Business Details
48 Years
experience
Trusted Insurance & Risk Management Solutions
Valeri Agency has been a trusted partner in insurance and risk management since 1978, founded on the principles of integrity, client-centric service, and forward-thinking solutions. Our team of experienced advisors works closely with businesses and individuals to design customized plans that address unique risks and goals. With decades of industry expertise, we combine personalized service with innovative tools to deliver comprehensive coverage, from business insurance and employee benefits to Medicare and financial services.Our commitment to proactive risk management and claims advocacy ensures clients achieve long-term financial security. Recognized as a Top Workplace and Fastest Growing Firm, we maintain a culture of excellence through continuous education, compliance support, and community engagement. Headquartered in Wisconsin, our regional presence across the Midwest enables us to serve clients with local insight and national resources.
Services
Business Insurance
Claims Management
Employee Benefits
Compliance Services
Medicare Solutions
Personal Insurance
Financial Services
Risk Management
Safety Consulting
Details
- Year established: 1978
Highlights and features
- We offer over 40 years of experience in tailored insurance solutions.
- Our team provides proactive risk management and claims advocacy.
- Recognized as Top Workplaces and Fastest Growing Firms.
- We deliver personalized service with local insight across the Midwest.
- Our compliance experts ensure up-to-date regulatory guidance.
Associations and certifications
- MBE Certified
What people say
Personalized service
Proactive risk management
Knowledgeable advisors
Timely claims resolution
Services
Business Insurance
We design customized business insurance plans to protect against industry-specific risks. Our advisors analyze operations to identify coverage gaps, recommend policies for liability, property, and workers' compensation, and negotiate competitive rates. Clients benefit from ongoing policy reviews to ensure alignment with evolving business needs.
Employee Benefits
Our team creates comprehensive employee benefits packages including health, dental, and retirement plans. We provide compliance guidance, cost analysis, and employee education to enhance recruitment and retention. Regular market comparisons ensure competitive offerings while maintaining budget efficiency for employers.
Claims Management
We act as client advocates during the claims process, ensuring timely and fair resolutions. Our specialists coordinate with insurers, document losses accurately, and negotiate settlements to minimize financial impact. Proactive monitoring reduces future claims through root cause analysis and prevention strategies.
Compliance Services
Our compliance experts provide up-to-date guidance on employee benefit regulations and industry standards. We offer training webinars, policy development, and audit preparation to help businesses avoid penalties. Continuous monitoring ensures adherence to changing federal and state requirements.
Medicare Solutions
Certified advisors help individuals navigate Medicare options, including Part A/B, Advantage plans, and supplemental insurance. We compare available policies in clients' areas, explain coverage details, and assist with enrollment to ensure optimal healthcare protection during retirement.
People
Nicole Cutraro
Regional President of the Hartland Region
Nicole Cutraro leads Valeri Agency's Hartland region, focusing on strategic growth and client relationships. With extensive insurance industry experience, she oversees operations and team development to maintain the company's service standards.
Maddi Urschel
Service Team Member
Maddi Urschel received Choice Insurance's Standing Ovation Award for exceptional client service. She exemplifies Valeri Agency's commitment to client-first values through dedicated support and problem-solving in insurance solutions.
Questions
What types of insurance does Vizance offer?
We provide business insurance, employee benefits, personal insurance, Medicare solutions, and financial services tailored to individual and organizational needs.
How does Vizance handle insurance claims?
Our team acts as client advocates during claims, ensuring timely resolution through direct insurer coordination and proactive case management to minimize financial impact.
Do you serve businesses outside Wisconsin?
Yes, we serve clients across Minnesota, North Dakota, and Wisconsin with localized expertise and regional office support.
How are compliance services delivered?
We provide compliance guidance through training webinars, policy development, and audit preparation to ensure adherence to evolving employee benefit regulations.
What makes Vizance different from other agencies?
We combine 40+ years of experience with personalized service, proactive risk management, and a client-first culture recognized in Top Workplaces awards.