Our Team
We were created to address the insurance needs of employers of 1 to 1500 employees by offering comparative quotes, the option to purchase directly over the Internet, and easy monthly payments.
No matter how comprehensive or price competitive your insurance program is, it’s still people who ensure that you receive what you expect when you call for help. Our primary goal as a “service business” is to provide qualified, thoughtful service when we are called upon by our customers, or those to whom we are referred.
Your Professional Service Team
Need help? Let our friendly staff answer your questions:
Rita Carrillo - ACCOUNTING MANAGER
Rita has been in accounting and organizational management for over 15 years. In the commercial insurance brokerage business, having excellent accounting controls is one of the key factors to success. Together with 'state of the art technology' Rita brings all of us to a level of standard that ensures our continued long-term success.
Dana Coates - FOUNDER & PRESIDENT (License #FC0529163)
With three decades of experience, Dana's specialties are varied. He has the knack for solving complex problems and negotiating with insurance carriers. He is also a key resource when it comes to contract review, contract negotiation and lease compliance matters. Dana and his team specialize in providing business insurance and risk management services to companies with up to 500 employees.
Dana has also formed several insurance buying programs designed for computer consulting firms, software developers, website designers, internet service providers (ISPs) @ www.ISPinsurance.com, importers and distributors, worldwide ocean & air cargo programs, employment practices liability programs, directors & officers liability programs for both public and private companies @ www.EPLI.com. Financial Institution Insurance & Community Bank Insurance can be accessed @ www.InsureMyBank.com and a nationwide insurance program for motorcycle dealers and repair shops is available where all of the agency's services are accessible from the original website, created back in 1995, during the early days of the internet @ www.tsbic.com or @ www.unitedagencies.com/tsbic/
Jescerlyn de Asis - MOTORCYCLE DIVISION - MEMBER SERVICES,
and OFFICE ADMINISTRATION
Jescy heads up our rating unit and does an excellent job assisting our office to be more efficient. Although she is interested in TV and journalism, Jescy finds the time to help us deliver fast responses to our internet customer inquiries as well as our motorcycle outreach program called BrosClub~CycleServices located at www.brosclub.org.
Jescy has completed several insurance courses and intends to become a licensed insurance agent/broker in the future. We're excited that Jescy is part of our team.
Joe Gieson - ACCOUNT EXECUTIVE (License #0786905)
Joe Gieson is a principal of United Agencies, Inc. and with more than 20 years of experience in the insurance industry, his professional focus has been on assisting small businesses with their insurance and risk management. Before joining United Agencies in 2002, Joe worked for several national insurance carriers.
He has assisted thousands of small businesses to manage their business risks. Joe has a reputation of working closely with start up companies to aid them in developing scalable solutions to their changing risk management needs. With a bachelors degree in economics, Joe is a graduate of California State University at Northridge, he resides in Santa Clarita, CA with his wife and their daughter.
Maria Gonzales - COMMERCIAL LINES ACCOUNT MANAGER,
CUSTOMER SERVICE REPRESENTATIVE (License #0772415)
With more than 20 years of experience, Maria brings a strong command of insurance experience to our accounts, many of which generate sales in excess of $100 Million. In addition to being a very capable Commercial Account Manager, Maria is also very down to earth and is a wonderful leader for the other staff members in the company. Maria, her husband and their daughter reside in the Pasadena area.
Sue Larson - COMMERCIAL LINES ACCOUNT MANAGER,
CUSTOMER SERVICE REPRESENTATIVE (License #0498696)
Sue heads up our online insurance agency operations. Formerly with Marsh & McLennan for more than 17 years, Sue is a seasoned professional and a key associate. Sue is known for her quick wit and for her ability to see a complex project through to its successful completion. Our Technology Division is accessible from www.TechRiskNet.com
Eric Schirding - ACCOUNT EXECUTIVE (License #0F18686)
Eric Schirding handles both Business and Personal Insurance. It is fairly well known that he enjoys educating his customers about insurance, this is a unique benefit that many customers tell us they truly appreciate in Eric. He assists customers by providing customized insurance policies to fit their specific needs.
This, along with Eric's positive attitude and experience has made him a sought after and highly trusted insurance advisor. Eric writes a wide variety of insurance policies including auto, home, business, and workers' compensation. Eric and his wife reside in Montrose, California.
