Our Story
It started at a kitchen table in the Sunset.
In 2009, our founding brokers left a national firm because California's small and mid-size businesses were being sold policies, not advised on risk. The accounts were too small for the big shops to care about and too complex for a captive agent's single carrier to fit.
Seventeen years later we manage coverage for 2,400+ businesses from our office on Montgomery Street. The firm is owned by the people who work here, and a broker reads every policy before it goes out.
The model hasn't changed: hold appointments with enough carriers that we never have to force a fit, and keep the book small enough that every client has a broker who knows their business by name.
