Welcome to Berg Insurance Agency

Berg Insurance Agency, Inc. has proudly provided Southern California Residents, Association Managers, Board Members and Business Owners with honest, people-first services for over 35 years.

We provide the highest level of service to our clients by providing them with the essential education needed to help them make the best choice for their insurance coverage. 

We provide Community Association Managers with :

     -Lunch and Learns 
     -Management Training Seminars

Association Board Members with: 

     -Board Insurance Essentials Seminars

Homeowners with:

     -Annual Meeting Question & Answer Sessions
 
and our Personal Lines Clients with:

     -One-on-one meetings designed to educate and make them feel comfortable and knowledgeable about their coverage.

We also provide Builder/Developers with:

     -Same-Day quotes for DRE Budgets
     -Course of Construction/Builders' Risk Policies
     -Easy tracking of Phase Increases
     -Easy transition to the HOA Insurance Policy

We are active on the Education Committees of CAI’s Orange County, San Diego, Greater Inland Empire and Los Angeles chapters to help promote the positive effects of education.

We are proud members of CACM, CAI Orange County Regional Chapter, CAI San Diego Chapter, CAI Greater Inland Empire Chapter, CAI Greater Los Angeles Chapter, and CAI Bay Area Chapter, and are active on ten committees and one Board of Directors. Our very own Kimberly Lilley was named Rising Star of the Year in 2007 for her work with the CAI Greater Inland Empire Chapter, and received the President’s Award for 2008 as well as the Member of the Year for 2008 in the San Diego Chapter

Berg Insurance Agency is dedicated to Providing Community Associations with Insurance Solutions that work for them!            .


CAI-CLAC's SPOTLIGHT ON KIMBERLY LILLEY

January 17th, CAI-GRIE Luncheon

11:00 am, Riverside Convention Center
Who to look for? Kimberly Lilley & Marianne Pick
                                  
January 19th, CAI-OC Luncheon
11:30 am, Irvine Marriott

Who to look for? - Michael Berg, Marianne Pick & Kimberly Lilley

January 20th, CAI-GRIE Hockey Game
6:00pm, Citizen's Bank Arena Ontario
Who to look for?  Kimberly Lilley & Marianne Pick

November 17th, CAI-GRIE Luncheon
11:00 am, DoubleTree Ontario
Who to look for?  Marianne Pick

December 2nd, CAI-GLAC Holiday Happy Hour
4:00 pm, Bel Air Crest Country Club
Who to look for?  Kimberly Lilley

December 6th, CAI-OC Holiday Toy Drive
5:30 pm, Andrei's Irvine
Who to look for? Michael Berg

December 8th, CAI-GRIE TOPS Breakfast

8:15 am, Riverside Convention Center
Who to look for? Kimberly Lilley & Marianne Pick

December 9th, CAI-SD Awards Luncheon
11:00 am, DoubleTree Mission Valley
Who to look for?  Kimberly Lilley & Bridgette Tabor

December 14th, CAI-GLAC Luncheon
11:30 pm, Skirball Center Los Angeles
Who to look for?  Kimberly Lilley

December 15th, CAI-OC Luncheon
11:00 am, Irvine Marriott
Who to look for?  Michael Berg, Marianne Pick & Kimberly Lilley


BERG PHOTO GALLERY

BERG ARTICLE ARCHIVE


Common Interest Developments
There has been some discussion of revised Fannie Mae guidelines with respect to community associations. This discussion has brought confusion, and I hope to provide some clarity to the issue.
Fannie Mae presented Announcement 08-34 on December 16, 2008 titled “Project Eligibility Review Service and Changes to Condominium and Cooperative Project Policies.” Among the many items included in this Announcement are general policy changes regarding project eligibility requirements, and condominium association project insurance clarifications.                             More…



 © 2008 Berg Insurance Agency, Inc.
 23651 Birtcher Drive, Lake Forest, CA 92630
 Toll Free: 800-989-7990   Local: 949-830-4590   Fax: 949-586-9877
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