“Our clients value their time. When we learn about their goals and objectives relative to protecting their lifestyle and financial well-being, we establish a personalized one-to-one relationship you will not find in internet portals, direct providers, automated services or price driven shops, regardless of what they claim.” ~Jose E. Alfaro, INSURENEX-Personal Insurance Center
This month’s Client Spotlight is on INSURENEX…that’s right! It’s us! We wanted to take this opportunity to share with you something we’re absolutely excited about… March 15th marks our 18th year in business! It is hard to believe that we have been in business for 18 years! Many of you may already know the INSURENEX story; however, for those of you who aren’t familiar with how we got started, we’ve chosen to focus our spotlight this month on our own company to give those of you who are just learning about us, the opportunity to learn how we began and kept our business going for 18 years!
INSURENEX began as the fulfillment of the vision between two brothers; Jose Alfaro and Carlos Alfaro. They both began working in a large downtown law firm, immersed in the world of the legal process. Determined to stick together in partnership, the brothers started a case management attorney support service in 1993 which they operated for five years. Learning the legal process was instrumental in seeing first hand examples of events that can impact the financial stability of a family or business where people were insured and protected and the difficulties they faced when they were not. Recognizing the importance of protecting your assets responsibly, he and his brother started their agency, Alfaro & Alfaro Insurance Services, in 1997, geared towards providing asset protection using the best possible insurance products available in the market.
Maintaining their vision for an agency that provided top notch client services while supporting a lifestyle of freedom and ease, both brothers became licensed insurance agents; Jose choosing to focus his energy and expertise in the personal lines division, while Carlos channeled his abilities to commercial insurance. There was some confusion in the beginning with the name Alfaro & Alfaro. People tended to think their company was a law firm. They wanted to create a name that would be synonymous with insurance. Jose was the one who came up with “insurance” and “next,” taking off the “T” and combing the word to become INSURENEX. The new name recognizes their clients’ upper mobility and lifestyle where the NEX represents a focus on expanding every clients’ desired to protect their financial well-being. Ultimately, their company evolved into the agency they named INSURENEX. No one confused them as a law firm anymore!
Along with their mother, Irma, who serves as office manager and all around commander-in-chief, they turned this family business into a thriving venture, adding new team members and support staff, and quickly becoming a Safeco/Liberty Mutual Premier Partner. In 2001, both Carlos and Jose became recipients of the KCET and Union Bank “Local Heroes of the Year Award” for the business category during Hispanic Heritage Month. Fast forward 18 years later, to find Jose a multi-recipient of Safeco’s most prestigious award, the Award of Excellence. And Carlos, having served on the Los Angeles Convention and Exhibition Center Authority, as well as Vice President of the City of Los Angeles Quality and Productivity Commission. Committed to lifestyle of health and fitness, Jose was a finisher at this year’s LA Marathon completing his 16th marathon to date. Currently, both Jose and Carlos will participate in AIDS/LifeCycle 2015, a 7-day, 545-mile bike ride from San Francisco to Los Angeles to raise awareness and funds in the fight against HIV/AIDS. This will be the third time for Carlos and second time for Jose raising over $18,000 to benefit the non-profits San Francisco AIDS Foundation and the Los Angeles LGBT Center.
INSURENEX operates with a purpose, long term vision and commitment:
To assist business owners and families protect their assets and financial well-being from risks and liabilities by providing a consultative approach to insurance planning, coverage placement, and administration of quality insurance products.
To make a difference in the lives of people by empowering them to make informed decisions about protecting what matters to them in their lives.
1. Provide exceptional products and services to our clients is a top priority.
2. Create a fun, productive and exciting work environment.
3. Support and give back to our communities we live in.
As a client at INSURENEX, you have access to valued added value benefits and services that are exclusively only offered to our clients:
• Access to experienced and licensed insurance professionals for insurance planning
• Access to more than 50 nationally trusted insurance companies
• Savings and additional discounts when you combine and centralize multiple policies
• Ongoing assistance in the event of a claim and up to date information about the claim process
• Consulting services beyond insurance with independent practitioners in the areas of Business Entity Formation, Estate Planning/Living Trust Creation and Safety & Loss Control.
Want to learn more about INSURENEX and Jose and Carlos Alfaro? Awesome! Just take these easy steps:
1. Visit the INSURENEX Facebook page and be sure to “Like” them so you will receive their community updates and participate in their various contests.
2. Follow them on Twitter (@insurenex) and catch all the latest developments in insurance products.
3. Look them up on Instagram and keep up with their events.
4. Join us! Find an activity you can support, or join our team in any of the multitude of marathons, cycling events and other community events supported throughout the year. You can catch up with our free eNewsletter. Sign up on our website – www.insurenex.com!
To learn more, or to schedule a conference call or appointment in person, call us at 818 781 8112 or visit us at www.insurenex.com.
In the spirit of celebrating 18 years in business, we turn to our clients, insurance company partners, and friends to say simply and sincerely THANK YOU for making our progress possible and for supporting our continued growth.#TEAMINSURENEX