Business Details
Your Trusted Insurance Partner for Personal and Business Coverage
Planners Insurance has been dedicated to providing comprehensive insurance solutions for individuals and businesses since our founding. We specialize in tailoring coverage to meet unique needs, offering expertise in personal insurance including auto, home, life, and specialty policies, as well as business insurance encompassing property, liability, cyber, and commercial protections. Our team of experienced professionals prioritizes client education and personalized service, ensuring clients understand their coverage options and risks. We maintain strong relationships with top-rated carriers to deliver competitive rates without compromising on quality. Committed to transparency and integrity, we guide clients through policy selection, claims processes, and risk management strategies.Our 24/7 customer support ensures timely assistance for emergencies and inquiries. We continuously adapt to industry advancements while upholding our core mission: protecting what matters most to our clients. Through regular policy reviews and proactive risk assessments, we help clients stay prepared for life's uncertainties. Our community-focused approach emphasizes long-term partnerships over transactional interactions. Backed by decades of combined experience, we remain dedicated to evolving with client needs while maintaining the highest standards of professionalism and service excellence.
Services
Auto Insurance
Home Insurance
Business Owners Insurance
Cyber Liability Insurance
Commercial Property Insurance
General Liability Insurance
Natural Disaster Insurance
Marine Insurance
Life Insurance
Specialty Insurance
Highlights and features
- We offer personalized insurance solutions tailored to individual and business needs
- Our team provides expert guidance through complex coverage options
- We maintain partnerships with top-rated insurance carriers
- We deliver 24/7 customer support for emergency assistance
- Our professionals conduct thorough risk assessments and policy reviews
Services
Auto Insurance
Auto insurance protects vehicles against financial losses from accidents, theft, or natural disasters. Our policies include liability coverage, collision protection, and comprehensive options tailored to individual driving needs. We help clients select appropriate coverage limits and deductibles while offering discounts for safe driving records and multi-policy bundling.
Home Insurance
Home insurance safeguards residential properties against damage from fire, weather events, and liability claims. Our policies cover structural repairs, personal belongings, and additional living expenses during displacement. We provide specialized coverage for high-value homes, rental properties, and unique risks like earthquakes or floods through customized policy options.
Business Owners Insurance
Business Owners Policies combine property and liability insurance for comprehensive protection. Our BOP solutions cover physical assets, operational liabilities, and business interruption losses. We tailor coverage to specific industries including cyber liability, environmental risks, and commercial property protections for small to mid-sized enterprises.
Cyber Liability Insurance
Cyber liability insurance protects businesses from data breach financial impacts. Our coverage includes incident response costs, legal fees, regulatory fines, and business interruption losses. We offer risk assessment services and customized policies addressing evolving cyber threats for companies handling sensitive customer information.
Commercial Property Insurance
Commercial property insurance covers business-owned buildings, equipment, and inventory against damage or loss. Our policies protect against fire, theft, and natural disasters while offering optional coverage for business interruption and equipment breakdowns. We provide specialized solutions for warehouses, offices, and industrial facilities.
Questions
What types of personal insurance do you offer?
We provide auto, home, life, health, disability, and specialty insurance including flood, earthquake, and valuable possessions coverage.
Do you offer business insurance solutions?
Yes, we offer business owners policies, commercial property, general liability, cyber liability, and industry-specific insurance for various business needs.
How can I get an insurance quote?
Click the 'Get a Quote' button on our website or contact us directly at 888-883-7526 for personalized insurance consultations.
Are there discounts available for bundling policies?
Yes, we offer multi-policy discounts when you bundle home and auto insurance or combine personal and business coverage.
What should I do after an insurance claim?
Contact our claims department immediately to report incidents and receive guidance through the claims process and documentation requirements.
Reviews (4)
Emm Dee
Aug 17, 2020
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Illegal and misleading junk mail practices. This "business" forces potential customers to open their junk mail by omitting their name and address from the outside of the envelope and marking the mail as "time-sensitive information." Without checking the NDNMR first. Using illegal and terroristic tactics for advertising is immoral and should be outlawed. Three of their four other reviewers have only this one review. Pad much?? I have a zero tolerance policy when it comes to fraudulent and misleading business practices, and demand transparency in any business relationship from the start. You should
Sierra Bailey
Jun 28, 2019
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Shannon Burl just redid our homeowner's and auto insurance and our homeowner's is now HALF the price that we were paying. Which was over $1000 less!! If it's been over 3 year since you've negotiated your plans, call Shannon. We did it over the phone/email and it was super fast and easy on my end. I highly recommend giving Shannon a call!
Graciela Flores
Oct 07, 2018
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Shannon drove from north of Round Rock, TX to San Antonio.TX to assist our faculty and staff with insurance quotes for auto, home, and renters. She spent the entire day giving us her undivided attention, and reported
back to us with promising results. She gave me valuable information
that would lower premiums and still have outstanding coverage for my
auto and renters insurance. Shannon is a fine example of "Going Above and Beyond" to deliver excellent customer service to her clients. I will definitely give Shannon referrals in the future and I hope that you consider
Shannon for your insurance
back to us with promising results. She gave me valuable information
that would lower premiums and still have outstanding coverage for my
auto and renters insurance. Shannon is a fine example of "Going Above and Beyond" to deliver excellent customer service to her clients. I will definitely give Shannon referrals in the future and I hope that you consider
Shannon for your insurance
Robert Calk
Jul 16, 2018
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I first contacted my agent Brian T. through a veterans fb group. Figured I could give a fellow service member some business and see if he could really save me money like he boasted. He was right. Found me a cheaper rate with an actual national company (Progressive) and not only that... Im his client. Theyre YOUR agents. When you have issues or questions or need to change something on your plan, you get to call a PERSON that youve been associating with. Not just a random person who does the same thing for hundreds of different people every day for an hourly wage. Your agent has your back
