Call Agency Builder Services if you are looking to buy life insurance or if you are an agent or agency looking to enhance your insurance business.
Brief company history
The company was inspired by the insurance business experience of the founders, Lorraine Williams and Steve Orr. Observing a need for their services in San Luis Obispo County and on the Central Coast, the founders combined their experience and working relationship to offer comprehensive insurance services for personal, individual agent, and insurance agency needs.
Brief Owner Bio
Lorraine Williams, co-owner and founder, began her insurance career in 2014. As the primary back office support for life insurance agents, she quickly learned the intricate insurance details that are required to provide the high-level of support needed for agents and agencies to be successful. She is dedicated to helping new and seasoned agents be successful and provide quality support for their clients.
Steve Orr, co-owner and founder, has been in the insurance business since 1980 and built a P&C agency to over $50 million in premiums. Steve has created a unique agency support platform designed to enhance business and streamline operations for local Central Coast agent and agencies.
Agency Builder Services offers services to agents and agencies that will enhance their existing life insurance business or those who want to become an agent. Our support system includes but is not limited to quotes, training, back office support, access to carriers, top-level contracts with high commissions. We also have a Service Center available to help write business for Health and P&C (Property and Casualty).
If you’re an individual or business simply looking to buy life insurance, Agency Builder Services can accommodate your needs. We are licensed in all 50 States. Give us a call for a free no-obligation quote.
With Agency Builder Services, you get:
- Access to top life, health, P&C carriers
- Licensed and appointed in all 50 states
- Higher commissions
- IMO access
- Back office support for your life applications
- Access to iPipeline and Annuity Rate Watch
- Agent tools
- Access to life, health, personal and commercial carriers
- A service center for life and health insurance and P&C business
- Personal and business compensation model with top commissions and overrides for agents and agencies
Monday to Friday 8 a.m. – 5 p.m.
Saturday by appointment
All of San Luis Obispo County and all 50 states.
License #: OM46652
“We provide the insurance coverage you need”
About Simon Lobo:
Simon Lobo started Oaks Independent Insurance Solutions, Inc. in 2018. The primary focus for the agency reflects Simon’s belief that the best way to serve the client is to develop a relationship based on trust and transparency, which ultimately benefits all concerned. Simon has been licensed since 2005, and in 2015 earned his Certified Insurance Counselor Designation.
About Shelli Maldonado:
Shelli Maldonado has been in the insurance industry since 1994. She has worked on both the agency side and the underwriting side for a large insurance carrier in Southern California. She moved to Paso Robles in 1998 and has continued to work in the insurance industry, specializing in Contractors and Restaurants insurance. She has a strong work ethic and thrives on customer service and catering to her client’s needs.
Workers Compensation, General Liability, Commercial Property, Commercial Auto, Excess Liability, Farm Insurance, Contractors, Cyber Liability, Errors & Omissions ,Directors & Officers, Key man Life Insurance
Homeowners Insurance, Renters Insurance, Landlord Insurance, Automobile Insurance, Flood Insurance, Earthquake Insurance, Recreational Vehicle Insurance Life Insurance, Disability and Long Term Care, Umbrella Insurance
Services Offered: Personal Insurance, Business Insurance
Company Founded: 2018
Language Spoken: English
License Number: 0M59473
Phone Number: (805) 238-6059
Fax Number: (805) 239-9618
Payment Types: Checks, Financing, Visa, MasterCard, American Express
Tuesday:8:00 am-5:00 pm
Wednesday:8:00 am-5:00 pm
Thursday:8:00 am-5:00 pm
Friday:8:00 am-9:00 pm
Rick Torres is a Solvang insurance agent with State Farm that helps his clients manage the risks of everyday life. His priority is to take care of the important things in his clients’ life in a friendly, caring and professional way. He offers a holistic, comprehensive approach to protecting his clients and helping them to fulfill their financial plans.
Torres provides: Insurance and financial services, including auto, home and life insurance; retirement and college planning, and business and health insurance. He also offers State Farm Bank products and Mortgage Loans.
His office is located in beautiful Solvang, California, at 540 Alisal Rd. Suite 4, on North Alisal Rd. between Mission and Maple Streets, North of Mission Santa Inez. They are open Monday- Friday 9 a.m.- 5 p.m., and Saturday by appointment.
- Auto Insurance
- Car insurance
- Life Insurance
- Renters Insurance
- Homeowners insurance
- Property insurance
- Business Insurance
- Vehicle loans
- Mortgage Loans
- Mutual Funds
- Roth and Traditional IRA’s
- College Education Plans
About Rick Torres
Rick Torres was born and raised on the Central Coast and graduated Cal Poly San Luis Obispo with a degree in Business Administration. He was a State Farm Agent from 2002-2007 and served in State Farm Management from 2007-2013. Torres is an active participant in the community, including coaching youth basketball. He is a member of the Solvang Chamber of Commerce and the National Association of Insurance & Financial Advisors.
About State Farm
State Farm first started in 1922. As of today, it has more that 65,000 employees and more than 18,000 agents that service a collective 82 million policies and accounts in the United States. State Farm ranked number 41 on the 2014 Fortune 500 list of the largest companies. They sell approximately 100 different products.
Payment Accepted: Cash,Check,Visa,MasterCard,Discover,American Express,Financing
License Number: CA-DBO1073205,0D33096 – NMLS#: 139716
Providing competitive insurance quotes for small groups and individuals in Paso Robles, CA through Anthem Blue Cross. As an Anthem Bluecross provider, Callie L. Fisher Insurance Services Inc. makes sure you receive Quality Personal Service for all your health insurance needs.
Rick Goree – State Farm Insurance Agent located in Paso Robles is a full-service, local, trustworthy insurance agency specializing in auto insurance, home and renter’s insurance, life insurance, long-term care insurance. Accessible, involved, knowledgeable, licensed, friendly, and detail-oriented.
Rick Goree is an insurance agent who is accessible and involved. He encourages regular policy reviews to be sure each client’s receives the coverage and options that work best for him or her. Clients enjoy working with the people in Rick’s office because they are knowledgeable, licensed, friendly, and detail-oriented. Rick’s business is personal: he develops a level of trust with each client, and works to establish meaningful long term relationships. Insurance is in the family blood: Rick’s father is a retired State Farm Agent, and his brother is also an agent.
“I met Rick Goree at the Paso Robles Rotary Club. He’s a great guy. He offered me quotes on my home and cars. With the discounts he was able to get me, we saved a lot of money. He also got my a life insurance policy at a good rate, even though I thought it would be tough to get me covered. I recommend him. He’s one one the best Paso Robles insurance agents I’ve met.” – Yelp User
- Auto Insurance
- Home And Renter’s Insurance
- Life Insurance
- Long-term Care Insurance
- Disability Insurance
- Business Insurance
- Commercial Truck Insurance
- Financial Services