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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 underserved 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...
"Very trustworthy and thorough""The customer service and personalization to the service"
"They are prompt in getting newly shipped cars insured for us that are either bought by the dealership or sent from Chevrolet. They do the employee insurance like health options and such. They also do our liability and umbrella, workers compensation as well. They are good at getting certifications to us on time.""The promptness is key with our dealership, promptness of certificates."
"Very customer service oriented and very quick to response to any questions we have""We have been with them as an agency for over ten years and they have been excellent each and every year. "
"They do a great job. ""Friendly staff"
"Cindy is the best, I have been with her a while now. ""The customer support, they are very responsive. We have been with them for a long time. "
"Very satisfied, and they are on top of customer support for us. Any questions I have, they answer immediately. For what they handle for us, they are awesome. I don't even speak with anyone else on solicitations because of how great they have been. ""Again, the customer support, they handle a lot of loose ends for us. I get same-day responses on any questions I may have. They put a lot of time into our account and we are new with them so it says a lot. "
"I would say, they are a good company. They do great liability options through Safeco. I think it was and they provide some pretty good brokerage options on health as well.""I would say the representatives. They give a good personal touch to it all."
"Professional, very competitive proposals, they are just a class act firm. I'm actually moving all my business to them. I have 60 to 80 policies that we manage. I manage several HOA's and because of their quality I'm moving all that business to their portfolio.""Timely, professional, plus competitive in pricing, at the end of the day, it's really the quality of service they provide us as well."
"Personal service and quality service""She got back with us within a timely manor and if she didn't know she found out. I was very satisfied."
"Extreme prompt, professional, and helpful""Prompt and responsive"
"I think I would tell them we are satisfied and they should give them a try.""Just everything, they do all of our insurance including medical for all employees, manage benefits like HSA for employees, general liability, employment practices, workers compensation, and they have a program for HR that is amazing. If I have any HR related questions, I can go online and access forms or ask questions. If there are any state processes that we don't know about those are also there in a very clear instructional document."
"Just an overall great company""The responsiveness to getting certifications of insurance to us and other involved"
"Professional and organized""Professionalism, I have used them for over 40 years."
"They were quick to respond and helpful.""I had a great agent that worked with me if I had any questions, I believe her name was Sandy. I was pretty happy with my services."
"I would recommend them.""They are responsive and easy to reach."
"Vantreo is very convenient because it is basically a one-stop shopping.""The personal attention"
"They do what they say they are going to do.""They do what they say they are going to do."
"I would tell them that we use them, they are excellent, and I would recommend them.""I can contact them and they will get right back to me."
"They are very knowledgeable and I just got an email from them explaining rates and they were able to dumb it down for me so that I can understand it better.""The quick response, that is my favorite thing about them."
"I would say, they are a good company. They do great liability options through Safeco, I think it was, and they provide some pretty good brokerage options on health as well.""I would say, the representatives. They give a good personal touch to it all."