At our agency we consider our agents to be insurance advisors. They're tasked with the responsibility of discovering your individual needs for insurance and then help you secure the protection you need at the lowest possible out of pocket cost.
You may be thinking, "Don't all insurance agents work this way"? And my answer would be a resounding "NO"! In fact, in my market research, I've found that most insurance agents tend to find out what type of coverage you have now... and then they will "quote" you the same type of coverage as quickly
as possible to see if they can win your business on low price.
But what if the coverage you have now isn't adequate for your needs? If so, you've got a problem should you have a serious accident or loss at you home or business.
This is why in the Southern California wildfires in recent years, the state Insurance Commissioner estimated that up to 40% of homeowners were underinsured. They didn't have enough coverage in their homeowners policy to rebuild their home.
Yes, we want to save you money. But if we don't consider all your individual needs and your coverage falls short in an accident or catastrophe at your home, that $100 of savings could end up costing you a fortune.
So, to do the job the right way, our advisors will need to ask a lot of questions to determine the right kind of coverage you'll need. The end result is the protection you need to protect the people and things you value most in life... at the least possible out of pocket cost. This is the job of an insurance advisor.
Scott Bosler
Scott Bosler, PLCS, is a partner at our agency. With a background in Christian ministry, Scott has been serving people both inside and outside of the insurance business for the past 26+ years. As a Personal LInes Coverage Specialist, his primary objective is to discover the needs of each client and design a tailored program of personal lines protection (auto, home, umbrella insurance).
Scott is the "Endorsed Local Provider" for the Dave Ramsey "Financial Peace University" program in the Central Valley of California. He work's closely with individuals and families in planning their personal protection needs.
Scott lives in Visalia, CA. and has been married to wife, Bonnie, for 25 years and they have two daughters. He enjoys a wide variety of exhilarating hobbies, including sailing, snow and wake-boarding and many other adventures. Scott can be reached by email at this site or call (559) 802-4094. CA Lic. #0G24420
Mark Jennings
Mark Jennings, Chartered Financial Consultant, is a partner at our agency. A graduate of Fresno State University, he has over 25 years of experience in helping individuals and families with their insurance, investments, and protection needs. Mark is a nine time qualifier with the prestigious Million Dollar Round Table, which recognizes the leading insurance and investment professionals in the industry.
Following CIG CVIA's "Personal Risk Discovery Process", Mark helps his clients identify the risks they face. He then proproses appropriate insurance policies to fully protect personal assets at the lowest possible cost to the client.
Mark was born and raised in the San Joaquin Valley and understand the importance of building trust and relationships with the community he serves. He lives in Visalia, CA., and has been married to wife, Coral, for 25 years. He enjoys time with his family, tennis, backpacking, and going to movies. Mark can be reached by email at this site or by phone at (559) 802-4094. CA Lic. #0736522
Dee Dean
With more than 20 years of experience in the insurance business, Dee works closely with her clients to help them achieve the protection they need at a price they can afford. Her attention to detail and customer service "wows" her clients consistently.
With the recent flood map changes in the area and the confusion and complexity surrounding it, Dee has become an expert in helping home buyers and professionals in the real estate industry with their flood insurance questions, concerns, and needs.
Dee lives in Tulare, CA. with her husband and three children. To get in touch with Dee, email her at this site or call her at (559) 802-4004. CA Lic. #0B05804
Jon Oliver
Jon Oliver, PLCS, is a Summa Cum Laude graduate from Fresno Pacific University with a degree in Business. As a certified Personal Lines Coverage Specialist, Jon is passionate about helping indiviuals and families with their Personal Insurance Protection as part of their overall Financial Plan. A graduate of Dave Ramsey's Financial Peace University, Jon is a strong believer in Dave Ramsey financial principles.
Jon lives in Tulare, CA and is engaged to be married in April of 2012. To get in contact with Jon, email him at this site, or call (559) 802-4094. CA Lic. #0H45323