Chantal was extremely knowledgeable and helpful in ensuring that we found the right plan for my specific needs and budget. She listened to what I was looking for and was able to provide me with a plan that a previous insurance agent couldn't find for me. Her caring demeanor makes her a joy to work with. Chantal is a gem in the insurance industry.
Senior Loan Officer
Bay Equity Home Loans
I am continually impressed with Chantal's dedication, knowledge, and professionalism. She gives her client's 1000% and her success shows it. Not only does she have a wide variety of products, but at a great price.... how can you go wrong?? Product+Price+Service= Chantal Rees!
Chantal has been an excellent insurance broker to work with. She's responsive in a timely manner and explains everything so we understand what we are getting for insurance. I highly recommend working with her!
As a business owner, insurance and taxes are both necessary evils. When it comes to insurance, I have to admit that I do not know as much as I probably should know considering the benefits. When I needed to purchase insurance or increase our policies, I reached out to Chantal and began the process of deciding what insurance needs I would actually need. She was very patient, understanding, and informative to all of our insurance needs. She never once tried pushing me to purchase more insurance than I needed. I can definitely say that no matter if there was a cost savings elsewhere, I will stick with Chantal and the team at Orr & Associates based solely on Chantal's ethics and attention to detail. If I could steal Chantal away and have her work for my company I would! She is that quality of a worker. Sorry Orr & Associates!!!
Director of Sales
Chantal recently helped me with an general liability insurance quote for our non-profit group. It was a very difficult policy to have an underwriter accept. She worked tirelessly, going to several underwriters at different insurance carriers. She did this in time sensitive and highly professional manner. I highly recommend Chantal.
We were having a horrible service and billing experience with our previous insurance company and Chantal came to the rescue. She consolidated and simplified our home and auto insurance policies, while providing outstanding customer service and attention to detail, making our insurance something we don't need to think or worry about.
Lauren Van Voorhis
Chantal has beyond exceeded my expectations as my insurance broker. She was recommended to me by a family friend, so I already knew she was very professional and knowledgeable. Aside from that, she has an incredible work ethic, responds to all calls, emails and questions promptly with a solution on hand. Her positive attitude, helpful nature and flawless organizational skills make it a pleasure to work with her. I would recommend her to anyone for their insurance needs.
I have been an Agent for over 32 years and have worked with some of the best Agents. Chantal Rees is one that will go the extra mile for her clients. I have been very impressed with her and her knowledge on workers comp, health and life insurance. If you're looking for a new agent give her a call you won't be sorry.
In addition to being an expert with high integrity who gets great results, Chantal is absolutely personable; always on time; creative in finding the right solution for her clients and a good value. Chantal is one of those rare individuals who is not only excellent at her job, but truly cares about her clients. She has integrity, skill and tenacity; a winning combination in any field, but especially important (and rare) in an insurance professional. I would HIGHLY recommend Chantal to anyone seeking insurance.
Real Estate Appraiser and Business Owner
Chantal helped me navigate the health insurance field last fall/winter. With her expertise, after a few months of difficulty on my own, Chantal was able to locate the best plan for me & get me signed up (no easy feat), I would highly recommend her for all insurance needs. She is very knowledgeable, thorough, and easy to work with.
Word & Brown
Chantal is very well versed in the health Insurance industry. Her attention to detail is always on point. She listens to her clients needs and able to communicate to all of her business partners to get the right solutions for that client. She is always there to help!
Dr. Robert DeMoss
San Clemente Chiropractic
Chantal has worked with me on both my personal and business insurance needs. She is very knowledgeable in all aspects of insurance, and has always made herself available when we've had questions, or have needed to make changes. I highly recommend Chantal for all your insurance needs.
Independent Commercial Insurance Broker
Orr & Associates Insurance Services
It's a pleasure to work with Chantal! I don't hesitate to recommend her to my commercial clients when they are in need of personal lines of insurance that I don't write. She's thorough, takes great care of clients, and has terrific follow through!
I was in a bit of a crisis with my medical provider and a billing complaint when Chantal suggested I contact her about my issue. Chantal took time out of her schedule to discuss it, called the representative in charge of my claim and developed a game plan to move forward in the best way possible to resolve the issue. She continues to be a source of support and I am so relieved I can count on her professionalism and expert knowledge to carry me through this ordeal. I would recommend Chantal to anyone who is need of an agent or information related to the industry.
Chantal is very knowledgeable about all insurance needs. She is always right on top of it and provides not only a good product but in a timely matter. I was so glad when I switched over.
It is with great pleasure that I write this letter of recommendation for Chantal Rees who I have known for several years. Chantal had previously worked in the insurance industry and was highly recommended to us for an opportunity to develop her career in property and casualty. In all her activities, she has been incredibly reliable and trustworthy. Her devotion to this exciting career opportunity and the development of her skills are impressive and among the highest I have witnessed in all my years. As such, it is easy to recommend Chantal Rees without any reservation.
I have worked with Chantal for a few years now and found her to be very responsive to our requests for new insurance certificates as required by the different public agencies we do business with. She is professional, courteous and serves all our needs in a prompt manner. I would differently recommend her to other clients.
I want to take a moment to express to Chantal my sincere appreciation and respect. These days it is quite rare to find somebody with such dedication and competence in providing any type of services to their clients. Chantal has shown amazing resolve in helping me and my family and friends negotiate the difficult waters of acquiring medical insurance. She has displayed a sense of understanding, clarity and confidence that greatly simplified the process of acquiring insurance. I will not hesitate to refer her to anyone I come across that is looking for insurance services. She is a true joy to work with. I cannot thank her enough.
Evolve Wealth Management
My planning process depends heavily on business partners? expertise in order for me to provide an in depth, exceptional client experience. I have absolutely no reservations sending both existing and new clients to Chantal in order to help facilitate needs in multiple areas. I am incredibly fortunate having a partner who I can rely on even without my presence. I trust her. I get nothing but exceptional feedback after my clients interact with her, and I couldn't be more impressed with her knowledge and professionalism. I am very grateful for the partnership we have established.
A-Rising Builders Inc
Chantal is one of those special people you meet once in a lifetime that sincerely cares about her customers.. it's rare to do bussiness that's as beatiful on the inside as they are on the out! Being brilliant and Serving me like I was her only customer is how I felt every time I needed anything. To say she's the best is an understatement!
Assistant Front Office Manager at Hyatt Hotels
Chantal is professional and personable at the same time. She also works very promptly and responds right away to phone calls and emails. She always follows up on new transactions and double checks that everything on my end is taken care of. I couldn't imagine changing Insurance brokers after experiencing her customer service.
Commercial E&S Insurance Broker
Chantal is a very professional retailer who knows her clients and how to fulfull their needs. Her happy and positive attitude make her a joy to work with!
Matthew D. Boone
I just wanted to take some time and highly endorse Chantal Rees. I had Mrs. Rees put together a life insurance policy for myself and my family. I was so impressed with her performance that I ended up using her for services within my business.
Chantal was professional, trustworthy, easy to talk to and overall great to work with. She did tons of research toprovide me with many reasonalbe quotes for my insurance needs. I would highly recommend her to anyone looking for help with insurance services
J. Loverin Insurance Services
Chantal has been a great asset to our team. She makes quick and efficient work of everything that is placed before her and I know I can trust her to work with our clients better than I do myself! I happily recommend her to anyone that requires her services.
HANA Resources, Inc
Chantal is a detail oriented individual and always organized and prepared. She is professional and thorough. I knew when she was handling my account everything would be taken care of.
Coral Rose Taylor
Chantal is great at researching the best insurance prices and value for me and is also excellent on following up to get the required paperwork back from me (I can be a little slow with that sort of thing). She's personable, knowledgeable and efficient. I'm so glad to have found an insurance broker I can trust, and I highly recommend Chantal to anyone who needs to buy new insurance or review their existing policies.
Nick Taylor, CPA, MBA
Karla Dennis and Associates Inc
Chantal provided me with reliable and trustworthy customer service. I felt comfortable interacting with her over the phone and in person. She responded to my requests and followed up on them in a timely manner. When she said she would do something for me, she would do it. I felt like I was in fully capable hands when she worked on my account.
Chantal has been a pleasure to work with and very professional and thorough. Highly recommended!
Simply, gets it done!!!
When Chantal recently provided me a quote for general liability, professional liability, business property, and business interruption coverage I was so delightfully surprised at the affordability of the coverage! With her access to a large pool of excellent companies offering awesome products and services, she is able to provide me stellar coverage while also getting the biggest bang for my insurance dollars! Thanks again, Chantal!
Precision Leak Detection
Chantal and Orr & Associates saved us tens of thousands of dollars on our General Liability and Auto Insurance policies. So thankful that we made the switch. Now we have more money to grow our company. Looking forward for our renewal for Workman?s Comp insurance this next year!
Vanessa Wolf, DC
The New Health Chiropractic Center
I can't thank Chantal enough for her knowledge and expertise in the commercial insurance realm. My husband and I own a Chiropractic Practice and recently changed from a sole proprietorship to a Corporation and then moved our office. Needless to say we had a lot of insurance changes and had no idea what to do or where to start! Thankfully, Chantal was able to guide us through the appropriate changes, and explain everything in a way that actually makes sense. You can tell she truly cares about her clients and puts in the time and care to make sure the whole insurance process runs smoothly. We appreciate her and her professionalism and would highly recommend her.
I recently had the pleasure of working with Chantal Rees from Rees & Rees Insurance. I had been recommended to her by a friend and I gave her a call to help with some insurance questions I had. Chantal was professional, intelligent and very efficient in helping me with my insurance needs. It was because of Chantal's knowledge of her trade that I was able to save a significant amount of money. I would definitely use her services again and would recommend her to anyone looking for a helpful and honest insurance broker.
Angie Capri Photography
I met Chantal Rees through a business networking event we're both apart of in Walnut Creek. I've had the opportunity to get to know her professionally and personally over the last couple years. I've known numerous of her clients who are always raving about the high level of service she provides and I've became a client of hers as well. Insurance can be such a tricky and dreaded process to sort through and to select which type is the best fit for you and your business needs. I had business insurance through another provider before I met Chantal, but I never had a personal connection with them or really had a deeper level understanding of what I had and what I needed (outside of my own research). So naturally, I loved sending my business over to someone who I, and so many others I know, had build a solid and warm relationship with! I love how much attention to detail Chantal offers. She is extremely thorough and her service is seamless. Her response time is also on point! As well as the education and knowledge she shares with you, to make sure you get to the bottom of every piece of the puzzle, making sure you're not over or under insured in any area. If you're searching for an insurance agent, I would highly recommend working with Chantal. I'm confident you will be in the hands of one of the best insurance agents out there! Thank you for all of your help and continued guidance Chantal :D
Giambona Law Offices
My experience with obtaining insurance with Chantal is that she was very helpful, extremely knowledgeable, very friendly, very responsive. I am happy with the service
Chantal is my first choice recommendation for a commercial insurance agent. Chantal's attention to detail regularly uncovers inconsistencies and redundancies in the insurance policies of the clients I refer. Chantal's understanding of the underwriters of commercial insurance allow her to provide a broad overview of the insurance marketplace's offerings. I am happy to discuss my experiences with Chantal in greater detail to anyone considering her services.
I have known Chantal for 2 years now, having met in our BNI Chapter, We Inspire. Although we are both in the insurance industry, we have never had any conflict and in fact, we compliment each other and our businesses well. How? Because we share a common belief to always do what's best for our clients, even if it's referring our client to the other. In all my years in the insurance industry, I have never met a more meticulous, knowledgeable and detailed oriented broker than Chantal. She really knows her stuff! I often turn to Chantal to take care of my high risk commercial clients because she has great companies to insure businesses with and she will take the time to find the best policy/coverage at the best price for our client. Her caring and honest nature is something to admire and I have full confidence when I refer to her. Chantal is not only a fantastic agent but also referral partner to all who have the pleasure of working with her.
Alexis Cole Design
Chantal went above and beyond in explaining the policies, especially helping me understand Workers Compensation. Chantal is very thorough.
Chantal was very helpful and a nice person. She got all the information I needed and was quick to respond.
Chantal was very helpful for me and my husband. She took her time in explaining the different coverages.
Premier Benefit Resources
Chantal is simply the best! She has helped me on a multiple occasions and has delivered excellent service each and every time. When there is an issue with the carrier or underwriter not delivering what they said they were going to deliver, Chantal goes into beast mode and makes sure they honor their original commitment. That's exactly what happened with one of our policies that was put in place recently. On top of the carrier and underwriter wanting additional information/documentation that clearly stated was not needed in the quote, they wanted to charge additional fees. Thankfully Chantal wasn't having it and held them accountable! She got the fees waived and the additional documents request waived. She did all this under a very small time frame that probably shouldn't have been met, but she got it done! Couldn't be happier with her service and I would recommend her to anyone!
Bank of the West
I have had the pleasure sending some of my commercial customers to Chantal for their additional insurance needs. Not only is she diligent and follows through, but the care and determination she displays with all clients are second to none and her follow up is key! She recently followed up on a customer request from 8 months ago without being reminded. Please think of Chantal when you think of commercial insurance!
Wells Concrete Works
Chantal has been a valuable asset to our business over the years. She handled all our workers comp, liability, and company vehicle insurance. She was able to find us fair rates with good companies, and was always prompt to get back to us when we had questions or needed assistance. It has been a pleasure and comfort having a true professional in our corner.
I cannot express the talent that Chantal brings to the table. The partnership that she develops with her clients is amazing. She is truly a professional and an expert in her industry. She has continuously brought value to our business with the insurance coverage she provides. I can say she treats every transaction as if it was her business. The knowledge and solutions Chantal provides is invaluable to the continuation of our business. Not only is our company fully covered in all aspects of our business, but she was able to save us money along the way. Furthermore, she will provide information about the ever-changing laws in California. She has continually shown patience and professionalism. If you want a true partner, give Chantal an opportunity to be your trusted insurance broker. Best decision ever made.
Chantal is a very organized and experienced insurance broker. She set the bar high at our first Lunch and Learn, informing the small business owners in the room about the risks of cyber fraud & how to prevent it, as well as how to be prepared in the event it does occur. Her courteous and calm demeanor made a scary topic manageable and easy to understand. Everyone left with a plan to prepare their businesses as needed to prepare in case of an attack. Her attention to detail should be noted by all others in her field as an example of how to be successful. You know you're in the right hands with Chantal!
Vervais & Associates
I have been partnering with Chantal for over 4 years now. I absolutely refer Chantal to companies as she focuses on helping companies solve their insurance issues. Chantal goes above and beyond to ensure the referral has been satisfied with her efforts in solving the insurance issues she was referred to solve. I have complete faith in Chantal's technical knowledge, professionalism and can-do attitude.
Vanessa Sisemore Insurance Agency
I'm After working in the insurance industry over 10 years along side countless agents, I can say will full confidence that Chantal Rees' comprehensive product knowledge, among the majority of reputable carriers, is incredibly vast. She has this amazing ability to ask very inquisitive questions to best understand business owners' unique situation, identify their unique risks and how to best fit for the business into the correct policy for them, is an incredible thing to witness. We recently had a client we worked with, where their company didn't necessary "fit in the box," and with commercial insurance, there are certain categories that carriers have, and sometimes it requires a creatively knowledgeable mind to fit a business into the proper policy by asking the right questions and doing her due-diligence when that business may not fit in the "box." By doing her due-diligence upfront, she mediates potential issues down the line. Chantal has a fantastic ability to see the whole picture, and properly place the best possible comprehensive policy to fit their needs as much as possible. I can say honestly, that there aren't many brokers who has such a vast knowledge across so many carriers, who will also take the time to properly understand the needs of the client, and educate them along the way.
Alexis Cole Design Inc
I began using Chantal to help me with my business commercial insurance. I was clueless on what was needed to meet the requirements for my business and she walked me through everything, explaining what I needed and why. Not only was she thorough, she was very timely making me feel like a VIP client. It has made the insurance process go so smoothly compared to any other insurance company I have been with prior. Her service was so good I have her now managing all my personal insurance needs! I highly recommend Rees & Rees Insurance, because Chantal is truly knowledgeable at her craft, patient with others, extremely trust worthy, and all around a lovely person to know!