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.
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
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.
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.
Contact us and experience why Bates is a top insurance agency in MA.
Joan R. Bates
CISR®, PWCA® - Managing Partner
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®- Managing Partner
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.
Senior Account Manager
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.
Licensed Insurance Broker
Chris is a licensed broker who will bring a fresh perspective to the insurance market place. Contact Chris for a complete review of your insurance. He will work to get the best insurance package for your individual needs and budget.
Kelly Granara South
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.
I just wanted to say thank you to Joan Bates from Bates Insurance Agency in Medford for taking care of my new auto purchase. She is so professional and matter of fact. She knows her stuff. Thank you guys so much!!
Hello Ms. McGrath,
My name is David Art, I am a client of Bates Insurance. I wanted to write to you today to praise two of your employees, Joan Bates and Cheryl Powers. To be clear, Cheryl has been my agent since I moved to Medford, and Joan stepped in during her vacation to solve a time-sensitive problem. I have been dealing with complicated car insurance situations over the last few months, and Joan and Cheryl have been great to work with. They have dealt with some of my most stressed, confused days and financial losses with kindness, clarity, and honesty. I appreciate their efforts, and I want this email to cross your inbox so that you can too! Thank you
Bates Insurance - excellent advice and customer service!
Thank you Cheryl Powers for your wonderful customer service! Bates Insurance is the best agency I have worked with!