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!            .

January 14th, CAI-OC Luncheon
11:00am, Irvine Marriott
18000 Von Karman, Irvine, CA
Who to look for? – Kimberly Lilley, Michael Berg & Farah Luhrassebi 

January 20th, CAI-GRIE Evening Program
5:15 pm, DoubleTree Ontario
222 North Vineyard Avenue, Ontario, CA 91764
Who to look for? – Kimberly Lilley & Michael Berg

 January 21-23rd, CAI National Law Seminar
Tucson, Arizona
Who to look for? – Kimberly Lilley

 January 27th, CAI-GLAC Luncheon
11:30 am, Skirball Center
2701 N. Sepulveda Blvd., Los Angeles, CA 90049
Who to look for? – Kimberly Lilley & Farah Luhrassebi

 February 4-5th, CACM Law Seminar
Oakland
Who to look for? – Kimberly Lilley & Michael Berg

February 6th, CAI-GLAC Awards Banquet
6:00 pm, Marina City Club
4333 Admiralty Way, Marina del Rey, CA 90292
Who to look for? – Kimberly Lilley & Michael Berg

 February 11th, Wine Tasting
4:00 pm, The Wine Sellar
San Diego, CA
Who to look for? – Kimberly Lilley & Michael Berg 

 February 16th, CAI-OC Luncheon
11:00 am, Irvine Marriott
18000 Von Karman, Irvine, CA 
Who to look for? – Kimberly Lilley, Michael Berg & Farah Luhrassebi

 February 17th, CAI-GRIE Luncheon
11:15 am, DoubleTree Ontario
222 North Vineyard Avenue, Ontario, CA 91764
Who to look for? – Kimberly Lilley & Michael Berg 

 February 24th, CAI-GLAC Luncheon
11:30 am, Skirball Center
2701 N. Sepulveda Blvd., Los Angeles, CA 90049
Who to look for? – Kimberly Lilley & Farah Luhrassebi

 February 26th, CAI-OC Awards Dinner
6:00 pm,
Orange County
Who to look for? – Kimberly Lilley, Michael Berg & Farah Luhrassebi

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 		‌‌ ‌Internet Solution by