HOTALING INSURANCE SERVICES

A RISK MANAGEMENT FAMILY OFFICE

HOTALING INSURANCE SERVICES

A RISK MANAGEMENT FAMILY OFFICE

OUR SERVICES

LIFE INSURANCE

LIFE INSURANCE

Life insurance provides a sturdy foundation for long-term financial security and peace of mind. Our team of life insurance specialists conduct a comprehensive evaluation of your unique financial situation to craft a tailored plan that meets your needs. Protect your family and enhance your overall financial portfolio with a life insurance policy.

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COMMERCIAL INSURANCE

We understand every business is unique and has specific insurance needs. That is why we offer a wide range of commercial insurance options, from general liability to property and casualty insurance, to meet the diverse needs of businesses of all sizes. You have dedicated countless hours and resources into building your business into something truly special. With our expertise, rest easy knowing your investment is protected.

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PRIVATE CLIENT

We take protecting your most treasured belongings seriously. Get a personalized policy that can include higher limits of coverage, worldwide protection, and broader coverage for lost or damaged valuables. Should the unexpected happen, our dedicated claims team is available 24/7 to guide you expertly and compassionately through the process.

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EMPLOYEE BENEFITS & PEO

As a thriving business, you want to concentrate on the growth and success of your company, not be bogged down by the tedious tasks of payroll and employee benefits. Our team of forward-thinking employee benefits professionals collaborate with you to develop an actionable plan designed to help you navigate the complexities of your benefits strategy.

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CLAIMS

We understand going through a claims process can be a stressful experience. Which is why we have an in-house claims team supporting you during every step of the claims process. Our team advocates on your behalf for settlements. With our team by your side, have peace of mind knowing you have someone fighting in your corner.

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THE

HOTALING

DIFFERENCE

Our clients come to us with diverse insurance needs, and we know a one-size-fits-all approach just won’t cut it. That is why we pride ourselves on being a full-service insurance company that partners with our clients every step of the process. We understand risk profiles are dynamic and can evolve as assets grow, which is why we work closely with our clients and their trusted advisors to design customized programs that offer long-term protection. Our mantra is “Together We Win,” and we believe that by collaborating with our clients, we can ensure their insurance needs always stay in sync with their evolving fiscal landscape.

THE HOTALING HUB APP

Get 24/7 convenient access to your Property & Casualty policy documents using our mobile app, Hotaling Hub. Using the app, you can quickly and easily do the following:

• View your account balance

• Request policy changes

• Pay your invoices

• View your policy information

• Report and track claims

Download the Hotaling Hub app from the app store on your mobile device to register your account today.

TESTIMONIALS

TEST 1

“Because of past experiences, I was skeptical and thought all insurance brokers were alike but I have been very impressed with the services we have received from Hotaling Insurance Services. Their response time is immediate and their solutions are effective. They are easy to contact, work with and I am very appreciative of them because I now have less on my plate to worry about. Thanks for going above and beyond!"

ANAILY REYES
Biedermann Motech, Inc.

TEST 1

“Hotaling Insurance Services took over our Employee Benefits program as our agent 3 years ago. Words cannot express how happy we are with the level of service, care and commitment we have received while working with them. The entire team goes above and beyond, making sure both we as their client, and our employees, are well taken care of. Always a pleasure to work with and we highly recommend them!”

THUNDER ELECTRICAL CONTRACTORS, INC.

TEST 1

"The team at Hotaling have been a trusted partner for over a year. They are responsive, reliable, and consistently go above and beyond to meet our changing needs. We have been very happy with the great client service they continue to provide.”

ROBERT PARKS
Atlas Search

TEST 1

"My company has been doing business with Hotaling for the last four years. We have been extremely pleased with their professionalism, rapid response time and hard work in providing the best quotes for our needs. The staff is very courteous and knowledgeable in the industry. It is a pleasure to work with them."

FRANK HURBAN
CWC Contracting Corp

TEST 1

“I came to use Hotaling Insurance Services through an introduction and recommendation. The promise was to make my insurance portfolio easier to use and more complete in the coverage. Prior to working with Alexa, it was such a complex package of products and services, it was impossible to see where the gaps were, not to mention the constant headache of being billed for unidentifiable coverage! After a short time of working with Alexa and the team at Hotaling they put together a comprehensive package, at a very competitive price. As a team we are comfortable with the Portfolio and the risks I am insuring against. The most remarkable thing is Alexa and team are such a pleasure to work with, I don't put off the call when we add or change our coverage. This lowers our risks and saves us money.”

ALAN HARDEN

TEST 1

“Trust is the cornerstone of all relationships, sadly trust cannot be freely given and that's why risk management is required. Due to speed, reliability, consistency, and most importantly foresight we at Clubhouse Private Wealth are extremely thankful for having found the partner with which we trust all our clients' risk management needs. We toast our celebrated partner Hotaling Insurance Services.”

DANIEL HERRERA & NANDY SERRANO

Clubhouse Private Wealth

TEST 1

"Dan DiLella has been my go-to source for advanced insurance strategies for significant clients for years."

LARRY A. TURNER
CT&W

TEST 1

"I have worked with Bobby Hotaling and his group for over 15 years, almost on a daily basis. Bobby's attention to detail, client service, and responsiveness is unmatched in my experience. I recommend him wholeheartedly and without reservation."

MARK SEELIG
Meister, Seelig & Fein LLP

TEST 1

“I have now been a client of Hotaling Insurance Services for close to 3 years and stating that I could not be happier with the services offered is a huge understatement. My work with Megan, Kelly, Dan, Joanna and the entire team has been invaluable. Working with this team has given me comfort and assurance of knowing that they are always working with my best interest in mind. I highly recommend Hotaling Insurance Services to anyone looking for excellent service, professionalism and a level of high quality expertise.”

Owner, Bethany Newell

HOTALING INSURANCE SERVICES

A RISK MANAGEMENT FAMILY OFFICE