Herzog Insurance
Pleasanton (925) 734-0530
Danville (925) 838-8395
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About Us

Our goal since the founding of our agency in 1979 has been to service the customer with better than expected service. We are committed to having a long term relationship with our clients. Some of our Personal Lines and Commercial Accounts have been with us since 1979. Our customer retention is one of the best in the industry. Not wanting to limit the services offered, Herzog Insurance Agency is comprised of four different departments:
 
  • Personal Lines Department: We service the Auto, Home and Umbrella needs of our clients. Need an Earthquake Policy to protect the equity in your home or a flood policy to protect your property, we can provide that coverage. If you own a motor home or recreational vehicles we can help there also.
  • Commercial Department: We service the insurance needs of Business Owners. Recently our agency was recognized as the #2 Commercial Agency with Farmers Insurance out of 15,000 Agencies nationwide for Excellence in sales and service. If it’s General Liability, Workers’ Compensation, Commercial Vehicle Insurance or a Fidelity Bond we can meet your insurance needs. Our commitment to our business owners is one that is taken very seriously from the issuing of Certificates of Insurance to Claims follow up.
President’s Council. We are recognized by Farmers as one of their top agencies, and have earned this recognition 11 out of the past 12 years. It is a recognition from Farmers that is given to only the top ¼ of 1% every year out of 16,000 agents.

Life and Financial Services Department: We help provide the financial security for our clients through a wide selection of term and permanent life insurance products including Universal Life products. Whether you need to roll over an old 401k account, open and IRA, a College 529 Savings program, or have some financial questions we can help. Our office provides free financial checkups to help you plan for the future.

CAHU, the California Association of Health Underwriters, is an organization that is made up of Health Insurance Professionals. Linda Rose Koehler our Health Insurance Specialist is the current State President. Membership in this organization is over 2,100 Health Care Professionals. Agency Owner Bob Herzog has been the Vice President of Finance for the past 3 years. We service the Health Insurance needs for over 80 companies.
 
Health Insurance: Whether your need is an individual plan for yourself or family or need a health insurance program for your company, we can provide numerous solutions with different companies. We represent the leading Health Insurance carriers, whether it’s a PPO or HMO plan or both, we can help you select the plan that fits our budget and needs.  

Community Service & Charities
Without the local community, our agency would not be here. Giving back to the local community has always been something we take very seriously. Read more about our involvement in Community Service and Charities.
 
Meeting your insurance needs for your family and business along with your service expectations is very important to us at Herzog Insurance and Financial Services. Our agency growth, success, and reputation depends on it. Thank you for your business.

Pleasanton


235 Main Street
Pleasanton, CA. 94566

Phone: (925) 734-0530
Fax: (925) 892-7969

Danville


551 Sycamore Valley Road West
Danville, CA 94526

Phone: (925) 838-8395
Fax: (866) 265-4282