Accounting Insurance Services & Brokers
$10,000 to $49,999
July 2022 - Ongoing

3.5

Quality: 3.5

Schedule: 4.0

Cost: 3.5

Willing to Refer: 3.5

"We seem to have a very positive relationship, and they are very responsive."

Jul 27, 2022

Director of Finance, Retail Store

Anonymous

Retail
San Luis Obispo, California
11-50 Employees
Survey Response

Van Beurden Insurance Services, Inc. provides business insurance services for a retail store. They are also extending the services to provide benefit insurance to employees' medical, dental, and other concerns.

Van Beurden Insurance Services, Inc. provides great offers to the client at lower rates compared to other brokers. The client now also has better offerings to their employees.

BACKGROUND

Briefly describe what your company does and your role there.

Retail store. I am the Director of Finance.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

To ensure we had adequate coverage for an appropriate cost.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Business insurance to start. Now branching out to include employee benefits insurance (medical, dental, vision, etc.)

How many people does your company work with?

2-5

How did you find this provider?

Referral

Why did you choose to work with them?

Positive reviews and ratings
Referred to me by a trusted source

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Reduced rates over other brokers/direct suppliers. Better offerings to our employees.

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App
Mobile Text Messages

Are there any areas for improvement or something this service provider could have done differently?

Not sure...still too new here to assess but we seem to have a very positive relationship, and they are very responsive.

RATINGS

3.5

Van Beurden Insurance Services, Inc.

Insurance Kingsburg, CA

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