Business Details
50+ Years
experience
Your Trusted Insurance Partner in San Antonio
Barrett Insurance Services has been a trusted provider of commercial and employee benefits in Texas for over 65 years. Founded in 1958, we specialize in offering highly consultative risk management and insurance solutions for businesses, municipalities, school districts, and individual insurance needs. Our team of insurance professionals brings over 50 years of combined experience, delivering customized solutions tailored to each client's unique requirements. We pride ourselves on exceptional customer service, ensuring seamless alignment of employee benefits with organizational objectives through continuous year-round support. As the first Hispanic Commercial Insurance Agency in San Antonio, we maintain a commitment to integrity, honesty, and transparency while leveraging strong carrier relationships to secure competitive products. Our dedicated team includes experts in property and casualty, surety bonds, life and health benefits, and compliance, with leadership roles in major insurance firms and community organizations.We utilize advanced technology platforms and AI support to streamline enrollment processes while maintaining personalized service through on-site, virtual, and telephonic options. Our compliance framework includes thorough background checks, licensing monitoring, and adherence to HIPAA regulations to ensure data security and industry standards. With a focus on trusted advice and strategic partnerships, we serve diverse clients ranging from large municipalities to small family start-ups across Texas. Our legacy of excellence continues through a new generation of professionals maintaining our founding principles while embracing innovation.
Services
Group Health Insurance
Individual Health Insurance
Life Insurance
Dental Insurance
Medicare Plans
Employee Benefits
Risk Management
Account Management
Compliance Services
Consulting Services
Details
- Year established: 1958
Highlights and features
- We have over 50 years of combined experience in the insurance industry
- We provide exceptional customer service with personalized support
- We offer customized insurance solutions tailored to specific needs
- We maintain continuous year-round account management support
- We partner with major carriers to secure competitive pricing
Services
Group Health Insurance
We provide comprehensive group health insurance solutions for employers of all sizes. Our services include plan design, carrier selection, and compliance management to ensure optimal coverage for employees. With partnerships across major insurance carriers, we help businesses secure competitive rates while maintaining regulatory compliance through continuous monitoring and reporting.
Individual Health Insurance
Our individual health insurance services help clients navigate ACA marketplace options and private plans. We offer personalized guidance to select coverage matching specific medical needs and budget requirements. Our experts assist with enrollment processes and provide ongoing support to ensure policyholders maintain appropriate coverage throughout changing life circumstances.
Life Insurance
We offer customized life insurance solutions to secure financial futures for policyholders' beneficiaries. Our services include policy evaluation, coverage amount determination, and product selection from multiple carriers. We help clients understand different policy types and their implications for estate planning, debt protection, and long-term financial security.
Medicare Plans
Our Medicare insurance services assist seniors and eligible individuals in selecting appropriate coverage options. We provide comprehensive guidance on Original Medicare, Advantage plans, and supplemental policies. Our experts help clients understand enrollment periods, coverage limitations, and prescription drug options to ensure comprehensive healthcare protection.
Risk Management
We deliver strategic risk management solutions for commercial clients across Texas. Our services include exposure assessment, loss prevention strategies, and customized insurance programs. We work with businesses to identify potential risks, implement mitigation measures, and secure comprehensive coverage through our extensive carrier network to protect organizational assets.
People
Daniel T. Barrett
President/CEO
With over 44 years in insurance, Dan Barrett leads as President/CEO. He holds property & casualty licenses and has held leadership roles at Marsh Inc. and McGriff. He serves as Chairman of the Mental Health Authority in San Antonio.
Sonya Cardenas
Chief Operating Officer
Sonya Cardenas brings 34 years in public education and insurance. As COO, she manages client relationships and enrollment processes. She holds life and health licenses and focuses on personalized service delivery.
William Grissmer
Account Executive
Will Grissmer serves as Account Executive with 15 years in compliance and risk management. A former U.S. Army officer, he holds an MBA and PMP certification. He specializes in service delivery and client relationship management.
Matthew Aguilera
IT Director
Matthew Aguilera directs IT operations with 8 years in technology and 2 in insurance. He manages the Employee Navigator platform and ensures system security. He holds life and health licenses for ACA and Medicare plans.
Elizabeth Grismer
Account Executive
Elizabeth Grismer combines nursing experience with insurance expertise. As Account Executive, she helps clients identify coverage gaps. She holds dual bachelor's degrees and an MBA, with 10 years in risk management.
Questions
What types of insurance do you offer?
We offer group health insurance, individual health plans, life insurance, dental coverage, Medicare solutions, and comprehensive risk management services for businesses.
How do you help businesses with employee benefits?
We provide customized enrollment services, carrier selection, compliance management, and continuous account support to align benefits with organizational goals while maintaining regulatory compliance.
Do you assist with ACA marketplace plans?
Yes, our experts help individuals and families navigate ACA marketplace options, understand subsidies, and select appropriate coverage through our online platform and personalized guidance.
How do you ensure compliance with insurance regulations?
We maintain compliance through employee background checks, licensing monitoring, Errors and Omissions coverage, and strict adherence to HIPAA regulations for data protection.
What areas do you serve?
While based in San Antonio, we serve clients across Texas including municipalities, school districts, energy companies, and small businesses throughout the state.
