Meet Joan R. Bates, CISR, PWCA
Joan is our in-house property and casualty broker, and she has been with us for over 25 years. With over 30 years of experience working to meet the insurance needs of our clients, 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. She prides herself on knowing all clients by their first name!
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