Insurance Services | SWBC

Insurance Services

For decades, SWBC Insurance Services has provided clients with a rare combination of respected insurance knowledge, unwavering dedication, and a commitment to world-class services. Our holistic approach to risk management enables our clients to make informed decisions on protecting the things that matter most... their business, their assets and, of course, their people.



"SWBC has really gotten to know our company. From an insurance coverage standpoint, they look out for us and are able to really work proactively to make sure we are protected."

-Jason Reyes


We strive to make life easier for our clients by focusing on People, Processes, and Methodology. It’s as straightforward as it sounds.


We recruit, hire, and develop the very best people in the insurance business.


We deliver an exceptional client experience with consistent, proven, and efficient processes.


We start by listening. We assess each client’s situation, understand their risk tolerance, and design a strategic plan to manage their specific risks. This approach has proven to decrease client costs through improved efficiencies.


When it comes to protecting your business, the details matter. Our comprehensive, holistic approach to managing your risk involves a collaborative and systematic problem-solving process. We carefully identify and treat the pure loss and financial exposures of the individual parts as well as the whole organization. Once implemented, our process has proven to result in a risk management plan with measurable and actionable data.


Our Commitment to You

We are committed to keeping the process to obtain insurance coverage simple and easy. Whether you’re looking to protect your business’ assets, your home or car, or real estate investments, we have you covered!

Our consultative approach to finding the right insurance product at the right price that fits your needs, sets us apart from the competition. We take the time to look at the big picture, so we can obtain the very best protection for your assets. We focus on you and identify your objectives, goals, and give you access to a dedicated:


Our Consultants proactively learn about your business and personal insurance needs and find gaps and overlaps in your coverage. We will work alongside you throughout your journey. 

Account Manager

Our Account Managers manage your policy to ensure everything is in check while staying up-to-date with renewal dates, premiums, and important policy updates.

Loss Control Specialist

Staying on top of any potential risks is crucial for maintaining low premiums. Our Loss Control Specialist will help you by investigating and assessing potential risks, reviewing claim history and losses, and giving you the advice you need to avoid any unnecessary future claims.

Claims Manager

Our experienced Claims Manager comes with years of knowledgeable insurance expertise. The main goal is to handle your claims properly, timely, and answer all your questions, so you can feel confident all throughout the claims process.

Business Insurance

Adequate business insurance is the best way to prevent your business from potential loss. Working with Insurance Services gives you access to a team of tenured professionals who will work with you to evaluate your risk exposure and provide quality insurance products that meet your business needs. Whether you need liability insurance, property insurance, cyber liability, or anything in between, we’ve got you covered.

Not Your AverageReal Estate Investor Insurance

Our real estate investor insurance (REI) program is as flexible as you. When you partner with us, you can:

Access Your Real Estate Portfolio 24/7

WebSure, our secure online insurance portal, allows you to securely manage all of your real estate portfolio needs wherever they’re located, under one master policy. No more switching between computer screens or carriers to make changes to your insurance policy. Access what you need, when you need it in one secure place!

From a Variety of Coverage Options

We offer coverage through A-rated carries by A.M. Best so no matter where you are at in your real estate investing process, we’ve got you covered. Choose coverage for occupied properties, vacant land, or a property in rehab, as well as customizable coverage and deductible options.

Make Policy Changes Quick and Easy

With a touch of a button, you can add, remove, make policy changes, and show proof of insurance coverage for all your properties.

Talk to Dedicated Service Team Members

Have questions about your coverage or need to discuss a change? Our team of experts can help you manage your policy efficiently and help process timely claims if needed.

Personal Insurance

We’re committed to bringing you affordable and reliable insurance to protect you, your family, and your possessions. We partner with the top carriers in the industry to help you choose policies, plans, and premiums that meet your needs and your budget.

Our Partnerships

Whether it’s building new relationships so we can offer additional insurance products and services to our clients to meet their needs, or acquiring reputable Texas-based independent insurance agencies through our exclusive Agency Acquisition Program of Texas (AAPT), we are here to help. We take the time to understand our partners and their clients, so we can continue to bring great products and customer service for years to come.

Client and Partnership Testimonials

"At William Chris Winery, we work hard to provide the best possible customer experience every day. We strive to be the very best at what we do and having a great partner like SWBC, who understands our goals, makes a big difference."
Chris Brundrett
William Chris Vineyards

“This has been a year of transition for me, from a local mom-and-pop shop to a tremendous organization with an outstanding and talented team of people dedicated to the betterment of the company and for all the employees. I’m looking forward to the coming years with SWBC with great positive anticipation."

David Lefton
Levy, Levy, & Lefton

“The acquisition process was very smooth and the additional resources and support provided as a member of the SWBC team have been great!” 

Eric Reininger

“For one, SWBC is a true partner of ours. They always have our best interest at heart and if any issue comes up, I know with a quick phone call it’s going to be resolved immediately.”

Dr. Jason Garrett

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