Why Weiser?

 

  • PREMIUM UNDER MANAGEMENT

    +$15,000,000

  • FAMILIES & BUSINESSES PROTECTED

    +4,000

  • TOP 10 AGENCY IN CALIFORNIA

    #1 in Santa Barbara

Awards & Recognition

  • PRESIDENTS COUNCIL

    Top 1% since 2017

  • TOPPER CLUB

    TOP 6% since 2015

  • BEST SMALL BUSINESS FINALIST

    Santa Barbara Chamber of Commerce, 2019

  • INC.COM BUSINESS ARTICLE

    Managing Partner Nick Weiser discusses the pros and cons of buying a business. Read Article Here

  • A thoughtful, thorough, knowledgeable and very professional team led by Nick and Kelly, we couldn’t be happier! Been with another national carrier for more than twenty years and they were not so neighborly so we searched until we came across the Weiser team and should have switched to Farmers a long time ago. Thank you!

    — John B

  • Great work. Immediate responses. I am very impressed with the Weiser agency.

    — Margaret L

  • Working with the Weiser’s has been an incredibly smooth & easy experience! I was updated & informed every step of the way. Kelly made it simple for me get the coverage I needed & worked with my crazy/busy schedule to review all the details & get me set up as soon as possible. Nick & Kelly are warm, personable, & very intelligent. I know they truly have my best interest in mind & I appreciate that! Very happy & also have the coverage I needed that I couldn’t get elsewhere! Thank you thank you!! Great work. Immediate responses. I am very impressed with the Weiser agency.

    — Alyssa D

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  • A perfect experience: quick and efficient response to my call for home owners insurance for my new condo, with closing scheduled in three days, and helpful guidance in deciding what coverage was appropriate for my situation.

    — Donald P

  • Marybel was very helpful and very attentive to all my questions.

    — Rosa M

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  • It was a pleasure to meet Nick. I had a limited time frame to see Nick and he made sure that I was able to get all things accomplished in a short amount of time. Decisions on changes were easy to make when provided with concise information. I would also like to commend Gabi, who I have worked with for years. I have developed such a trust with her. Thanks for all that you have done for me over the years.

    — Harold B

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  • Veronica was so helpful and kind throughout the process. One of the best customer service experiences I’ve had!

    — Geena S

Why Weiser?

Local. Trusted. Family Owned.

At The Weiser Agency, we understand the importance of building strong relationships and providing exceptional service. Our clients often find us through another trusted advisor. We work in a team environment. This approach is not only in concert with our clients’ other advisory relationships but is also a welcome break from most insurance brokers who tend to favor a call center approach, or delegation, after the initial engagement.

 

our process

1. RESEARCH

In conjunction with our client’s advisory team, we ask questions to analyze risk tolerance and susceptibility to loss.

2. EVALUATION

We evaluate whether or not the present insurance program adequately protects against the risk of financial loss. When we start to work with new clients, we often find serious coverage gaps and an insurance program that does not reflect the client’s circumstances. 

3. RECOMMENDATIONS

We make recommendations to both improve coverage and, in many cases, reduce the overall cost of insurance. The end result is a well-thought-out insurance program designed to preserve the value of our client’s assets in the event of a loss.

4. PERIODIC UPDATES

Over time, we revisit the insurance program to ensure that it is keeping pace with past or planned lifestyle changes (new purchases, home remodels, children, liquidity events, etc.) and make course adjustments if necessary.

5. COMMUNICATION

An open dialogue throughout the year is the best way to avoid surprises down the road.

Trust Our Experience to Protect All You Love

With our local offices in Santa Barbara and the Channel Islands Harbor, The Weiser Agency is privileged to protect thousands of families and businesses.

Our dedication to exceptional service and expertise has earned us the prestigious distinction of being a Presidents Council agency for the past 3 years.

This recognition places us in the top 1% of all Farmers Insurance agencies nationwide.

Let’s have a conversation!