Business Details
31 Years
experience
Your Trusted Insurance Partner in Hauppauge, NY
Founded in 1995 by Joseph and Cathy Monteleone, our agency operates with a steadfast commitment to ensuring no individual or business faces loss without proper protection. With over three decades of combined experience, we leverage cutting-edge technology and partnerships with multiple carriers to deliver customized insurance and financial strategies. Our approach blends the personalized attention of a boutique firm with the robust resources of a large enterprise, prioritizing value, cost efficiency, and elite service. We specialize in aligning coverage with clients' evolving needs across life milestones, backed by a team of experts dedicated to safeguarding what matters most.Our deep roots in Long Island, Westchester, and New York City enable us to provide localized insights while maintaining national standards of excellence. Client testimonials highlight our ability to streamline complex insurance processes, from workers' compensation to employee benefits, ensuring peace of mind for businesses and families alike. This philosophy has fostered decades-long relationships, reflecting our core principle: clients succeed when they feel genuinely understood and supported.
Services
Workers Compensation Insurance
Business Owners Insurance
Commercial Auto Insurance
Cyber Liability Insurance
Employee Benefits
Home Insurance
Auto Insurance
Medicare Insurance
Contractor Insurance
Restaurant Insurance
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of experience in commercial and personal insurance sectors
- Our team provides unbiased advice through partnerships with multiple carriers
- We specialize in industry-specific coverage for manufacturing, real estate, and hospitality
- Our advisors hold specialized certifications in workers' compensation and employee benefits
- We maintain 24/7 accessibility for urgent client needs through appointment scheduling
What people say
Personal attention
Great service
Comprehensive coverage
Competitive rates
Quick claims processing
Services
Workers Compensation Insurance
Protect your business with tailored workers' compensation insurance covering medical expenses, lost wages, and legal liabilities. Our policies address industry-specific risks while complying with state regulations. Clients receive proactive risk management guidance to minimize workplace incidents and control premium costs.
Business Owners Insurance
Comprehensive protection combining property and liability coverage for small to mid-sized businesses. Customizable policies safeguard against common risks including property damage, business interruption, and third-party claims. Designed for industries ranging from manufacturing to hospitality with flexible endorsement options.
Employee Benefits
End-to-end benefits administration including health insurance, retirement plans, and voluntary benefits. Our PEO services simplify HR compliance while offering competitive group rates. Employers gain access to dedicated consultants for plan design, employee enrollment, and ongoing regulatory support.
Commercial Auto Insurance
Specialized coverage for business vehicles including liability, collision, and cargo protection. Policies accommodate diverse fleets from delivery trucks to service vehicles with options for garagemkeepers liability and roadside assistance. Risk management resources help reduce accident-related costs.
Cyber Liability Insurance
Modern protection against data breaches and cyber attacks with coverage for legal fees, notification costs, and business interruption. Our policies include proactive risk assessments and employee training resources to strengthen digital security postures for businesses of all sizes.
People
Joseph Monteleone
Managing Partner
With 30+ years in insurance, Joseph leads with strategic vision while maintaining hands-on client relationships. His expertise in commercial risk management and employee benefits drives the agency's growth and client retention.
Catherine Monteleone
Employee Benefits Manager
Catherine specializes in designing comprehensive benefits packages for businesses. Her background in HR compliance and group insurance programs ensures clients receive cost-effective, regulatory-compliant solutions tailored to workforce needs.
Brian Roeder
Insurance Advisor
Brian focuses on commercial lines with emphasis on construction and real estate sectors. His 15+ years of experience help clients navigate complex liability exposures and risk mitigation strategies.
Ali Syed
Insurance Advisor
Ali provides specialized expertise in cyber liability and technology-related insurance products. He assists businesses in developing comprehensive digital risk management frameworks aligned with evolving threat landscapes.
Charlene Ackerly
Commercial Lines Manager
Charlene oversees commercial policy administration with focus on manufacturing and wholesale industries. Her 20-year track record includes implementing customized insurance programs that adapt to clients' operational growth and regulatory changes.
Questions
What insurance products do you specialize in?
We specialize in commercial insurance (workers' compensation, business owners policies), personal insurance (auto, home, life), employee benefits, and industry-specific coverage for manufacturing, real estate, and hospitality sectors.
How can I get a personalized insurance quote?
Visit our website to access specialized quote forms or contact our Hauppauge office directly. Our advisors will guide you through coverage options tailored to your specific needs.
Do you serve businesses outside Long Island?
While based in Hauppauge, we serve clients throughout New York State and work with national carriers to accommodate businesses operating in multiple jurisdictions.
What sets you apart from other insurance agencies?
As independent agents with multiple carrier partnerships, we offer unbiased advice and customized solutions. Our team's industry-specific expertise and proactive risk management approach deliver added value beyond standard policies.
How do you handle insurance claims?
We provide dedicated claims support with direct access to our team during business hours. Our advisors assist with documentation requirements and work closely with carriers to expedite resolution processes.
Can you help with employee benefits administration?
Yes, our PEO services include full-spectrum employee benefits management, from plan design and enrollment to compliance reporting and ongoing HR support for businesses of all sizes.
Reviews (7)
Linda Roeder
Nov 23, 2021
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Great team. They write our business (group health too), home and auto insurance. Each year they shop the market place for us, and meet with us to discuss the best options.
Keith Brennan
Oct 02, 2021
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Monteleone Associates saved me over $400 on my home & auto insurance. In addition to the amazing savings, Monteleone's customer service is A+. extremely responsive and always willing to go the extra mile for their customers. Switching my coverage was effortless and I would highly recommend Monteleone Associates to anyone! -Keith B
Joanne Nallan
Aug 20, 2021
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I have been using Monteleone Associates for the past 6 years for my car and homeowners insurance. Not only are they reliable and easily accessible at any time through email or telephone correspondence, but they truly have their clients' best interest in mind at all times. Recently, they notified me of some changes that were to take place as my policies renewed. On my car insurance, the premium rate was set to increase and on my homeowners insurance the terms of the policy for certain coverages was going to change.
They immediately took action to place me with different companies to best suit my needs, as well as save me money. I cannot say enough for the wonderful service they provide and would highly recommend them!
They immediately took action to place me with different companies to best suit my needs, as well as save me money. I cannot say enough for the wonderful service they provide and would highly recommend them!
Dani Zaliha
Aug 20, 2021
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The Monteleone Associates team is great to work with! They help our business with all of our insurance needs and are always looking to add value and cost savings where they apply each year. I suggest working with them in what can be a crowded industry.
Zach Goldberg
Jul 30, 2021
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Truly appreciate all the help I received from Joe and his team. Could not have asked for a more professional experience. Would recommend to my closest friends and family!
Brian Roeder
May 18, 2021
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I highly recommend Monteleone Associates for anyone looking for a true professional in their insurance or financial planning needs. Joe brings years of experience, strategy and dedication to his clients. Reach out to them to consult as they will truly educate you.
Steve Roeder BlattBilliards
May 14, 2021
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Here at Blatt Billiards, Monteleone Associates provides excellent consultation and service for all of our insurance needs: workers comp, commercial auto, general liability, and other umbrella policies. Thank you! We were able to lower our costs, and find better value in our coverage at the same time.
