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 Team

Andrea B. McGrath

CFP® CPCU®,CRPC®, PWCA®, AAI®-President/Owner

Andrea B. McGrath


Oversees sales, marketing, and administration. Specializing in retirement income planning, education planning, employee benefits, life, health, and disability. Andrea followed in her father’s footsteps and started working in the insurance business right out of college.

- 1988 Graduate of Suffolk University with a Bachelor of Science
- 1996 Chartered Property Casualty Underwriter - The American Institute
- 2014 CFP Certified Financial Planner Board of Standards
- 2013 Medford Citizen of the Year
- Past Secretary - Medford Chamber of Commerce
- Past President-Board Member Medford Kiwanis Club
- Past Kiwanian of the Year
- Board of Corporators - Hallmark Healthcare
- MAIA member
- 2012 and 2013 Reader’s Choice Awards

Meet Andrea

Joan R. Bates

CISR®, PWCA® - Vice President

Joan R. Bates


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.

Daniel J. Bates III

CPIA®, CRIS®, PWCA®-Producer

Daniel J. Bates III


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.

What Our Clients Are Saying