Andrea L. Bates, CPCU,CRPC

Specializing in Retirement Planning: Educational Planning; Disability-Life-Health sales group or individual; Administration

1988 Graduate of Suffolk University, Boston Ma

1996 Chartered Property Casualty Underwriter-The American Institute

Board of Directors Medford Chamber of Commerce

Past President-Medford Kiwanis Club

Board of Corporators-Hallmark Healthcare

MAIA

Caroline M. McAllister

Caroline started her sales career in banking and made the crossover into insurance about 5 years ago. She brings over 15 years of sales experience and a fresh approach to working with clients on the various coverage needs. Caroline will come to your home or business and provide a free "no obligation" insurance analysis of your current coverage and make recommendations utilizing a risk management approach.

Daniel J. Bates III, CPIA

Dapper is a Property-Casualty broker who has been in the business for over 10 years. He will come to your home or place of business and perform an on-site risk management analysis of your entire insurance program whether it be personal or commercial.

Joan R. Bates, CISR

Property Casualty Manager-Personal and Commercial Lines

Joan is our in-house property casualty broker and has been for over 20 years. She can assist you with your personal and commercial insurance program. She will perform a risk management analysis on your auto, home, boat, business or any other policy that you may have. She will assess your needs; recommend appropriate coverage; put that coverage in force and monitor your insurance program as it changes over time.