The Whitlock Group was founded on the principle that every business should have three main advisors: Legal, Accounting, and Risk Retention (insurance & risk management). Why would you build a profitable business and not protect it correctly?

We are an insurance agency specializing in medium to large businesses with a unique process, which provides lower pricing with broader coverages.  We complement our insurance products with risk management services.  As a “Risk Manager” on retainer, we don’t charge our clients for these services, which have proven to control premiums, help clients secure contracts and grow their businesses, lower claims activity, identify and address uninsured perils, and negotiate insurance coverages and premiums.  

Our personal insurance division offers comparative quotes from over 7 different A-rated insurance companies.  Our mix of companies have proven to be a competitive option to the online captive insurance companies, but we include professional and personal service.  Our staff has over 30 years of combined experience and are committed to helping clients find the best coverage options at the right price points from a variety of carriers.

We have carefully selected a group of insurance companies that believe in our philosophy. We purposely do not represent a large group of carriers as it prevents us from building close relationships, which allows for more efficiency when negotiating.  However, we can and do write insurance nationally and globally.

Our service model is simple; “What would we expect if we were the client? Honesty, accuracy, and promptness.” Our four core values—humility, integrity, team player, and solution-minded—provide the guidance for our service model so that we meet and exceed client expectations with every interaction. We are your insurance partner and advocate and are here to help.