Client login

Your renewal starts 120 days before it’s due.

Concierge is an independent insurance brokerage in West Linn, Oregon. We shop multiple carriers for your business and family, then run every renewal, certificate and claim through our own client portal.

See how renewals work

Independent, not tied to a carrierSee what we earn(360) 300-2921

Sample data. Carrier names are placeholders.

Inside the client portal
  • 15-step renewal manager
  • ACORD 25 certificates
  • Proposals with 3-term premium history
  • Claims tracking
  • Policy documents in SharePoint
  • Outlook reminders on schedule
  • Loss history
  • Vive life quoting

On demand customer service.

You get a login to the same portal our team works in. Pull an auto ID card at the counter, check who holds your certificates, add a driver or report a claim, at any hour.

Certificates and holders

See every certificate holder on file and request a new ACORD 25 for a job site or landlord. We issue it from your live policies, with every insurer letter filled in correctly.

Larkspur Development LLC
Additional insured · GL, Auto, UmbrellaIssued 10/26
Town of Cedar Hollow
Workers' comp waiverIssued 10/26
Bramblewood Logistics Park
Landlord · PropertyIssued 10/26

Auto ID cards on your phone

Every vehicle’s ID card, current for this policy term, ready to show or print.

2024 Ford Transit 250DownloadVIN ••••4471 · Unit 12Commercial auto · 03/01/2026 – 03/01/2027
2022 Freightliner M2DownloadVIN ••••0937 · Unit 7Commercial auto · 03/01/2026 – 03/01/2027

Vehicles, drivers and equipment

Check what is scheduled on your policies, and add or remove drivers, vehicles and equipment. We confirm each change with the carrier.

MRMaria RuizDriver · MVR clearApproved
JTJames TranDriver · added todayPending
EXCAT 308 excavatorEquipment floater · $142,000Scheduled

Report a claim in minutes

Report it from the portal. We take it to the carrier, follow the adjuster and post every step where you can see it.

Proposals you can compare

Every renewal ends in a proposal: each carrier side by side, with your premium history over three terms.

Every document, filed once

Policies, endorsements, applications and loss runs live in one folder per policy term.

2026–2027 · General Liability2026–2027 · Commercial Auto2026–2027 · Workers’ CompLoss runs · last 5 years

Sample data.

A better way to do insurance.

Most surprises at renewal come from starting late. Our renewal manager opens every case 120 days before expiration and walks it through the same fifteen steps, so nothing waits until the week before.

Day 120

Understand your needs

We confirm your profile and meet before anything goes to market.

  1. 1Confirm your portal profile
  2. 2Prepare renewal applications
  3. 3Schedule the pre-renewal meeting
  4. 4Review applications and strategy with you
Day 100

Review your coverage

Your documents and loss history become the submission carriers see.

  1. 5Collect your documents
  2. 6Pull loss history
  3. 7Build the marketing summary
Day 85

Shop the market

We send one complete submission to every carrier that fits, then compare.

  1. 8Send submissions to carriers
  2. 9Review quotes and request changes
  3. 10Build your proposal
  4. 11Present the proposal
Day 30

Bind and stay on it

Coverage is bound, filed and sent before your expiration date.

  1. 12Bind coverage
  2. 13Update state licensing boards
  3. 14Send you binders and payment links
  4. 15Send renewal certificates

Reminders go to you and to carriers on a business-day schedule while we wait. You can follow the same timeline from your dashboard.

Carriers and wholesalers we place with
  • Western National
  • Cincinnati Insurance
  • SAIF
  • EMC Insurance
  • Liberty Mutual
  • Risk Placement Services (RPS)
  • Philadelphia Insurance Companies
  • Progressive
  • CRC Group
  • Berkley Management Protection
  • Berkley Aspire
  • CNA Surety
  • Texas Insurance Company
  • Amwins
  • Travelers
  • NCCI
  • CNA
  • AmTrust Financial
  • CCI Surety
  • RT Specialty

What do you need to cover?

Commercial programs for businesses, and personal coverage for the people who run them.

Business insurance

Comprehensive commercial coverage for business owners, startups and growing companies.

  • General liability & property
  • Workers' comp
  • Professional (E&O)
  • Cyber
  • Commercial auto & fleet

Personal insurance

Coverage for families, individuals and high-net-worth households.

  • Home & renters
  • Auto
  • Umbrella
  • Valuables & collections
  • High-net-worth

Life & financial protection

Quote life online →

Protection for families, executives and business owners.

  • Term & permanent life
  • Disability income
  • Long-term care
  • Key person
  • Buy-sell

Risk management & advisory

For growing businesses and complex risk profiles.

  • Coverage gap review
  • Claims advocacy
  • Policy optimization
  • Industry consulting

Built for results.

Founded by an insurance professional and business owner, Concierge Insurance Group was built on a simple belief: business owners deserve better from their insurance broker.

We put your business first, not commissions. As an independent agency, we work with multiple insurance carriers to find the right coverage for your risks, your goals, and your budget. No carrier loyalty. No hidden agendas. Just honest advice, clear options, and insurance built around your business.

Transparency

You see what we see: your policies, quotes and renewals in the same portal our team uses, and what we earn before you sign.

See what we earn →

Continuous improvement

We build our own tools and ship improvements every week, so each renewal runs better than the last one.

See the client portal →

See exactly what we earn.

Broker commission is built into most premiums, usually 7 to 15%. Use the calculator to see what you pay for, and decide whether the work behind it is worth it.

  • See exactly what we earn as brokers.
  • If the value doesn’t match the price, we’re happy to talk.

Open the full calculator

From $5K to $1M
Industry range 7 to 15%; 15% is common on commercial lines
Commission per year$14,400
Goes to coverage$105,600

Clients who switched, in their own words.

From business owners and executives who moved their insurance to Concierge.

“We were hit with a nearly $500k rate increase with no warning and no options, presented to us just the day before renewal. The Concierge team took the time to understand our needs, found us a great rate, and made sure all our coverage requirements were fully met, even under a compressed timeline.”
General ManagerWarehousing company
Increase proposed$500k
Saved with Concierge$300k

“I learned more from Concierge in two weeks than from my previous broker in seven years. They secured coverage for our company in less than a week when we had been working on it for months.”

Executive Director, social services company

“We saved money and got better coverage from the Concierge team. I highly recommend having them do a review.”

General Manager, franchised auto dealership group

“Concierge Insurance Group got me what I needed when nobody else could.”

Owner, steel distribution company

“I am much more confident in my coverage after switching to the Concierge team. The transition was smooth and seamless.”

CFO, commercial contractor

“Concierge listens to what I want and then delivers. My previous broker couldn't accomplish what seems to be pretty easy at Concierge.”

President, construction company

Questions we answer before you ask.

Still unsure? Call (360) 300-2921 and talk to a broker.

How do you get paid?

Like most brokers, we earn a commission from the carrier, built into your premium. It is usually 7 to 15%. We show you what it is, so you can judge whether our work is worth it. Try the calculator.

Can I switch to Concierge in the middle of my policy term?

Yes. You sign a broker of record letter, and once the carrier accepts it we take over servicing your current policies. Your coverage and price stay the same until we review them with you.

What happens when I have a claim?

Report it in the client portal or call us. We take it to the carrier, follow up with the adjuster and post every step in the portal, so you always know where it stands.

What can I do in the client portal?

See your policies and documents, download auto ID cards, check certificate holders and request new certificates, add or remove drivers, vehicles and equipment, report claims and follow your renewal.

Which carriers do you work with?

We are independent and place coverage with more than 20 carriers and wholesalers, including Travelers, Liberty Mutual, CNA, Cincinnati Insurance and SAIF. That lets us compare the market instead of selling one company's product.

When does my renewal start?

120 days before your policy expires. That leaves time to review your coverage, shop the market and present a proposal well before the deadline.