inside and out in order to provide tailored insurance solutions. Bollington works with a wide range of insurers to ensure clients are properly protected at a competitive price. They aim to build long-term partnerships with clients and help them manage risks through dedicated account managers and risk management specialists.
Optimum Afrika is a financial services provider in South Africa and on the African continent that is part of the Optimum Financial Services Group. It provides professional advice on financial planning areas like estate planning, risk analysis, investment management, retirement, and employee benefits. It offers services in short term insurance, medical aids, and legal services. Optimum Afrika aims to develop tailored financial solutions for clients using a team of skilled advisors and high-tech systems. As an independent entity, it has no conflicts of interest when advising clients.
Bryson Financial Group provides employee benefits, retirement plans, property and casualty, and wealth management. They offer capabilities in areas like benefits communication, claims resolution, and legislative updates. Their mission is to create long-term client relationships and provide customized benefits strategies and intellectual capital based on over 60 years of combined industry experience. They assist clients with benefits negotiation, legislative guidance, claims issues, and annual renewal planning.
The CEO of Exclusive Protection & Associates introduces the company, which provides executive protection services including operational security plans and protection packages. They have expertise from former US Secret Service agents. Protection details include security agents, surveillance systems, and armored vehicles. Membership options provide various benefits like hourly rates and access to transportation and surveillance systems. The company aims to detect and neutralize threats to provide a safe environment for clients.
Ishan Insurance Broking Pvt. Ltd. is a privately owned insurance broking and risk management firm with international experience. Their mission is to exceed customer expectations through excellence in risk control and management. They offer a wide range of insurance consulting, broking, claims management, and renewal review services tailored to clients' needs. Ishan works with major insurance companies and aims to build strong, trusting relationships with clients through a professional and innovative approach.
This document describes why USI is a leading broker, and described our business platform. This document also described the ONE advantage which is the process our company is committed to for each of our clients.
Sanlam Financial Advisor Value PropositionShaun Ramaya
Sanlam is a leading South African financial services group that has been helping people achieve their dreams and goals through expert financial advice for over 95 years. They offer a range of career options for financial advisors, including tied agent and independent advisor models. Their advisors receive comprehensive support through training, specialist consultants, and manager guidance. Sanlam aims to create a family-oriented work environment and rewards advisors through a high-performance culture. Their recruitment process helps onboard the best financial professionals.
Does your CEO understand the value of protecting and promoting worker health? Is OHS valued, prioritized and focused on as a core value within your organization?
Does your CEO “get it”?
That’s a question the National Safety Council poses each year for companies across the United States. The NSC has recently released the 2014 list of ten CEO’s that “get it”.
On Point Protection Agency is a locally owned security company serving Wake County, North Carolina. It is led by CEO Paul Latorre, who has over 11 years of experience in security and law enforcement, and Director of Operations Dennis Rafferty, who has over 25 years of experience. On Point aims to provide highly trained, experienced security officers to develop long-term relationships and ensure safety through modern technology and customized security plans.
Alliance Insurance Company is a leading insurance provider in the UAE offering a wide range of insurance products and services. It has a paid up capital of 100 million AED and is rated A- by A.M. Best. The company's vision is to be the number one composite insurer in the Gulf region. It has departments covering general insurance, life insurance, health insurance, and more. Alliance Insurance aims to provide quality protection, service, and security to customers.
When you insure your food processing facility with Sentry, you’ll be working with a team of experts specially trained in food processing exposures.
Sentry’s sales, underwriting, safety and claims specialists all know your business, offering leadership and expertise in providing property, general liability,
auto, workers’ compensation, group coverage and retirement plans for the food processing industry.
Sentry’s coverages and services focus on helping protect food processing facilities against losses that could disrupt your operations or jeopardize your financial well-being.
This document summarizes the services provided by Corporate Insurance Management. They aim to provide effective and efficient insurance solutions to help clients succeed by identifying risks, pricing strategies, and claims processes. Their goal is to protect corporations and individuals from unexpected losses through negotiated insurance plans with local insurers. They offer a variety of general insurance products and services and focus on continuous risk improvement through identification, analysis, and monitoring.
The Holborn Group is a rapidly expanding financial services group based in Dubai, UAE, with a vision to be the top choice for financial services in the region. They provide investment advice, wealth management, insurance, and other services to individuals and corporations through three divisions: Holborn Assets focuses on expat individuals, Holborn Employee Benefits works with corporations on benefits packages, and Holborn Management Services offers structures for asset protection and taxation advice. The Holborn Group aims to build long-term client relationships through independent, high-quality advice and service.
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1. George Petersen Insurance Agency
Independently Owned Since 1935
Business Insurance Employee Benefits Personal Insurance
Gates and Associates Insurance Agency
a division of George Petersen Insurance Agency
2. Building on 75 Years of Experience
About Our Agency
George Petersen Insurance Agency has been
providing comprehensive insurance coverage
since 1935. With a 75-year history of delivering
exceptional service at competitive pricing, our
focus has always been on serving our clients and
protecting their assets.
As one of the largest independently owned
agencies in Northern California, we have the size
and experience to provide in-house expertise for
every kind of insurance coverage.
The agency’s founder, George Petersen, circa 1935.
Our History
Our 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 75
their 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. 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 provide
Our Approach you with the strength and stability necessary
to compete in today’s business environment.
Our growth and success are rooted in the strong
relationships we have developed with our clients
and our carriers. By earning the confidence and
respect of our customers, we are able to build
95% Client Retention Rate
lasting relationships as part of their decision-
making team.
Ultimately, this approach results in a client
retention rate that’s consistently over 95% —
one of the highest in the industry.
4. Our Services
Business Insurance Employee Benefits Personal Insurance
All types of coverage for your Comprehensive benefits services, Our dedicated personal insurance
business — whether you’re a sole including health, disability, staff will review your insurance
proprietorship or a large corporate executive benefits and retirement needs to develop a program that
entity. 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. Business Insurance
Commercial insurance comes naturally to us at George
Petersen Insurance Agency. With 75 years of experience
protecting our business customers, we have learned that
every client benefits from a consultative, customized
approach that takes into account the unique characteristics
of the business, its exposures and its evolving needs.
Our goal is to comprehend all aspects of your business so
that we can paint the best possible picture of your risk to our
carriers, thereby ensuring that you receive the best coverage
and pricing.
Our Products
Property Commercial Auto Employment Practices
General Liability Professional Liability Excess and Umbrellas
Workers’ Compensation Directors and Officers Crime
Inland Marine Aircraft
Bonds
Our Services
Coverage Summary Contract Review Ex-Mod Projection
Policy Schedule Certificate Processing Unit Statistical Claims Review
Premium Breakdown Loss Control & Safety
Statement of Values Claims Management
6. Risk Management Services
We work closely with each client to develop a service program that is tailored to
meet their individual needs. When you work with our in-house risk management
professionals, your company will benefit from our wide selection of customized
services, including:
Safety & Loss Control Human Resources Consulting
We offer clients access to our Risk Management • Federal and Cal/OSHA Compliance Assistance
Center — a secure, web-based risk management and • Hiring and Termination Policies Review
safety 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 Platform
Workers’ Compensation
Claims Administration
• Claims Management and Review
• Experience Modification Projection and
Analysis
• Reporting and Compliance Assistance
George Petersen Insurance Agency
7. Employee Benefits
Employee Benefits | Executive Benefits | Retirement Benefits
With over 100 years of collective experience, our employee benefits team has the expertise
to tailor your benefits program to meet your unique needs. We focus on market evaluation
Medical
and financial analysis, including alternative funding methods, to provide programs at the most
competitive pricing available. Dental
Vision
Long-Term
Consulting Services Disability
Our experienced staff uses effective cost-
Short-Term
containment strategies to provide clients with Disability
the right employee benefits program for their
Long-Term Care
business. With an extensive understanding
Voluntary
of health and welfare plan design and access Benefits
to all carriers, we consult with clients to find
Life
an attractive and affordable program that fits
Supplemental
their needs.
Implementation and Life
We specialize in fully-insured as well as self- Communication Non-Qualified
funded employee benefits plans, and our Deferred
After designing your employee benefits Compensation
plan analysis includes a close examination of program, our dedicated team facilitates
Retirement
employer / employee premium contribution the implementation of plans and the 401(k)
formulas and employer benchmarks. Our communication of benefits to employees.
Employee
dedicated staff also assists with plan In addition to developing custom employee Assistance
administration, claims, billing and enrollment, Programs
communication materials, we organize
and our appointed ERISA attorney provides employee meetings and conduct on-site Health Savings
additional legal and technical support Accounts
enrollment assistance. We also review
on welfare plan benefits, cafeteria plans, all contracts and applications before final Key Person
communications and compliance. submission to the insurance carrier. And More
8. Personal Insurance
Personal insurance has long been a specialty of ours at
George Petersen Insurance Agency. We pride ourselves
on our exceptional customer service and customized
evaluation of your personal insurance needs.
In addition, as one of the largest independent agencies in
Northern California, we work with a wide range of carriers
to find you the best coverage and most affordable rates.
Homeowner’s /
Condo / Renter’s
Insurance
Auto
Umbrella Policies Allow us to handle all of your
Flood
Earthquake
personal insurance needs.
Boat and Watercraft
Our in-house specialists will handle all aspects of your personal
Motorcycle
insurance, from simple coverage change requests to an in-depth
Recreational Vehicles
exploration of your evolving insurance needs.
Mobile Homes
Our agents are knowledgeable and committed to ensuring that your
High-Value Homes
questions and concerns are handled to your complete satisfaction.
Life
Disability
Long-Term Care
George Petersen Insurance Agency
9. Why George Petersen Insurance Agency?
Service Resources Markets
We set the bar for client service, With specialized departments As an industry leader for over 75
as demonstrated by one of the dedicated to human resources, years, we have developed direct
highest client retention rates in safety & loss control, and relationships with national and
the 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 in
providing 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 best
long-term relationships with each you and your employees with a insurance programs at the most
of our clients. safe work environment. competitive pricing available.
Value
In the end, it comes down to value. By working with our clients to identify and
address the issues that underwriters are likely to raise, we are able to highlight
each client’s risk strengths. This allows us to offer the broadest coverage and
the most efficient and cost-effective insurance plans.
With unmatched market access and a wealth of value-added services, we have
the ability to provide competitive insurance programs that are second to none.