Who We Are?

Bates Insurance Agency is a 3rd generation, family-owned and operated, full-service insurance agency dedicated to providing outstanding service, one customer at a time. When you contact our office, you’ll speak with an insurance professional who’s been working in the business for more than 20 years. That member of our team will be able to address any questions or concerns you have and can also help you schedule a consultation with one of our agents.

Independent Insurer

In order to find the best combination of coverage and price, you’ll need an independent insurer like Bates Insurance Agency. At our agency, we work with dozens of insurance companies with AM Best ratings of excellent and superior. Through shopping these carriers, we can select policies that meet your exact needs. We can combine policies from multiple carriers to give you the best combinations of home, life, auto, and more types of coverage.

After we shop dozens of carriers to find you the best coverage available, our service continues through the claims process where we’ll guide you step by step; advocating your needs and addressing your concerns.

Placing Your Needs First

We provide an 800 number for your convenience, not ours. Our phones are answered by the 3rd ring, and they’re only answered by professionals who will be able to help.

We take the education of our staff seriously and we recognize that the insurance industry has moving, changing parts so our training is never complete. To stay up to date on all the latest trends and types of coverage, we attend continuing education classes on a regular basis and encourage designation attainments for all or our staff.

Our Difference

  • Superior Knowledge
  • Professional Staff
  • Superior Knowledge
  • Principled Team

Contact us and experience why
Bates is a top insurance
agency in MA.


Our Professional Insurance Agency Team

joan bates insurance agent in medford massachusetts

Joan R. Bates

CISR®, PWCA® - Vice President

Joan R. Bates

Joan@batesins.com

Property Casualty Manager - Personal and Commercial Lines

Joan is our in-house property casualty broker and has been for over 25 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.


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Daniel J. Bates III

CPIA®, CRIS®, PWCA®-Producer

Daniel J. Bates III

Dapper@batesins.com

Dapper is a Property-Casualty broker who has been in the business for over 15 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. Dapper specializes in worker’s compensation and construction risks. He’s an avid golfer who played semi-pro hockey.


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Karen Munsey

Personal Lines CSR

Karen Munsey

karen@batesins.com

Karen brings significant personal lines insurance expertise to Bates. She has over 40 years of experience in the insurance industry and is well versed in all areas of personal lines coverage. Contact Karen to find out what your options are today.


kelly granara south medford massachusetts insurance agency receptionist

Kelly Granara South

Receptionist

Kelly Granara South

kelly@batesins.com

Please welcome Kelly Granara South, our newest member of the Bates Insurance Team. Kelly is our new receptionist. She will also be helping our producers to ensure quick and efficient service. She will maintain the highest of standards that our clients expect from Bates.


What Our Insurance Clients Are Saying