CONSULT, ANALYZE,
NEGOTIATE.

Sustainable coverage & the best plans available. Because we CAN!

BUILD A BETTER EMPLOYEE BENEFITS STRATEGYCOMPLIMENTARY TECHNOLOGY

WE HAVE OPTIONS.
SELECT YOUR LINE OF
PERSONAL COVERAGE...

Own a business? Consider a second set of eyes on your existing coverage in any of the following:


PERSONAL LIFE
INSURANCE

With access multiple carriers
and all types of life insurance
We have an option to fit your needs!


PERSONAL AUTO
INSURANCE

If you are price shopping
or simply driving less. We believe you
should pay only what is fair!


HOME & RENTERS
INSURANCE

Bought a new home or recently
moved to a new apartment?
Let's protect your belongings!

BUSINESS INSURANCE


TYPES OF COVERAGE:


Managing your business insurance is now easier than ever. Your agent will be your direct contact for everything regardless of what you need. Whether it’s making a quick change, asking a question, paying a bill, or filing a claim, our trained professionals are here TO SERVE YOU.

LOOKING FOR EMPLOYEE BENEFITS SOLUTIONSOR BILINGUAL ENROLLMENT SERVICES?

LIFE, ACCIDENT & HEALTH


TYPES OF COVERAGE:

  • TERM Life Insurance and Whole Life Insurance

  • Universal Life Insurance (GUL & IUL)

  • Living Benefit Term & Permanent Life Insurance

  • Non-Med Term and Return of Premium (ROP)

  • Accident Insurance, Hospital Indemnity & Critical Illness

  • Individual (IFP) and Group Health Insurance

  • Med-Supp & Medicare Advantage

  • DHMO and PPO - Enroll in Delta Dental PPOTM

  • Vision Plans


We commonly purchase insurance for our material belongings to include our cars, bikes, trucks, water and land toys and homes before insuring ourselves. Family first, the burden of losing a loved one should not be followed by financial hardship. With more than 40% of Americans without any form of life insurance and as the 44 million number of undersinsured Americans continues to climb, it is always TODAY the time to take care of what is most important, Our family.


PERSONAL AUTO


TYPES OF COVERAGE:

  • Liability Coverage

  • Collision Insurance

  • Comprehensive Insurance

  • Uninsured Motorist Insurance

  • Underinsured Motorist Insurance

  • Medical Payments Coverage

  • Personal Injury Protection Insurance

  • Gap Insurance

  • Towing and Labor Insurance

  • Rental Reimbursement

  • Roadside Assistance


PRICE and CUSTOMER SERVICE are the TWO reasons for switching auto insurance and we AGREE! Safe driver discounts and roadside assistance should be part of our policy no matter what and that is what we have to offer. With advancements in technology a well known name is no longer the only reason to settle for what you're being asked to pay every month, especially when the phone rings for too long at the time of an accident. Let's get you on a mobile solution, no more losing or forgetting to switch out the insurance card. Take a picture of the accident and submit the claim. Request and RECEIVE roadside assistance through an App at 3am when nobody will normally answer the phone. If price is an issue now, get better coverage WITHIN MINUTES on your phone RIGHT NOW for what you are already paying or keep the same coverage for less premium without losing the human touch.

RENTERS & HOMEOWNERS


  • Dwelling Coverage

  • Other Structures Protection

  • Additional Living Expenses (ALE)

  • Water Backup Coverage

  • Personal Property Insurance

  • Family Liability Protection

  • Guest Medical Protection

  • Fire Department Charges Coverage

  • Roadside Assistance

  • Flood Insurance

  • Home Warranty - Easy Enrollment with Tend Home


Protect your valuables from theft to fire and water damage. If someone accidentally falls in your home you are liable and yes this does include the thief in your home. Your hotel or living expenses can be covered if you lose your home to damage or need to live elsewhere while your home is being repaired. Don't own a home? The MORE REASONS to protect your valuables and your rental unit with Renters Insurance. Did you leave your purse or cellphone in your car and it was broken into within minutes of walking away? Your items stolen can be replaced. There are many more reasons to insure your home or apartment other than to satisfy your landlord or mortgage company.

Free Quote Request Form


Step 1

Please fill in the form below to receive a call from our office.Look for a confirmation email to approve your request and allow us to contact you as soon as possible.

Step 2

We will schedule you in our calendar and call you back within 24 hours of your request.

Thank you for allowing us to service your insurance needs.

Requirements to request your Free General Liability Quote!


Step 1

If you have received a call from our office and are agreeing to request a FREE General Liability Insurance Quote please provide your basic information as requested in the form below to begin the quoting process.Providing detailed responses now will result in finding the best carrier options available to insure your business while requiring less work from you throughout the process:

Step 2

We will schedule you in our calendar and call you back within 24 hours of your request. If you have any questions prior to our call-back or need help answering the questions above, please contact your assigned agent directly.

Thank you for allowing us to service your insurance needs.

Requisitos Para Su Cotización Gratuita De General Liability Insurance!


Primer Paso

Si ha recibido una llamada de nuestra oficina y esta en busca de una COTIZACIÓN GRATUITA de General Liability Insurance sírvase llenar la información requerida en este formulario para tramitar el proceso.Responder detalladamente a las siguientes preguntas resultará en obsequiarle un proveedor dispuesto a asegurarlo al mejor costo posible y requerirá menos trabajo de su parte durante el proceso:

Segundo Paso

Ahora mismo someteremos sus datos a las diversas compañías de seguros para asegurarle la mejor cotización posible y estaremos en contacto con usted dentro de 24 horas. Si tiene preguntas antes de recibir una llamada o desea asistencia para completar o responder a estas preguntas, por favor comuníquese directamente con su agente asignado.

De antemano le agradecemos el permitirnos atender a sus necesidades de seguros y estar al tanto de la protección de sus bienes.

Requirements to request your Free Workers Comp Quote!


Step 1

If you have received a call from our office and are agreeing to request a FREE Workers Compensation Quote please provide your basic information as requested in the form below to begin the quoting process.Providing detailed responses now will result in finding the best carrier options available to insure your business while requiring less work from you throughout the process:

Step 2

We will schedule you in our calendar and call you back within 24 hours of your request. If you have any questions prior to our call-back or need help answering the questions above, please contact your assigned agent directly.

Thank you for allowing us to service your insurance needs.

Additional Requirements to receive your Free Workers Comp Quote!


We're almost there!

A carrier has shown an interest on insuring your business and is requesting additional information to continue with the underwriting process.Please provide the following information at your earliest convenience:

What's next?

Upon receipt of additional information, a follow-up ticket will be scheduled in our calendar and your personal agent will provide an update on your application within 24 hours of your submission.If you have any questions prior to us contacting you or need help answering the questions above, please contact your personal agent directly.

Have you ever thought you might be underinsured? Feel free to browse through our available insurance options for yourself, your home or auto. We will gladly provide a quote comparison on existing policy premium and/or benefit options.Thank you for allowing us to service your insurance needs.

Requisitos Para Su Cotización Gratuita De Workers Compensation Insurance!


Primer Paso

Si ha recibido una llamada de nuestra oficina y esta en busca de una COTIZACIÓN GRATUITA de Workers Compensation Insurance sírvase llenar la información requerida en este formulario para tramitar el proceso.Responder detalladamente a las siguientes preguntas resultará en obsequiarle un proveedor dispuesto a asegurarlo al mejor costo posible y requerirá menos trabajo de su parte durante el proceso:

Segundo Paso

Ahora mismo someteremos sus datos a las diversas compañías de seguros para asegurarle la mejor cotización posible y estaremos en contacto con usted dentro de 24 horas. Si tiene preguntas antes de recibir una llamada o desea asistencia para completar o responder a estas preguntas, por favor comuníquese directamente con su agente asignado.

De antemano le agradecemos el permitirnos atender a sus necesidades de seguros y estar al tanto de la protección de sus bienes.

Requirements to request your Free Surety Bond Quote! (CA AND TX ONLY)


Step 1

If you have received a call from our office and are agreeing to request a FREE Surety Bond Quote please provide your basic information as requested in the form below to begin the quoting process.Providing detailed responses now will result in finding the best carrier options available to insure your business while requiring less work from you throughout the process:

Step 2

We will schedule you in our calendar and call you back within 24 hours of your request. If you have any questions prior to our call-back or need help answering the questions above, please contact your assigned agent directly.

Thank you for allowing us to service your insurance needs.

Employee Benefits


Our recommendation

Elevation Business Insurance Agency provides brokerage services for individual and employer sponsored group insurance benefits.Choose a benefits insurance broker that aligns with your company. A partner that will provide an ongoing high level of service that extends through to your HR team and onto your most valuable assets, your employees. While our competitors strive to set themselves apart. We strive to make ourselves a part of your organization. By supporting your plan administrator and providing ongoing education to your employees, not only during open enrollment, but throughout the benefit plan year. The education your employees receive now will largely impact the claims and plan cost increases long-term. We negotiate the best rates and plan designs to maintain a healthy relationship with your carrier partners while creating an employee culture that will organically learn to appreciate the value you provide towards their well being. With wellness programs and HR team efforts we can work towards improving your employee's health, reducing claims, and balancing your annual spend on healthcare.The Process
We will begin with a thorough review of your current plan designs, employer state and federal compliance responsibilities and analyze alternative programs that fit the demographic to enhance coverage where benefits are lacking, while always keeping a tab on your company's financial goals for the plan year in question and into its' growing years ahead.
We thank you for allowing us the opportunity to earn your business and are looking forward to a successful partnership.

Ready to shop for the 2025 plan year OR have a mid-year renewal?

You may email your files to: [email protected]Items to include:
- Census File (You may request an Excel template if needed)
- Current Benefit Summaries for all plans
- Current EE and ER contributions
- BOR Letter to authorize release of claims for large groups


MEDICAL
INSURANCE

HMO, POS, EPO, PPO
HDHP, HSA and HRA Plans
Covered CA Exchange Plans
Medicare Supplements


DENTAL &
VISION

Sponsored & Voluntary
DHMO, DPPO
Vision Plans
Indemnity Plans


LIFE &
DISABILITY

Sponsored Plans
Life/AD&D & Disability
Individual Life/AD&D & LTD Whole-Life, Term, Key Person


ADDITIONAL
SERVICES

Accident, Critical Illness, HIP
FSA, EAP, COBRA, POP
Payroll, State & Federal
Compliance Services

SUMMARY OF INSURANCE CARRIERS WE REPRESENT

Payment Authorization


Provide your preferred method of payment below:

If you have any questions pertaining to your policy or require additional forms of coverage for your family, home, auto or business contact your agent Cruz Huerta directly at: [email protected]Additional forms of coverage include:
- Personal: Auto, Home, Renters, Life Insurance, Health Insurance, Dental
- Business: General Liability, Commercial Auto, Workers Comp, Medical, Vision, Dental, Accident & more
QUOTES PROVIDED AT NO COST:
Email or text us your existing policies to obtain a summary analysis and better covereage at the best rates.

Autorizacion de pago


Ingrese la información de pago para el cobro mensual de su póliza:

Si tiene preguntas referente a su poliza o desea inquirir en cuanto a otros tipos de seguro para usted, su auto, casa o negocio, contacte a su agente Cruz Huerta directamente: [email protected]Seguros que proveemos:
- Personal: Auto, Casa, Apartamento, Seguro de Vida, Salud
- Negocio: General Liability, Auto, Workers Comp, Salud, Vision, Dental, Accidente
COTIZACION SIN COSTO:
Si desea cotizar su póliza existente y obtener mejores beneficios or mejor precio, envíenos su póliza por foto mensaje o email.

Personal Coverage


Call us

Call 949-381-1821, anytime from 8am to 5pm PT, Monday through Saturday. Please leave a voice message if we don't immediately respond during peak times.

Email us

Send a quick email and we'll respond promptly, usually in less than 24 hours!

Text us

Phone shy or can't make that call? Text 949-381-1821 Monday through Sunday, 24 hours a day 7 days a week. We are prompt with our fingers, unless we're busy with paperwork, but no matter what you will receive a response ASAP!!

Send us a thank you letter!

Customer Service
Elevation Business Insurance Agency
2372 Morse Avenue, Unit 609
Irvine, CA 92614

Get In Touch!


Call us

Call 949-381-1821, anytime from 8am to 5pm PT, Monday through Saturday. Please leave a voice message if we don't immediately respond during peak times.

Email us

Send a quick email and we'll respond promptly, usually in less than 24 hours!

Text us

Phone shy or can't make that call? Text 949-381-1821 Monday through Sunday, 24 hours a day 7 days a week. We are prompt with our fingers, unless we're busy with paperwork, but no matter what you will receive a response ASAP!!

Send us a thank you letter!

Customer Service
Elevation Business Insurance Agency
2372 Morse Avenue, Unit 609
Irvine, CA 92614

Our State Licenses


As an authorized insurance broker, we're currently licensed in the states listed below. If the state you live in isn't listed, please check back with us soon, as we're constantly expanding our business to include additional states.Where indicated below, we're licensed as ELEVATION BUSINESS INSURANCE AGENCY, and/or represented by:Cruz Valentin Huerta
2372 Morse Ave., Unit 609
Irvine, CA 92614

States and License NumbersCALIFORNIA - Lic. 0I47063
Cruz Valentin Huerta
Elevation Business Insurance Agency
TEXAS - Lic. 1970064
Cruz Valentin Huerta
Elevation Business Insurance Agency

Terms of Use


Please read Elevation Business Insurance Agency's Terms of Use carefully before using Elevation Business Insurance Agency's website, www.elevationbenefits.com, (the "Site"). By using the Site, you agree to be bound by these Terms of Use. If you do not agree with any part of these Terms of Use, you must not use the Site. Your continued use of the Site will constitute your acceptance of these Terms of Use, as may be modified by Elevation Business Insurance Agency at any time without notice to you. Please check this page regularly for updates.Permitted use
All of the content in the Site is made available only for your personal, lawful, non-commercial use in connection with seeking insurance. Use of the Site by a competitor company or other non-consumer third party is prohibited.
Except as expressly mandated by law, you may not, without our prior written permission: (i) link from another website to the Site; (ii) post, transmit, copy, modify, create derivative works from, distribute, sell, or republish anything you obtain or download from the Site; or (iii) engage in systematic retrieval of data or other content from the Site.Copyrights and trademarks
Except as otherwise indicated, all materials in the Site, including without limitation the Elevation Business Insurance Agency logo and other Elevation Business Insurance Agency trademarks and service marks, are the property of Elevation Business Insurance Agency and/or its affiliates or licensors and are protected by international copyright and trademark laws, all rights reserved. You may use materials obtained from the Site for the permitted purposes set forth in these Terms of Use, provided that the following copyright notice appears in all copies of any downloaded or printed materials: "© 2019 Elevation Business Insurance Agency. All rights reserved." Any other use is prohibited.
Our products and services
The information and materials provided in the Site are intended for general reference only, and may not describe all of the terms, conditions, and exceptions applicable to Elevation Business Insurance Agency's products and services. All coverages are subject to the terms and conditions of the insurance policies issued. Coverages and their availability may vary by state and your individual circumstances, and additional minimum coverage limits may be required in your state. The products and services offered in the Site are only available in the jurisdictions in which Elevation Business Insurance Agency is properly licensed.
Privacy and passwords
Elevation Business Insurance Agency values and protects the privacy of your information. Please review the Elevation Business Insurance Agency Privacy Policy, as it contains important information relating to your use of the Site.
Some portions of the Site are protected and require a user identification code ("User ID") and password for access. Unauthorized access or use of such portions of the Site is prohibited. You agree that you will notify Elevation Business Insurance Agency immediately if you believe that a third party has obtained your User ID or password, or if you believe that any unauthorized access or use may occur or has occurred. For your protection, if Elevation Business Insurance Agency believes that any unauthorized access may occur or has occurred, Elevation Business Insurance Agency may terminate such access without prior notice to you. You also agree that Elevation Business Insurance Agency is permitted to act upon any instructions received using your User ID and password and to consider such instructions as authorized by you.
Third-party sites
At times, the Site may have links to websites hosted by other parties ("Third-Party Sites"), or such Third-Party Sites may have links to the Site. These links are offered as a convenience and for informational purposes only, not as referrals or endorsements by Elevation Business Insurance Agency of the Third-Party Sites. The Third-Party Sites are maintained by their respective organizations, and those organizations are solely responsible for the content of their own websites. Elevation Business Insurance Agency does not verify nor make any warranty or representation about the content, accuracy, opinions expressed, warranties, products or services, intellectual property compliance, or links of such Third-Party Sites. You should read the privacy policies and terms of use agreements of all Third-Party Sites.
Disclaimer of warranties
All information, products, content and other materials in the Site, accessible from the Site, or in a Third-Party Site are provided "as is" and without warranties or representations of any kind, either express or implied. This means that Elevation Business Insurance Agency expressly disclaims all warranties, express or implied, including without limitation the warranties of title and non-infringement and the implied warranties of merchantability and fitness for a particular purpose. In addition, Elevation Business Insurance Agency does not represent or warrant that: (i) the operation of the Site will be error-free or uninterrupted; (ii) defects will be corrected; (iii) the Site, any emails sent by Elevation Business Insurance Agency, or the server that makes the Site available are free of viruses or other harmful devices; (iv) the Site will be available to you or that you will qualify for products or services offered; (v) the materials in the Site will be accurate as of any particular date; or (vi) the products or services offered through the Site are available outside of the United States or in jurisdictions in which Elevation Business Insurance Agency is not properly licensed.
If you are in a state that does not allow a disclaimer of implied warranties, the above disclaimer or a portion of it may not apply to you.Limitation of liability
Elevation Business Insurance Agency shall not be liable for any loss, damage, injury, or claim, nor any special, indirect, incidental, consequential, exemplary or punitive damages of any kind, whether such action is based in tort, contract, negligence, strict liability, or otherwise and even if Elevation Business Insurance Agency has been advised of the possibility of such damages, which arises out of or relates in any way to: (i) the Site, materials in the Site, or the inability to use the Site; (ii) any Third-Party Site, materials in any Third-Party Site, or the inability to use any Third-Party Site; (iii) any defect, omission, error, interruption, delay, or computer virus; or, (iv) except as a result of Elevation Business Insurance Agency's gross negligence or intentional actions, the unauthorized alteration of or access to your transmissions or personal data.
If you are in a state that does not allow the limitation of liability for certain damages, the above limitation of liability or a portion of it may not apply to you. However, you agree in any event that Elevation Business Insurance Agency's total liability for all damages, losses, injuries, or claims of any kind or nature shall be limited to the amount you have paid to access the Site.Jurisdiction, enforceability, and termination
These Terms of Use and your use of the Site are governed in all respects by the laws of the State of California, without giving effect to any principles of conflicts of laws. Any dispute concerning the Site or these Terms of Use shall be subject to the exclusive venue of a court of competent jurisdiction in Orange County, California.
In the event that a court of competent jurisdiction holds any provision of these Terms of Use to be invalid or unenforceable, then such provision shall be severable from and shall not affect the validity or enforceability of the remaining provisions.These Terms of Use are effective until terminated by either party. You may terminate these Terms of Use without notice to Elevation Business Insurance Agency by discontinuing all use of the information contained in the Site and destroying the materials you have obtained from the Site, including all related documentation and copies. Elevation Business Insurance Agency may terminate these Terms of Use and/or the products or services offered by Elevation Business Insurance Agency at any time without notice to you if, in our sole judgment, you breach any term or condition of these Terms of Use. Upon termination, you must discontinue all use of the information contained in the Site and destroy the materials you have obtained from Elevation Business Insurance Agency, including all related documentation and copies. Elevation Business Insurance Agency is also entitled to terminate all or part of the Site at any time, without notice to you.These Terms of Use state the entire agreement with regard to the items discussed above.Reporting claims of copyright infringement
Elevation Business Insurance Agency takes claims of copyright infringement seriously. If you believe any materials accessible on or from the Site infringe your copyright, you may request removal of those materials from the Site in accordance with the Online Copyright Infringement Liability Limitation Act of the Digital Millennium Copyright Act (17 U.S.C. § 512) ("DMCA"), by submitting written notification to our Copyright Agent (designated below). Your written "DMCA Notice" should include all of the following:
• Identification of your copyrighted work which you believe has been infringed; OR, if your claim involves multiple works on the Site, a representative list of those works.
• Clear identification of the allegedly infringing material, along with enough information to allow us to locate it on the Site.
• Your current contact information (including your name, postal address, telephone number and, if available, email address).
• A statement that you have a good faith belief that use of the copyrighted material is not authorized by the copyright owner, its agent or the law.
• A statement that the information in the written notice is accurate.
• A statement, under penalty of perjury, that: a) the information you have given us is accurate and b) you are authorized to act on behalf of the copyright owner.
• Your physical or electronic signature.
Send your DMCA Notice to our designated Copyright Agent:
Elevation Business Insurance Agency Legal Department
Attn: Cruz Valentin Huerta
2372 Morse Avenue, Unit 609
Irvine, CA 92614
949-381-1821
Email: [email protected]
Please note that if you fail to provide all of the information outlined above, your DMCA Notice may not be effective.

Privacy Policy


Policy last updated: November 22, 2019Elevation Business Insurance Agency values its relationship with you. Protecting the privacy of your information is of the greatest importance to us. As an insurance broker, we are regulated by Federal and State laws protecting the confidentiality and security of your information, as well as our use and disclosure of it. Whether you are a current, former, or potential customer, Elevation Business Insurance Agency treats your information with the same high level of confidentiality and security.Our Use And Disclosure of Information
At Elevation Business Insurance Agency, we gather information about you that may be used including in connection with your application for a quote, to process and service your insurance policy, settle your claims and offer you additional products and services that we think may be of interest to you, for research and analytics purposes, and as permitted or directed by you. If you apply for a quote for yourself and any other person(s), we also may gather, use and share such person's/persons' information in the same manner.
Information We Collect From You
This includes information you provide us on the Internet, by phone, via a mobile application, by email, through our service providers, or by any other means. Examples of such information may include your name, address, residence information, telephone number, email address, vehicle information, driver's license number, driving history, claims history, current or former insurance information, social security number, medical information, gender, educational background, date of birth, marital status and Elevation Business Insurance Agency Web pages visited.
Information We Collect From Third Parties
This includes information we collect from affiliated and nonaffiliated third parties, including but not necessarily limited to insurance support organizations and, consumer reporting agencies. It may include information such as vehicle reports, consumer credit information, demographic information, insurance histories, and insurance claims reports. Information obtained from insurance support organizations may be retained by such organizations and disclosed to other persons as permitted by law.
Information About Your Transactions
This includes information about your transactions with us and others, including our affiliates. It includes information such as your policy coverage levels, account balances, claims history, and billing information.
Information We Disclose
Information about our current, former, or potential customers may be disclosed, but only as permitted or required by law, or as permitted or directed by the customer or consumer.
For example, we may disclose such information to affiliated and nonaffiliated insurance companies, insurance agents, reinsurance companies, insurance support organizations, such as consumer reporting agencies, government entities, and claims administrators. We may also disclose such information to nonaffiliated third parties that perform services or functions on our behalf including the marketing of our products or services. Further, we may also disclose such information as necessary to effect, administer or enforce a transaction that you request or authorize, or in connection with servicing or processing a transaction that you request or authorize.The following are examples of situations in which we may disclose such information:• Your information may be passed between us and our agents, appraisers, attorneys, investigators, and others who may be involved in the sales and marketing of Elevation Business Insurance Agency products and services, processing of applications, and servicing of policies or claims.
• If you request a comparison quote, your information may be shared with an affiliated insurance agent and third party insurance companies in order to provide you with the requested comparison quotes.
• We provide your policy information to adjusters and other appropriate business entities that make any necessary repairs to your vehicle or property insured by us when you have a claim.
• We may provide your information to others whom we determine need such information to perform insurance or other professional functions for us. These may include parties helping us with administrative services and consumer reporting agencies.
• We may supply information as required by search warrant, subpoena, or legal process, to state insurance departments, or other law enforcement or government authorities when required by law, or to protect our own legal interests in the event of suspected illegal or fraudulent activities.
• If we collect your information as an agent for one of our business partners, we may use it to contact you or make you an offer regarding insurance products that may be of interest to you.
Elevation Business Insurance Agency Communications
Elevation Business Insurance Agency may contact you regarding your policy and our products and services, such as insurance rate quotes, billing notices, confirmations of changes, changes to our products, and other Elevation Business Insurance Agency-specific communications. You may NOT unsubscribe from these Elevation Business Insurance Agency-specific communications that relate to your primary usage of our service and products, and you agree to receive these communications if you make a purchase.
When you quote or become a policyholder through us, Elevation Business Insurance Agency may contact you about third-party promotions, our products and services and other information that may be useful to you. In addition, prior to purchasing a policy or after canceling your policy, Elevation Business Insurance Agency may contact you to confirm your quote or invite you to come back and get a new quote or to purchase a policy. You will have the ability to unsubscribe from whichever type of communication you received.Confidential and secure web environment
Elevation Business Insurance Agency is strongly committed to protecting the confidentiality and security of your information against unauthorized access and disclosure. We only disclose your information to our personnel, our affiliates' personnel, others who need to know that information to service your account, and as otherwise permitted or required by law. We maintain strict physical, electronic, and procedural safeguards to protect your information.
Separate from information you provide to us individually via our website, Elevation Business Insurance Agency uses web beacons on our website and in our emails to collect general information about visits to our website as part of our business tracking. This information is used to enhance your website experience and includes, for example, data regarding how you linked to our website, your Internet protocol (IP) address, your browser and/or device type, and your time of visit. This information does not include your name, address, telephone number or email address. Elevation Business Insurance Agency may use third-party web analytic and advertising services to assist with collecting and tracking of this information.In addition, Elevation Business Insurance Agency's third-party ad servers may use technology that includes web beacons on websites on which we advertise, to support site tracking, measure site performance, enhance your website experience, and for product marketing. For example, one of our third-party ad servers may place a cookie via a web beacon on your computer that helps to identify your computer when you arrive at or return to our site, to personalize aspects of your experience at our site, and to better understand how visitors like you in aggregate are using our site, all of which helps us to continually improve the experience on our site. These web beacons do not collect personally identifiable information (such as your name, address, telephone number or email address).Another use of web beacons and cookies is for Elevation Business Insurance Agency to advertise on other websites. In this common practice (sometime referred to as re-targeting), our third-party ad server or an advertising vendor may use beacons to place cookies on your computer when you visit the Elevation Business Insurance Agency websites, in order to display Elevation Business Insurance Agency advertising messages to you later on other websites. We do not allow those third party ad servers or advertising vendors to use beacons on our site to place cookies that will be used to display advertising for any companies other than Elevation Business Insurance Agency.Links to Other Companies on the Elevation Business Insurance Agency Website
The Elevation Business Insurance Agency Web site contains links to our business partners and links to other sites offering valuable information. If you choose to provide any information to any of these entities, the collection and disclosure of your information by that entity will be governed solely by that entity's privacy policy. Elevation Business Insurance Agency makes no representations or warranties regarding these sites.
Reviewing or Modifying Your Information
As a policyholder, you can always review and update your information through your account on the carrier specific Web site provided at the time of enrollment or by calling the specific carrier customer service center. You may contact Elevation Business Insurance Agency to request the appropriate customer service number pertaining to your request. All consumers have the right to know the information that Elevation Business Insurance Agency has about them, to make changes to that information, and to know the identity of any entity that Elevation Business Insurance Agency has disclosed that information to within the previous two years. To make such an inquiry please call our customer service center or write to the address listed below and identify the information you would like. You will be required to provide certain information for identity verification purposes. If your information is immediately accessible when you call, the customer service representative will review it with you and you may make changes to it at that time. If your information is not immediately accessible when you contact us, within 30 business days, Elevation Business Insurance Agency will inform you of the types of information we have about you. If you would like to further review the information, you may review and copy the information in person at our customer service center or request a copy be sent to you by mail. Elevation Business Insurance Agency may charge a fee for providing a copy by mail.
Information Request
Elevation Business Insurance Agency Customer Service
2372 Morse Avenue, Unit 609
Irvine, CA 92614
Contact Information
For questions about our privacy policy, please contact us at the address below, or send an email to: [email protected]
Privacy
Elevation Business Insurance Agency Customer Service
2372 Morse Avenue, Unit 609
Irvine, CA 92614
This privacy policy applies to the following companies:Cruz Valentin Huerta
Elevation Business Insurance Agency
Elevation Business Insurance Agency may modify this privacy policy from time to time, and the current version is always available at www.elevationbenefits.com. If significant changes are made to this privacy policy Elevation Business Insurance Agency will notify its clients.

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Negotiating Dialogue:

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  • • Creating Content on Awareness

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  • • High Average of Less Time Driving

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Transparency in Pricing!

Unlocking Insurance Excellence:
The Value of Broker Fees in Southern California

Specialty and High-Risk Coverage

  • Paying a broker fee to an insurance agency can often be beneficial for several reasons:

  • Broker fees can vary depending on several factors, including the type of insurance, the complexity of your needs, and the individual broker's pricing structure. Typically, broker fees can range from a flat fee per policy to a percentage of the total premium. For example, for personal insurance policies such as auto or homeowners insurance, broker fees might range from $100 to $500 or more. For commercial insurance policies, which tend to be more complex and higher in value, broker fees might range from 5% to 20% of the annual premium. It's important to discuss broker fees upfront with your chosen insurance broker to understand their pricing model and ensure transparency in the cost of their services. While paying a broker fee is an additional expense, the benefits of working with a knowledgeable and dedicated insurance broker often justify the investment.

  • 1. Expertise and Guidance: Insurance brokers are professionals with in-depth knowledge of various insurance products and the insurance market. They can provide personalized advice tailored to your specific needs. Brokers can guide you through the complexities of insurance policies, helping you understand your options and ensuring you get the coverage that best suits your requirements.

  • 2. Access to Multiple Carriers: Unlike captive agents who work for a single insurance company, brokers typically work with multiple insurance carriers. This means they can offer you a broader range of options from different providers. Having access to multiple carriers allows brokers to compare policies and find the most competitive rates for you.

  • 3. Time and Convenience: Shopping for insurance can be time-consuming and overwhelming, especially if you're unfamiliar with the industry. Brokers save you time and effort by doing the legwork for you. They'll research and analyze various policies on your behalf, presenting you with the best options available, thus simplifying the decision-making process.

  • 4. Advocacy and Claims Assistance: A broker acts as your advocate throughout the insurance process, including when you need to file a claim. They can help you navigate the claims process, ensuring that you receive fair and timely compensation. Brokers have your best interests in mind and will work on your behalf to resolve any issues that may arise.

  • 5. Risk Management Advice: Brokers can provide valuable risk management advice to help you mitigate potential risks and avoid future losses. By understanding your unique circumstances and risk tolerance, brokers can recommend appropriate coverage levels and risk management strategies to protect your assets and financial well-being.

  • 6. Long-Term Relationships: Building a long-term relationship with a trusted insurance broker can be beneficial in the long run. Brokers get to know your evolving needs and can adapt your insurance coverage accordingly. They can also keep you informed about changes in the insurance market and recommend adjustments to your policies as necessary.

  • 7. Tailored Solutions: Brokers excel at crafting customized insurance solutions to meet your specific needs. Whether you're an individual looking for personal insurance or a business owner seeking commercial coverage, brokers can tailor policies to address your unique circumstances, ensuring you have adequate protection where you need it most.

  • While paying a broker fee may seem like an additional expense upfront, the value that brokers provide in terms of expertise, access to options, convenience, advocacy, risk management, and personalized service often outweighs the cost.

  • Ultimately, working with an insurance broker can lead to better coverage, cost savings, and peace of mind.

BROKER FEE PAYMENT OPTIONS

1. Before making payment, reach out to your broker for the amount to be paid on your policy2. Choose from the following forms of paymentNOTE: FOR EXPEDITED POLICY REQUESTS, POLICY FORMS MUST BE SIGNED AND PAYMENT MADE BEFORE 8PM PST 48 HOURS PRIOR TO THE POLICY EFFECTIVE DATE

3. Confirm with your broker that payment has been successfully sent by sending a screenshot of the transaction (this is especially important if it is your first time sending payment to the recipient)4. YOU WILL RECEIVE CONFIRMATION OF PAYMENT FROM YOUR BROKER AND THE POLICY WILL BE ISSUED WITHIN 24 HOURS AND SENT TO YOU VIA EMAIL ALONG WITH ANY INTERESTED PARTIES REQUESTING COVERAGE


WE ARE AVAILABLE TO CONTINUE PROTECTING YOUR BUSINESS INTERESTSTHANK YOU FOR YOUR CONSIDERATION!