My Medicare Part D drug plan was going to double for 2026…read more My agent didn't warm me??? And then I met Alison. Wow She showed me the right away a good way to save the money and STILL have all my drugs covered.It was so easy,I was amazed and impressed! And I'm so relived that someone like Alison knows exactly what to do.I know I can talk to her whenever I need more help.

Where do I begin? To…read moresay my experience with this broker has been frustrating would be an understatement. I was originally enrolled in my health insurance through her back in 2017 by my former partner. After our separation, I needed to explore more affordable options since my financial situation had changed. Naturally, I contacted my insurance provider, Anthem, directly to discuss cancelling or modifying my plan. To my surprise, I was told I could not make changes through them and would need to go through my broker. That's where the difficulty began. When I attempted to contact Ms. Gordon, I was met with a voicemail stating that I needed to provide my credit card information just to speak with her. She would not answer questions via email or text--only through a paid phone consultation. This immediately raised concerns for me. I was trying to cancel my plan and transition to a different provider, Kaiser Permanente, and did not feel comfortable sharing my credit card information in that situation. Given today's environment, I believe it's reasonable to be cautious about providing sensitive financial information--especially when I was not trying to make a payment, but simply cancel a service. Interestingly, my former partner--who originally set up the policy--confirmed he was never required to provide credit card information just to communicate. It seemed that once my intent to cancel became clear, the process became significantly more difficult. Eventually, after I informed her that I had already secured new coverage independently, she reached out to me. During that conversation, she attempted to get me to state that she had enrolled me in the new plan, which I declined. At that point, I had deliberately chosen not to work with a broker due to how complicated the cancellation process had been. To be fair, when I spoke directly with Anthem, they were helpful--until they realized I had originally signed up through a broker. That experience made it clear to me that consumers can enroll directly with insurance providers and may have more control by doing so. In hindsight, it felt as though there was little incentive to assist me in cancelling, especially given that brokers often earn commissions tied to active policies. Whether intentional or not, the process felt unnecessarily obstructive. I'm sharing this experience as a caution to others: if you work through a broker, your insurance provider may direct you back to them for support--even for basic account changes or cancellations. That can create an added layer of difficulty when you're trying to make decisions about your own coverage. As a client for over seven years, I expected clearer communication and more flexibility--especially during a time when I needed to make a change. At the very least, alternative ways to communicate (email, basic support, or a receptionist) would have made a significant difference. Due to this experience, I plan to file a complaint with the California Department of Insurance so the situation can be reviewed.

I've been a customer of Simon's since I began driving. I absolutely love his assistant Lisa. She…read moregoes above and beyond the call of duty! I had a terrible situation with my insurance recently and Lisa did everything she could to resolve it for me. She called me when she said she would and she answered any question I had no matter how silly. She made me feel like my business was valued and she got me a rate that was cheaper than what the farmers phone agents were quoting. If you want the best price available then come to Simon's Insurance Agency.

Mr. Gurfinkel has kept my family happy for years now. He is very professional and is very patient…read morein answering all of my questions. Simon Gurfinkel was recommended through a friend because I was not happy with my insurance agent. He took his time to look through all of my insurance policies and provide me the best solution and coverage to fit my specific needs. I could not be happier! Don't waste your time with insurance sharks. Mr. Gurfinkel and his agency are very honest and great about returning calls and keeping their promise.

Great service.. very professional attention to detail. If I has a question Jarrod (insurance…read moreassociate). My new agent. I thank you.. way to go above and beyond.. I have background in customer service and call center in banking. If I would of been your manager I would of recommended a raise and a reward of appreciation.. Thank you again.. Jarrod for working with me and fixing my issue sir.. .

I don't know why I am always skeptical about insurance agents. I can't help but feel that they have…read moresome motive besides making a buck off of me. I, however, am not skeptic at all when it comes to this place. Paul one of the agents in Upgrade Insurance made me feel like his intentions were pure and genuine. I truly felt that his goal in one of our many calls is to just simply get the best deal he can for me. I can't speak for every agent, but I do imagine that they are all as helpful as Paul is. Thank you Mr. Paul!

David was incredibly helpful throughout the process! Very responsive, detail-oriented, and generous…read morewith his time. He put together multiple options and made everything easy to understand, which I really appreciated! Would certainly recommend working with him.

David is a genuine and honest man. I reached out to him after having trouble obtaining condo…read moreinsurance for my home in escrow due to the current environment with insurers in CA. He was upfront on his offerings and even encouraged me to look at other options outside of himself to help me save money. I can't thank him enough for his kindness!

For the second time in three years I needed help with my insurance. Due to switching jobs for both…read moreme and my wife, finding the right insurance was more complicated and difficult than I could have imagined. EMF was incredibly helpful once again. Erin and his team helped me through every step of the process and made sure we had several options that worked for our family's needs. EMF is the only company I would consider using for my individual and small business insurance needs.

I've never had anything remotely positive to say about an insurance broker, but Erin Fish is…read moreabsolutely the best. For what I imagine was a relatively paltry commission on a cheapo short-term insurance policy, he spent over an hour with me on the phone. He was patient, friendly, made everything easy to understand, and was even willing to lobby with Blue Shield for lower rates (despite the fact I told him the deal I was getting was fine). If you need someone to champion your cause when you're choosing new insurance, give Erin a call.

Been a customer for almost 8 years now. Never even thought…read moreabout switching. Have been offered lower rates several times by other brokers but I wouldn't risk switching a few dollars saving for an amazing customer service i have been getting for almost 8 years straight. Every time I bought or sold a car, added or removed drivers, if not on the same day (I usually call right before closing) the following day I would have everything updated and emailed back to me. Highly recommended!

The absolute worst. Do not bring your business here. They are incredibly rude and called my son a…read moreterrible derogatory name.

Best insurance services HANDS DOWN!!!!! They always find a way to save me a lot of money, while…read morestill finding a great policy to fulfill my needs. They are not greedy, and will tell you if they can't beat your current policy, and will even recommend other companies that they are not affiliate with for you to make your own choice. They got me on all fronts, car, motorcycle, house and whatever else you need! I've been going here for years and the quality of service I receive is alway exceptional to say the very least. I wouldn't go any other place than Ancona! Do yourself a favor and go here and safe yourself a lot of money. When I got into an accident, I didn't know who to call so I call my insurance agent, and she went out of her way to guide me through what exactly I should do and what I should expect. She even went as far as to help me call the insurance company to report the claim, so I wouldn't mess anything up. They are definite pro's and I recommend all of my family and friends to them, and they all get satisfied by the service and savings they receive. I never write reviews, but I thought everyone could use a break and save a little money so go to them ASAP!!!!

I've been with Ancona Insurance for a few years now and Lana has been nothing but awesome. She's…read morequick to respond, super easy to work with, and always finds me the right coverage that actually fits my needs. Feels more like working with a trusted friend than just an insurance agent.

Jeffrey's assistant was very nice when I first signed up with Farmers. Then the emails kept coming…read moreand coming... asking for more information. Incompetence? Perhaps... but it was almost as annoying as their newsletters. Who wants to hear from their insurance company unless you have a claim, or it's a bill? Speaking of bills, one time I had to contact Jeffrey Pellissier's office to ask him why he hadn't sent my bill to me. I received it several days later. I really felt that if Jeffrey's office was this incompetent with the little things... things would probably be much worse if I got into an accident. I asked Farmers Insurance to switch my provider, and they refused. I will never use Farmers again.

I wasn't so lucky. I was throughly disappointed. The customer service was decent. My issue is that…read morethe underwriter has you to submit your heart & kidneys to tell you NO. They don't tell you to submit all of the documents at once. They ask for this, and then you submit that. Now they need something else. You submit that, then, they need something else to tell you sorry for the inconvenience, but at this time, and you know the rest. You shouldn't have a customer waiting 2 weeks of answers for 2 weeks for a big letdown once I've submitted all of my personal information. Basically, they should request documents for eligibility/approval and then give you a quote based on the information given because the quote usually increases anyway. The underwriter requested/collected several documents, which wasted my time and your support staff time. Not to mention. You should get an explanation or reason for the denial letter. The process is time-consuming and frustrating.

Been a customer since 2022 after seeing 5 star reviews on google…read more Let me tell you, I feel like I've been scammed. I live a busy life and having to deal with car insurance is the last thing I want to do so I contacted Keith Insurance Agency due to great reviews for my new 2022 Honda Insight, due to having a DUI from 6 years prior and one texting and driving ticket 3 years prior in I knew the insurance wasn't going to be the cheapest for a new car but they get me an okay deal and all is good. They last sent me a POI card 11/25/23 and then nothing for a whole year, mind you my insurance is only 6months but I've been paying this whole time with no updated POI card so technically driving with expired insurance, when I get a letter stating that my specific insurance company isn't going to insure me anymore due to being in California, so great thats when I finally get an email from Tamari. They get me settled up with another insurance carrier Bridger Insurance and I signed something and never got a copy of what I signed and again no email with POI or access to website so I can get the proof (& holy moly they have the WORST reviews!!!!!! and an F rating on the BBB Yippee!!) Like I said I figured I missed the email with the updated POI from May 2024 but when I got the letter stating that they were cancelling I looked and no POI from Tamari or my old insurance. I keep thinking what if I got into an accident during that time.. it makes me sick that I was paying every month with technically no proof of insurance. I feel like I need to take legal action because this isn't right. I'm writing this review to warn others that this is how they treat their clients of 2 1/2 years, they took advantage of me not knowing and they could be doing the same to you.

Totally unprofessional. When I inquired about insurance for…read moremy new vehicle, I get a text back. Not a phone call. Which was odd to me. We ended up doing everything via text. I was fine with it after some back and forth. Also, I asked if I could come to their office to get my insurance information printed and they said they don't have an office for customers so they would send me the print outs. And their "office" is local to me so I thought it would be quick. A year later, when I was going to cancel my policy, I was assured they would do it. I had already moved on to another insurance company. I then got charged for the insurance company that Keith Insurance took out for me which I had confirmed that was cancelled, which then took my checking account negative which I got overdraft fees I contacted them about this, they apologized, but come to find out, they did nothing. Then I get a negative mark on my credit report, which is months later which I then have to contact the insurance company to clear up. This couple is phoning it in. Literally. Totally unprofessional. Seems to have too many things going that they can't keep track of.

Steve is an amazing guy, and very helpful with the complexities of insurance. He also goes above…read moreand beyond with his care and makes sure everything works smoothly. He really helped me out of a complicated situation while my wife was giving birth to make sure we were covered. Thank you Steve!

Once Again THANK YOU for your amazing knowledge and help getting the best insurance options…read moreavailable to me! I couldn't figure it out for MANY years and its been a pleasure having your knowledge and expertise. If your out looking for the best help for the best insurance options , STEVE HEYMAN is your Man!!!!