Business Details
50+ Years
experience
Trusted Insurance Solutions for Families and Businesses in New Berlin
Founded in 1974 by Ron Petersen, our agency began as a traditional insurance provider committed to delivering exceptional service and tailored coverage. In 2016, Eric and Marc Petersen acquired the business, modernizing operations while preserving the core values of integrity and client-focused service. We partner with over 20 leading insurance carriers to offer competitive pricing and comprehensive options for families and businesses. Our team prioritizes proactive communication, utilizing technology to streamline interactions while maintaining the personal touch of local expertise.Each client is assigned a dedicated account manager to ensure seamless policy reviews and claims assistance. We emphasize continuous education for our staff to uphold industry knowledge and deliver informed guidance. Our mission remains rooted in protecting clients' stories through innovative solutions and unwavering support.
Services
Auto Insurance
Home Insurance
Business Insurance
Details
- Year established: 1974
Highlights and features
- We partner with 20+ leading insurance companies to secure competitive pricing and diverse coverage options.
- Dedicated account managers provide personalized policy reviews and streamlined claims assistance.
- Local team offers prompt, knowledgeable support without reliance on outsourced call centers.
- Proactive communication ensures clients receive timely updates and tailored risk management advice.
- Family-owned legacy combines decades of experience with modern, technology-driven service.
What people say
Prompt communication
Great customer service
Proactive recommendations
Knowledgeable team
Efficient claims handling
Services
Auto Insurance
We provide comprehensive auto insurance solutions tailored to individual driving habits and vehicle needs. Our policies include liability, collision, and comprehensive coverage options with flexible deductibles. Clients benefit from personalized risk assessments and access to multiple carrier options for competitive pricing.
Home Insurance
Our home insurance policies protect against property damage, liability claims, and additional living expenses during covered losses. We offer customizable coverage for standard and unique home features, including flood or earthquake endorsements. Policyholders receive dedicated support for claims and annual coverage reviews.
Business Insurance
We design business insurance packages addressing liability, property damage, and operational risks specific to each client's industry. Services include general liability, commercial property, and business interruption coverage with options for specialized risks. Clients receive proactive risk management guidance and claims advocacy.
People
Eric Petersen
Co-Owner
Co-owner since 2016, Eric Petersen leads modernization efforts while maintaining the agency's founding principles of integrity and client service.
Marc Petersen
Co-Owner
Co-owner Marc Petersen focuses on technology integration and staff development to enhance client experience and operational efficiency.
Lorna
Insurance Agent
Experienced agent Lorna provides personalized insurance solutions, known for her attentive service and thorough understanding of client needs.
Questions
What types of insurance do you offer?
We provide auto, home, and business insurance policies tailored to individual and commercial needs.
How can I file a claim?
Contact our office directly or use our online portal to initiate a claim with assistance from your account manager.
Do you offer 24/7 customer support?
Our office hours are standard business hours, but we prioritize prompt responses during emergencies.
Can I make policy changes online?
Yes, use our self-service dashboard for common updates or contact your account manager for assistance.
How do you help clients save money?
We compare rates across 20+ carriers and provide annual policy reviews to ensure optimal coverage and pricing.
Videos
Reviews (6)
Todd
Dec 19, 2021
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Ive enjoyed working with Shaina for the last few years. Its nice working with a broker who can shop P & C carriers for the best deal.
Ive also had good service from them at claims time.
Ive also had good service from them at claims time.
Ambali Latifat
Dec 13, 2021
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Its not only the huge profit you helped me earn in one week that I am grateful for Mrs Richard betty, my most joy is that I have finally found the expert trader to trust with my money and invest with, I really appreciate, your honesty, hard work, I found you almost at the point of giving up on trading because of scammers, but you proved you are different, and I am most grateful, I invest $500 and got $5,550 in just one week, I can boldly tell you Mrs betty Fx Trader is the right expert to work with, contact betty directly on these Email: richardbetty814@gmail.com WhatsApp: +1 (626) 656 5520
Blake Humphrey
Jul 16, 2021
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Critical:Professionalism
Lorna is extremely rude. I updated my policy and they were unable to ensure my mortgage company received the correct paperwork thus causing my mortgage payment to increase. They initially refused to transfer me to management. I will be cancelling and leaving BBB complaint regarding this business.
Lorna is extremely rude. I updated my policy and they were unable to ensure my mortgage company received the correct paperwork thus causing my mortgage payment to increase. They initially refused to transfer me to management. I will be cancelling and leaving BBB complaint regarding this business.
Jeannette Schupp
Nov 29, 2020
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Great people and great customer service! Everyone is such a pleasure to work with. Called recently with a request to update my policy. Time was of the essence and Lorna got it taken care of for me.
Jeff Gall
Nov 21, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Great customer service and very personable. Ready and willing to walk me through anything Im unsure of to make sure I have the best coverage for my needs at an affordable price.
Great customer service and very personable. Ready and willing to walk me through anything Im unsure of to make sure I have the best coverage for my needs at an affordable price.
Jessie Schmidt
Sep 13, 2020
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Ben and I recently bought a house. Going though each of our insurance companies to see what would work better as well as price/and bundling. Lorna was amazing at responding fast and letting me know what are the better prices. Thank you Lorna and American Advantage for your help.
