Independently Rated Highest in Quality
S i x 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 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.” 

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 300 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.
99%
n = 300

Diamond Certified Qualification

Based on 300 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

J. D. H. L. Verified Customer Name
"The customer service and personalization to the service"
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 9.1 out of 10 based on 300 unique customer surveys of customer satisfaction.
J. D. H. L. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"Very trustworthy and thorough"

"The customer service and personalization to the service"

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

"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."

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

"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. "

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

"They do a great job. "

"Friendly staff"

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

"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. "

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

"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. "

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

"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."

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

"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."

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

"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."

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

"Extreme prompt, professional, and helpful"

"Prompt and responsive"

V. I. M. N. C. Verified Vantreo Insurance Brokerage Customer Name
Q1:10 out of 10
Q2:Yes
Q3 & Q4:

"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."

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

"Just an overall great company"

"The responsiveness to getting certifications of insurance to us and other involved"

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

"Professional and organized"

"Professionalism, I have used them for over 40 years."

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

"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."

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

"I would recommend them."

"They are responsive and easy to reach."

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

"Vantreo is very convenient because it is basically a one-stop shopping."

"The personal attention"

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

"They do what they say they are going to do."

"They do what they say they are going to do."

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

"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."

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

"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."

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

"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."