Roni T.
7/19/2017
I was referred by a family member to Jeffrey Le for my insurance needs. I'm glad I took that referral! I've been with several insurance agents and this has been the best experience I've had so...
Charter Risk Management and Insurance Agency
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(9)
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2310 Clement St
San Francisco, CA 94121
Charter Risk Management (CRM) is a San Francisco-based insurance agency that has been simplifying business insurance since 2003. With a combined total of 40 years of experience, CRM aims to provide its clients with the tools and technology necessary to enhance their user experience and protect their businesses from potential liabilities and pitfalls.
CRM's vision is to bring security and peace of mind to businesses by incorporating technology and utilizing licensed, experienced agents. They strive to bridge the gap between traditional agency models and a newer, updated version of doing business today.
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Reviews
5.09 reviewsJohnson H.
5/13/2023
Lily and Jeff are a pleasure to work with and their customer service is excellent. They always answer their phone and emails and take the time to speak with me out of their busy day. I can tell...
Andrew B.
10/12/2022
I rarely write Yelp reviews, but the level of service we've received from Jeffrey over the past half decade we've worked with him has been truly extraordinary. Cannot recommend him enough.
K Y.
7/12/2017
I've been a client of Jeffrey Le's for about 2 years now. I'm glad that I can finally leave a review for his outstanding service! He was able to present multiple quotes and explained differences...
Patrick N.
7/7/2017
After realizing how expensive my previous auto insurance was... I was infatuated with searching for a new insurer. Little did I know there is a small insurance brokerage company, Charter Risk...
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