- Top-Rated Companies
- The Certification
- Consumer Resources
- Expert Advice
- About Us
- Site Map
Vantreo Insurance Brokerage is a full-service insurance brokerage that provides a broad range of policies for all types of businesses (with special expertise in rapid growth, multi-location and risk-challenged companies) throughout the Greater Bay Area. The company’s insurance professionals offer solutions for business, employee benefit and personal lines.
Owners and industry veterans Lynne Wallace and Tim Chanter established Vantreo Insurance Brokerage to meet the specific needs of under-served insurance buyers who operate locally, nationally and worldwide. “We’ve put together a team of high-level professionals who are educated, resourceful, creative and fun to work with,” says Ms. Wallace. “We consider ourselves an insurance concierge service, as we take care of the important details and often achieve the impossible on our clients’ behalf.”
Vantreo Insurance Brokerage takes a collaborative approach to the insurance process that’s designed to find solutions for clients’ individual needs. “Insurance doesn’t fit into a cookie cutter mold— there are many options that meet the diverse needs of all types of people,” says Mr. Chanter. “Our clients appreciate that we provide unequaled experience, training options, and online services that help them negotiate their insurance options and find the right solutions.”
“We believe in protecting our clients and doing everything in our power to increase their profitability. In every decision, we ask, ‘Is it high integrity, excellent, financially healthy and a cultural fit?’ Our goal is to provide every client with world-class insurance and service, protection against unexpected loss, and tools to help them and their organization grow profitably.”
Serving all of Sonoma, Marin, San Francisco, Alameda and Contra Costa counties including Santa Rosa, San Rafael, Sunset District, Oakland and Concord.
All Types of Insurance
If you own a small business, it’s important to “safe harbor” your employee health care plan.
In the insurance industry, “safe harboring” means to reduce or eliminate liability by demonstrating good faith. “Basically, if your company has less than 50 employees and you safe harbor your health care plan, you won’t incur...
"I think they are very professional. I get a very quick response from them.""I enjoy the people there. They are all very pleasant."
"Just the personalized service""Besides their knowledge of the market and its applications, they are very easy to work with."
"I would refer them and have others check them out.""David Hodges comes in and explains everything thoroughly. Anytime I need help, Beverly will help me and hold my hand through it. I get full service from them."
"They are very responsive, friendly, courteous, and professional.""How easy they are to work with"
"I really like the workshops that they put on.""They continue to be very professional."
"They are very good about working with you.""They are very friendly."
"I have referred them to a number of businesses, and I will continue to use them.""I like their customer service. They are very prompt, they go the extra mile, and I appreciate the classes and workshops they provide to keep my insurance rates low and to keep me educated."
"I really enjoy how well my agent took care of everything that I needed.""Very clear about what coverages, the amounts, the benefits of taking or not taking various insurance coverages"
"I think they try to work with their clients to provide necessary services. They are easy to work with, they respond to calls quickly, and they follow through. I think they are great for small businesses as well.""I would say their quick response. Whenever I call or email them, they get right back to me."
"They maintain a level of professionalism, and they are quick to respond to all of my requests.""How they give the service to me"
"They are very efficient and thorough.""I like the friendly manner of the staff and their quick response to my inquiries."
"They take very good care of us.""The personal touch that is given to us directly as well as how quickly everything is taken care of"
"That they really tailor their policies for individual requirements""There are knowledgeable people at the other end of the phone."
"Their personal service""Whenever I have had questions, they were very quick to get back to me."
"They are great, very attentive, and they have excellent training classes.""I think their honesty, and I know that once I give them something, it will be sent."
"I don't really know.""I like my sales guy, Dave Hodges. He takes care of all of my needs."
"Professional and willing to assist with any problems that arise""That I can get them on the phone, and they are willing to make any changes or modifications to the policy that I want. I have been using them for about 10 years."
"I have been very satisfied with the time Erin took with me doing research, and she is always very responsive.""That Erin took the time with me when I first called and that is what convinced me to switch to Vantreo Insurance"
"My agent, Erin Temple, has done a great job for me. She has been very thorough. She provided the best coverage for my needs.""My agent, Erin Temple, has done a great job for me. She has been very thorough. She provided the best coverage for my needs."
"The customer service""They have prompt communication, and it is clear and concise."