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 have been a customer of Simon's for about 6 years now, and could not have been happier…read more I used to significantly overpay for my business policies, until I got a quote from Simon for my General Liability, and eventually I have moved my workers compensation and my personal policies to him. Even now, every year I check around for alternative quotes, but so far no one has offered me a better quote. Simon and his staff are very professional, honest, helpful and always represent my and my business' best interest.

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.

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!!!!

Jarrod is great to work with. Jarrod was very knowledgeable and helpful. Made the process less…read morestressful.

Denice is an absolute all star!!!!!! I connected with her when my insurance was going down. at the…read moretime I called it was too soon but she checked in with me as soon as lower rates showed up for me! not only this, but she made me aware of something on my record I didn't know about and thanks to her I was able to get ahead of this situation!!!! she was empathetic and personable which made her stand out. I'll be working with her always going forward!

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!

I was out health insurance for a few years back in 2014 and I decided I should have insurance. I…read morejust had computer contract jobs so I was not employed by a company as an in house full-time employee, so I did not have insurance. This Healthcare Act thing required one to have insurance otherwise there would be penalties when we did our insurance so that's part of what got me to get some insurance. Okay too much background info. So my mom told me to call Giulio to figure out what insurance was good for my situation. He went through all the options and helped me decide what to get. Over the years my insurance needs and offerings have changed and I always call Giulio to get help with that and he's always been able to point me in the right direction. My suggestion is that you should check with him for your insurance needs. He is very caring and knowledgeable and will make sure you are presented with all the options and he will help you make and informed choice!!!

A truly great agent! Honest accurate and accessible!…read moreBeen with him years great auto great yacht great home coverage Afshin is a cut above

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.

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 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...

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.

Jeffrey's assistant was very nice when I first signed up with Farmers. Then the emails kept coming…read moreand coming... asking for more information. Incompetence? Perhaps... but it was almost as annoying as their newsletters. Who wants to hear from their insurance company unless you have a claim, or it's a bill? Speaking of bills, one time I had to contact Jeffrey Pellissier's office to ask him why he hadn't sent my bill to me. I received it several days later. I really felt that if Jeffrey's office was this incompetent with the little things... things would probably be much worse if I got into an accident. I asked Farmers Insurance to switch my provider, and they refused. I will never use Farmers again.

I wasn't so lucky. I was throughly disappointed. The customer service was decent. My issue is that…read morethe underwriter has you to submit your heart & kidneys to tell you NO. They don't tell you to submit all of the documents at once. They ask for this, and then you submit that. Now they need something else. You submit that, then, they need something else to tell you sorry for the inconvenience, but at this time, and you know the rest. You shouldn't have a customer waiting 2 weeks of answers for 2 weeks for a big letdown once I've submitted all of my personal information. Basically, they should request documents for eligibility/approval and then give you a quote based on the information given because the quote usually increases anyway. The underwriter requested/collected several documents, which wasted my time and your support staff time. Not to mention. You should get an explanation or reason for the denial letter. The process is time-consuming and frustrating.