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!

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.

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!!!!

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!

Dealing with insurance can be quite hectic. Mr. Campanelli went above and beyond to find a policy…read morethat met our needs. Not only that, he helped us resolve matters while we were in transition between one company and another. Our only regret is that we didn't know him until recently. We highly recommend him and his services to everyone!

Giulio's personal one on one attention to my insurance needs will keep me with him for life…read more Giulio is also great at assessing my needs and recommending the appropriate insurance plan. Lastly, it's nice to know that Giulio has my back and is paying attention to premium due dates. My insurance almost lapsed at one point and Giulio made sure I handled the situation before I had an actual lapse in coverage. I highly recommend Giulio!!

I highly recommend Afshin Cohen. He got me the best rate for my car insurance. He explained…read moreeverything in a way that I actually understand my policy/coverage. Mr. Cohen thank you so much for your excellent service, patience, and help.

Buying insurance isn't easy. How much should you spend for piece of mind? What type of insurance…read moredo you need? After 30 years of frustrating communication with different people I found State Farm Agent Afshin Cohen. Afshin helped me navigate insurance jargon with ease. He explained my premiums & followed up with emails that gave me clarity & confidence. Afshin is an incredible communicator, kind, patient & very responsive. He provided me straight forward answers that put my mind at ease about my limited liability policy, my homeowner's policy, my earthquake insurance policy & the policy I have for the apartment building I own. He even gave me insurance advice for a real estate purchases I'm considering later this year. I've come to trust & greatly appreciate Afshin Cohen's professionalism, knowledge & expertise.

If you want a great experience with your insurance try Allstate agent/owner Tim McLean..He gives…read moreyou personal service and a feeling that he cares about you. Thank you for many years of service. N. Hyde

Terrible Experience with this guy. He does not care about anything except money. My agent retired…read moreand all of my policies were transferred to him. He said he was not getting paid for all of the policies so he really did not have any interest in my issues. He allowed policies to be cancelled and rewrote them at a higher rate. He wrote an additional policy on one of my properties so it had two policies that was paid by my impounds. I went back and forth with him and he denied this. I got proof from my bank that it did, in fact have two policies. I ask him to cancel one of them and he told me it was my responsibility. I have been dealing with Allstate for over 30 years and never have experienced this type of rude and professional dis-service. Moving to another company.

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.

Ace and Melissa are thorough and helpful, and understand the insurance companies (and how…read morechallenging they can be). They saved me a lot of money by helping me move a lot of insurance. Whole hearted recommend.

Ace and I have been working together for over a year, and I can't recommend him highly enough. He's…read morethoughtful, caring, and brings a truly personal touch to every interaction. I feel like I'm talking with a friend but it's health coverage? Amazing. I used to think having an insurance agent wasn't necessary, but after navigating the complexities of health insurance including coveredca and medicare with him, I've completely changed my mind. He always follows up -- making sure I have the best solutions for my needs. Thanks to his systems and reminders, I never have to stress about the labyrinth that is insurance. Ace makes the entire process worry-free...