About Our Agency

Pleasanton Valley Insurance (PVI) provides comprehensive insurance options.

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We are your trusted independent insurance agency.

Your family, your business and your possessions are all important to you, but you may not know how to best protect them. We have the experience to navigate the unique risks you face, serving as your insurance advisor.

PVI Group was established in 1992, as an independent, client-focused commercial insurance brokerage. We proudly serve business and employee benefits coverage solutions to those of Pleasanton, all of California and across the globe.

Through our successes, our volume has provided an industry clout and the ability to work with local, national and worldwide clients. As members of United Valley Insurance Services, Inc., we account for over $1 billion in premiums. We are large enough to compete with any national brokerage, but still small enough to provide the customer service that has attributed to our success.

We are driven to find the best insurance coverage for your business. Whether you need Cyber Liability, EPLI, Errors and Omissions, Workers’ Compensation, General Liability, or any other coverages, we are happy to help source a custom program that fits your needs. With many long lasting carrier relationships, the consistent outcome for our clients is a long term, maximum credit result.

Our integrity, aggressive customer advocacy, and risk management philosophy all contribute to the reputation and relationships we have built over the years. As your insurance advisor, we help you make smart decisions—protecting you from the unexpected and planning for the predictable.

PVI is not like other insurance brokers.

We are driven to exceed our client’s expectations and operate every day on four basic principles:

Exceptional personal service in every interaction

We answer every phone call with a pleasant “live” greeting, every time and have a four (4) hour response time for certificates of insurance.

Integrity is a big part of our operations

Our philosophy is “work in an open environment.” Integrity means doing what’s right, every time, with clients, with our insurance partners, with the public. Our reputation is cherished.

We work hard for our clients

We aggressively advocate for client protection. Time and again, we pick up the ‘dropped ball’ by our competitors, and turn frustrated business owners into satisfied clients.

Community involvement and support

Through our personal actions, and company commitments, we support the communities in charity work, involvement with local schools, mentoring, and direct support for those in need.
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Integrity

As an independent insurance agency we have great honest relationships with many well-known, reputable insurance companies.

Service

Our insurance advisors have a strong passion for insurance and protecting what you value most in business and in life. We treat our customers like family.

Relationships

Our insurance advisors serve as your advocate from selecting coverage through filing a claim, and provide protection for every aspect of your business.

At Pleasanton Valley Insurance (PVI), our mission is very simple. We strive to provide a true, concierge client experience which is unique in the insurance industry. We give clients the power of choice from top-rated national and regional insurance carriers.

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As an independent agency, we offer multiple options at competitive prices.

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