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.

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!

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!

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.

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.

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!!!!

Frankel & Associates is an exceptionally good group, and I strongly recommend working with them…read more I've had some hefty challenges and bad experiences over the past year with other insurance brokers. I found my way to Frankel & Associates in a panic and not only did they pull through, but they jumped into action immediately. In fact, they stayed late the first night I called to help me move urgently. In particular, I want to call out Cynthia and Sharon. I felt like the most important (or even only) client in their entire company, and I was just looking for a modest duplex policy. Weeks later, I reached out again for some help with the policy, again in a bit of panic, and they immediately sprung into action, made me feel assured and valued, etc. They will have my business for as long as I can foresee.

Best Insurance Broker ever. Fights for you like there is no…read moretomorrow, and gets you the best deals.

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.

Peter was incredible. I have had such terrible luck with insurers, weird clauses, constant hounding…read morefor higher premiums and no flexibility in payments. Well this is NOT Horace Mann. If you're an educator of any kind, this guy is magic. He made the entire thing happen for me in less than an hour. Home and Auto - both cadillac type policies of the good old days. Still around folks! Thanks Peter! You made my life so so so much easier without even realizing it. Thanks for not wasting my time!!!!

Great value!!!…read more Somehow I got connected with Peter Tadevossian from Horace Mann Insurance, who I hadn't heard of before. Sure, the owl is my spirit animal, so their logo gave me a bit of bias but the quick service, equivalent (and sometimes better) coverage, and very competetive premiums were what really sealed the deal. Tadevossian is recommended by me, wholeheartedly.

This place is amazing! They helped me with my car insurance by getting me good price and helped me…read moreget affordable health insurance. I am happy to come here and get everything taken care of. The staff is friendly and super helpful. I will recommend coming here.

I rarely write the reviews but my experience with this place was so bad that I wanted to warn other…read morepeople. I was their client for about 10 years (probably only because I never had to file a claim and to learn what this place was really about) and never missed any single payment. At some point, due to constantly increasing cost, I decided to switch my insurance and asked Major Point Ins to cancel my plan (to be clear not even to cancel but just not to renew for another year). I completed and provided them with all the required paperwork two weeks in advance. Later I received a call from the agent I worked with, Inna, telling me that there is nothing to do at this point and in order to cancel, we only need to remove my automated account withdrawal payments (what?). Even not being an insurance specialist, I found that strange and despite my multiple calls with Inna, she insisted that that was the way to cancel. A few months later, I received a letter from the collection agency notifying me that my Nationwide account was placed to collections because, sure enough, they never received a proper cancellation notice. I could not contact Nationwide directly because once you buy your plan through an agency, Nationwide would auto-prompt you to contact your agent instead. It took me about 6 months of endless phone calls between the collectors and Major point ins to correct this error. Inna returned some of my emails, but mostly was "on vacation" or "sick". Once I called the agency and had an unpleasant conversation with their CEO Mike Patyuk who was EXTREMELY rude. I tried to explain him my situation and the first question he asked was "Are you our client NOW? Then why are you calling??" Well, maybe because your agency messed up so much that it has been a few months since I am not a client anymore but still trying to fix your agents' mistakes due to their negligence, unprofessionalism and lack of knowledge in the field. I also learnt from Mike Patyuk the following: "Your case is important to YOU, but not to US", "I am gonna tell you what to do, not the other way around". He eventually hung up. I don't think it's an appropriate way for an owner to treat the client of 10 years who is trying to fix YOUR agency errors, or not even any person at all. I honestly should have reported them to California Department of Insurance, but since I have not, I want to at least warn people to be VERY careful about this place. They will be very happy to collect your commission, but good luck if you decide to cancel with them since they apparently have not learnt yet how to properly process clients' cancellation requests, or at least how to be polite. If you prefer to work with the third party when buying your insurance, please find knowledgeable agents who care about their customers!