About Our Agency

About BPI Insurance Agency

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Ian Bertini and Family

We are a family-owned and operated insurance brokerage, with more than 40 years of combined experience. Our passion is service through education, and we will work with you to ensure you are protected when needed most. Our areas of expertise include Personal, Commercial, and Life Insurance lines of business.

​Our Credo

​As Insurance Advisors we will always place the client's best interests first. We will lead with education, and provide personalized, long-term support. We will ensure that our clients have the right insurance coverage to protect their financial well-being and provide peace of mind. We are committed to navigating the ever-changing insurance landscape, staying abreast of industry trends, and proactively advising clients on optimizing their coverage.

Operating Principals

1. Education: One of the key distinctions of an Insurance Advisor is their commitment to educating their clients. They don't just sell insurance policies; they take the time to explain the various insurance options, their benefits, and potential drawbacks. They empower clients with the knowledge needed to make informed decisions.
2. Client-Centric Approach: An insurance advisor takes a client-centric approach, meaning they prioritize the client's needs and financial well-being over everything else. They aim to build a long-term, trust-based relationship with their clients rather than just focusing on making sales.
3. Needs Assessment: Before recommending any insurance product, an insurance advisor conducts a thorough needs assessment. They ask detailed questions to understand the client's unique circumstances, goals, and concerns. This helps tailor insurance solutions that are truly suitable for the individual or business.
4. Customized Solutions: Based on the needs assessment, an insurance advisor creates personalized insurance plans that address the specific risks and requirements of the client. This ensures that clients get the coverage they need and don't pay for unnecessary or inadequate protection.
5. Risk Management: Beyond selling insurance, an insurance advisor helps clients with risk management. They assist in identifying and mitigating potential risks that could affect the client's financial security. This could involve offering advice on safety measures, loss prevention, or other strategies to minimize exposure to risks.
6. Review and Adaptation: An insurance advisor doesn't just sell insurance and disappear. They maintain an ongoing relationship with clients, periodically reviewing their insurance plans and adjusting them as needed. Life changes, and so do insurance needs, so an advisor ensures that the coverage remains relevant and cost-effective.
7. Claims Assistance: When a client needs to file a claim, an insurance advisor is there to guide them through the process. They advocate on the client's behalf, ensuring a smooth claims experience and helping them get the compensation they deserve.
8. Market Expertise: Insurance advisors stay well-informed about the insurance market, industry trends, and product offerings. They use their knowledge to recommend the most suitable and competitive insurance solutions for their clients.
9. Ethical Standards: Insurance advisors typically adhere to high ethical standards and codes of conduct. They prioritize transparency and honesty in their interactions with clients and avoid conflicts of interest.
10. Long-Term Perspective: While insurance agents and brokers may focus on short-term sales, an insurance advisor takes a long-term perspective. They aim to provide consistent value to clients over the years, helping them navigate changing circumstances and evolving insurance needs.

How can we help you today?

(210) 317-6162
1600 NE Loop 410
Ste 120
San Antonio, TX 78209​
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