Our Three-Step Process

Every Prospect client we work with receives the same meticulous review and implementation process.

Assess

Review risk tolerance, Operations, exposures, revenues and Payrolls

Build

Create a custom insurance plan that fits your initial assessment

Market

Submit your account to our comprehensive list of reputable insurance carriers that we partner with to find the most affordable coverage for your insurance needs

You deserve more from your insurance representation

You deserve more from your insurance representation

The insurance industry is saturated with “sales agents”, at Sierra Oak Insurance Services Inc we try to offer more than just price and slick lip service.  We want to add value to your choice in insurance agent.  We have over 30 years’ experience in both personal and commercial insurance, and partner with an extensive list of insurance carriers.  When you call we pick up and help you through any insurance issue you might have.  We also provide same day certificates, Claims assistance and Ex mod auditing. 

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

What Determines Car Insurance Rates?

What Determines Car Insurance Rates?

Learn about the factors used to create car insurance quotes in this educational article.
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Insurance When You Marry After 40

Insurance When You Marry After 40

If you’re getting married for the first time or remarrying after age 40, life insurance is a must for you and your spouse. Read on and learn about why life insurance is a crucial part of your estate strategy.
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Who Does Survivorship Life Insurance Benefit?

Who Does Survivorship Life Insurance Benefit?

Later in life, the pros and cons of different life insurance policies are important considerations for married couples. It's vital to choose a life insurance policy that suits your unique circumstances.
Learn More

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