Independently Rated Highest in Quality
F i f t e e n t h
Consecutive Year
Originally Earned:
July 2002
We declare that Vantreo Insurance Brokerage HAS QUALIFIED for and continues to meet the Ongoing Research and Rating Requirements for Diamond Certified® status.
Certificate #127
(877) 301-2017
100 Stony Point Road, Suite 160
Santa Rosa, CA 95401

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.”

Company Philosophy

“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

Allied
Blue Cross
Blue Shield
Blue Shield
California Choice
California Choice
Guardian
Guardian
Health Net
Health Net
Kaiser Permanente
Kaiser Permanente
Liberty Mutual
Lincoln Financial
Lincoln Financial
Met Life

Comparative Summary

Insurance brokerages are always looking for ways to differentiate themselves from their competition, and those that have earned the prestigious Diamond Certified award are already several steps ahead. In addition to its Diamond Certified status, VANTREO Insurance Brokerage sets itself apart by acting as an “insurance concierge” for its clients, which essentially gives them access to a...

Frequently Asked Questions

Q: How can I make sure I’m not paying too much for insurance?
A: "Insurance isn’t a ‘one size fits all’ situation, so you could be paying too much if your insurance doesn’t meet your specific needs. We can audit your coverage and determine if there are missing gaps or double coverag...
Q: If I have an insurance claim, how can I make sure I get paid?
A: "The best way to make sure you get paid is to learn what your insurance covers and excludes. If you have a claim and your insurance coverage is in question, ask yourself, ‘Is insurance available that would have covered this claim?...
Q: How can I lower my insurance costs?
A: "One of our strengths is determining innovative ways to keep costs down for employers while keeping benefits up for their employees. We’ll find the best value for your money and situation. "

Map

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Industry Info

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...
Findings based on statistically reliable research from 250 surveys

Customer Satisfaction

Survey Question: On a scale of 1 to 10 how satisfied were you with the quality you received?
Chart.

Company Credentials

Workers Compensation
Liability Insurance
License Verification
Business Practices
Current Complaint File

Customer Loyalty

Survey Question: If you needed this product or service in the future, would you use this company again?
Chart.
100%
n = 250

Diamond Certified Qualification

Based on 250 customer surveys, we declare
Vantreo Insurance Brokerage
has passed all rating steps and has earned
The Diamond Certified Award
No. 127
Continuously qualified since July 2002.
David Pak
Director of Ratings Research
American Ratings Corporation

Verbatim Survey Responses From Only Verified Customers

A.M.S.B. Verified Customer Name
"I enjoy the people there. They are all very pleasant."
Research conducted by American Ratings Corporation. Ratings Methodology

Diamond Certified® Video Profile

Company Capabilities Table

Vantreo Insurance Brokerage
100 Stony Point Road, Suite 160
Santa Rosa, CA 95401
(877) 301-2017
(707) 546-2915 fax
DCID7075462300

Mon – Fri: 8am – 5pm

Serving all of Sonoma, Marin, San Francisco, Alameda and Contra Costa counties including Santa Rosa, San Rafael, Sunset District, Oakland and Concord.

Lynne Wallace & Tim Chanter, Owners; Gretchen Langevin, VP Executive Svcs
30+ Years
40
0F69776
Liability Insurance, Workers' Compensation
National Health Underwriters Association
2007
All Types of Insurance
Allied, Blue Cross, Blue Shield, California Choice, Guardian, Health Net, Kaiser Permanente, Liberty Mutual, Lincoln Financial, Met Life
317
Groups, Individuals

Photo & Video Gallery

Survey Responses For

Vantreo Insurance Brokerage

Vantreo Insurance Brokerage: Average 9.2 out of 10 based on 250 unique customer surveys of customer satisfaction.
A.M.S.B. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"I think they are very professional. I get a very quick response from them."

"I enjoy the people there. They are all very pleasant."

B.I. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"Just the personalized service"

"Besides their knowledge of the market and its applications, they are very easy to work with."

M.S.D. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

M.S. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They are very responsive, friendly, courteous, and professional."

"How easy they are to work with"

O.P. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"I really like the workshops that they put on."

"They continue to be very professional."

R.G.M. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They are very good about working with you."

"They are very friendly."

Carla J. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Matt S. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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"

Melissa H. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

C.J.C. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They maintain a level of professionalism, and they are quick to respond to all of my requests."

"How they give the service to me"

C.S. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"They are very efficient and thorough."

"I like the friendly manner of the staff and their quick response to my inquiries."

D.C. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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"

H.C. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"That they really tailor their policies for individual requirements"

"There are knowledgeable people at the other end of the phone."

K.F.M. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"Their personal service"

"Whenever I have had questions, they were very quick to get back to me."

L.U. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

M.F. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"I don't really know."

"I like my sales guy, Dave Hodges. He takes care of all of my needs."

Bill B. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

Michelle M. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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"

Tim H. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

S.C.P. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"The customer service"

"They have prompt communication, and it is clear and concise."