Business Details
50+ Years
experience
Your Trusted Independent Insurance Partner in Concord, MA
Founded in 1907, we are an independent insurance agency dedicated to providing comprehensive property, casualty, life, and benefits insurance solutions. Our team prioritizes personalized service, working closely with clients to tailor coverage that minimizes risk while maximizing value. With a deep commitment to community engagement, we partner with local organizations to support shared missions.Our decades of experience, combined with a focus on transparency and client education, ensure clients receive the right protection at competitive prices. Testimonials highlight our responsiveness, expertise, and the trust weve built over generations.
Services
Personal Insurance
Business Insurance
Executive Benefits
Employee Benefits
Home Insurance
Auto Insurance
Umbrella Insurance
Cyber Liability
Workers Compensation
Life Insurance
Details
- Year established: 1907
Highlights and features
- We offer over 100 years of experience in personalized insurance solutions.
- Our team provides 24/7 client support for urgent insurance needs.
- We specialize in customized risk management strategies for local businesses.
- Our community partnerships ensure deeper understanding of regional needs.
- We guarantee competitive pricing through a network of top-rated carriers.
What people say
Best agency I've ever used
Knowledgeable about policies
Helpful always
Local brokerage benefits
35 years of service
Services
Personal Insurance
We provide tailored personal insurance solutions including home, auto, umbrella, and life coverage. Our policies protect clients' assets while adapting to unique needs and budgets. With specialized options like high net worth insurance, we ensure comprehensive protection for individuals and families.
Business Insurance
Our business insurance services include BOPs, cyber liability, workers' compensation, and directors' liability coverage. We assess industry-specific risks to design cost-effective plans that safeguard assets and ensure operational continuity for businesses of all sizes.
Executive Benefits
We offer executive-focused benefits like supplemental disability, excess liability, and long-term care insurance. These plans help retain top talent by providing high-value, customizable benefits that align with corporate goals and executive needs.
Employee Benefits
Our employee benefits services include health insurance, dental, life, and voluntary plans. We assist with plan design, compliance, and cost-saving strategies like healthcare coalitions, ensuring competitive benefits packages that support employee well-being and employer objectives.
Cyber Liability
We provide cyber liability insurance to protect businesses from data breach expenses. Our policies cover legal fees, notification costs, and reputational damage, with risk assessments to strengthen cybersecurity preparedness and regulatory compliance.
People
Cato Anderson
Managing Partner
Cato Anderson leads strategic operations with decades of insurance expertise, ensuring client-focused solutions and community-driven initiatives.
Tim Gibson
Managing Partner
Tim Gibson oversees agency growth and client relations, leveraging extensive industry experience to deliver tailored insurance strategies.
Shawn Allen
President/CEO of McWalter Benefits Group
Shawn Allen directs executive benefits programs, specializing in innovative solutions for corporate leadership and employee welfare.
Katy Connell
Chief Financial Officer
Katy Connell manages financial operations, ensuring fiscal responsibility and transparency in all agency services and client interactions.
Michelle Roselli
Chief Operating Officer
Michelle Roselli oversees daily operations, streamlining processes to enhance client service efficiency and team collaboration.
Questions
What types of insurance do you offer?
We provide personal insurance (home, auto, life), business insurance (BOPs, cyber liability), executive benefits, and employee health programs.
How do you help businesses manage risk?
We assess industry-specific risks and design customized plans, including cyber liability, workers' compensation, and liability coverage.
What are executive benefits?
Executive benefits are specialized insurance plans for leadership, including supplemental disability, excess liability, and long-term care coverage.
Do you support local community initiatives?
Yes, we actively partner with local charities and organizations to support community development and outreach programs.
What is your claims process?
File a claim via our website or contact your agent directly for prompt support and resolution.
Reviews (2)
Ryan
Dec 18, 2020
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I had been with my previous insurance agency for years, just accepting what I had. By chance I had Jeff Cormier review my auto and homeowners policies and he found a few holes in my coverage that could leave me open to some potential risks. Long story short, he plugged them and gave me a complete solution for coverage - even shopping numerous other providers to find me the most competitive rates.
All this with fantastic communication. There truly is a benefit to using a local insurance brokerage agency that you won't get at the big discount insurers and for that reason I whole heatedly recommend McWalter Volunteer insurance.
All this with fantastic communication. There truly is a benefit to using a local insurance brokerage agency that you won't get at the big discount insurers and for that reason I whole heatedly recommend McWalter Volunteer insurance.
Maura Smith Shufeldt
Apr 17, 2018
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McWalter Volunteer is the best agency I've ever done business with. They always answer the phone and are very knowledgeable about the policies they offer. You can't go wrong with choosing them to be you insurance agent.
