Shank Insurance Services - San Clemente, California

Nicholas F.

As a client of Shank & Associates, I am writing this review to express my utmost satisfaction with Bryce’s and their services. Their expertise and dedication have not only saved us substantial money but also provided us with superior insurance coverage.

Bryce demonstrated a deep understanding of our needs and worked diligently to consolidate our coverage to a single carrier. This consolidation has simplified our insurance management process, saving us time and reducing administrative complexities.

What sets Bryce apart is his proactive approach. He advised us on coverages we had never considered before, showcasing his commitment to our financial security and peace of mind. His recommendations were insightful and tailored to our specific circumstances, reflecting his client-centric approach.

Moving forward, we are extremely happy to place our trust in Bryce as our insurance and risk management advisor. His professionalism, integrity, and dedication to client satisfaction is truly commendable. We look forward to a continued partnership with him and highly recommend his services to others seeking comprehensive, personalized insurance solutions.

Adam B.

Joel and the team at Swarts, Manning & Associates excelled at every step of the process. It was a huge relief to find an honest advisor who took the time and effort to curate the best fit solution for our specific needs. Their experience and competency really helped me sleep better at night knowing my insurance needs were covered. As a business owner my focus needs to be on growing my company. Joel and his team had my back through the entire process. Their quick responsiveness and strategic focus have earned more than just my partnership, Joel has become a dear friend and constant referral for my own clients. I recommend Joel without hesitancy.

Prajesh K.

CAI Safety has enjoyed working with Bryce and the team over at Shank & Associates. The team is very responsive and immediately addresses our concerns. They also go to great lengths to go over the various coverage options and explain the pros and cons to us.

Cabana C.

Bryce & Tim are awesome to work with! Fast turn around on any questions , COI's and they always go the extra mile to help us out with yearly audits & renewals. I highly recommend Shank & Associates.

Genene D.

Joel with Shank & Associates was amazing! He helped my company with an insurance issue at the last minute and got everything handled for me so my current insurance didn't lapse. We got better coverage, saved money, and it was a great experience! I highly recommend!

Andrew M.

I had the chance to work with Tim and his team on setting up multiple insurances for a new business - and as a naive person in this domain - Tim was exactly what I needed;

He was kind, available, educational, an advocate on my behalf for when and where I could save costs, followed up when I was busy, over-communicated, did video calls and phone calls, and consistently delivered alongside a non-condescending attitude.

I was referred to Tim by a long-time friend, and there is no wonder why. He is now my go-to insurance man for anyone that asks - you should call him and see for yourself!

Andy G.

We have been with a S&A for the last few years, they have been extremely professional, and very responsive to all requests. Whether it is a simple as a COI or as complex as finding a new policy they have been fast, thorough and efficient. They have gone further by making suggestions for improving our business, connecting with other services that have been indispensable. They are solid gold!