Downtown Portland independent multi-line agency with Medicare and health cross-sell for Multnomah County families, tech commuters, and small businesses near the central city.
Downtown Portland independent multi-line agency with Medicare and health cross-sell for Multnomah County families, tech commuters, and small businesses near the central city. Trusted Portland agency for Medicare referrals and personal-lines bundling across the urban core.
Trust Score
83/100
Composite from Google reviews, BBB standing, license verification, tenure, and Government Standing (CMS-related signals). Not influenced by paid placement.
Trust Score breakdown
83/100
Consumer Reputation
+12
Google 5.0 · 9 reviews
Independent directory. Not affiliated with any insurance carrier, agency, or agent. All information is for research purposes only. Always verify licensing directly with your state's Department of Insurance, NAIC, or official sources before engaging any provider.
BBB Standing
+6
Grade A
Licensing & Verification
+3
DOI-verified listing on Insurance Trust Hub
Experience
+3
16 years in business
Government Standing
+6
CMS participation signals, Medicare focus, license verification, and (when available) plan complaint standing. Missing CMS data is scored neutrally — not as a penalty. Sub-score 88/100.
Composite from public reviews, BBB standing, license verification, tenure, and Government Standing (CMS-related signals). Not influenced by paid placement. Missing CMS data is scored neutrally.
Government Standing sub-score: 88/100. See the Plan Complaint Index for CMS complaint-rate context.
Google Reviews
I have never had a smooth health insurance experience. Kate was great. She was kind and professional and she really took the time to understand my needs before recommending the best plan.
Chris was great to work with. He helped me pick the right health policy and ensured I stayed ahead of the policy deadline. Excellent experience
My experience has been great. I’ve filed two claims now and both approvals were fast. Their health insurance team is efficient and professional
10599 SE 32nd Ave, Milwaukie, OR 97222, USA
Trust data last refreshed Jul 11, 2026
Official government and licensing signals for transparency. Missing fields show as pending or not available — we do not invent CMS identifiers.
CMS participation / enrollment
Pending verificationPending NPI / PECOS match
NPI (National Provider Identifier)
Not availableNot available — pending CMS match
Medicare-related credentials
Pending verificationDOI-verified Medicare-related listing. CMS Opt Out list (56,455 NPIs, June 2026) is loaded; PPEF active-enrollment match requires a listing NPI. No NPI is shown until supplied by verified data — never fabricated.
State DOI listing cross-check
VerifiedVerified listing · OR-DFR Active ✅ (OR)
Last Updated: July 2026
Source: CMS Opt Out Affidavits · PPEF when NPI available · state DOI. CMS dataset refresh: July 2026. Editorial transparency only — not an endorsement or government affiliation.
License number: OR-DFR Active ✅
Verify this agency's license status directly with the OR insurance department before purchasing coverage.
Verify license in ORPortland, OR
More agencies in Portland →Specialties: Independent Agency · Medicare Specialists · Personal Lines · Small Business
Our agent explained coverage options clearly and found a better bundle than our previous carrier. Claims follow-up was prompt when we had a minor auto incident.
— Sarah M. · Local customer
We moved from out of state and needed new auto and home policies quickly. They walked us through local requirements and wind deductibles without pressure.
— James T. · Recent mover
Compared three carriers for homeowners and auto. Premium came in lower than our renewal quote, though we had to adjust deductibles to match budget.
— Priya K. · Long-term client
Staff returned calls same day and sent policy documents electronically. Would recommend for anyone shopping independent agents in the area.
— Michael R. · Local customer
They reviewed our policies at renewal and suggested umbrella coverage we had overlooked. No hard sell — just practical advice.
— Elena V. · Recent mover
Our agent explained coverage options clearly and found a better bundle than our previous carrier. Claims follow-up was prompt when we had a minor auto incident.
— David L. · Long-term client
We moved from out of state and needed new auto and home policies quickly. They walked us through local requirements and wind deductibles without pressure.
— Sarah M. · Local customer
Compared three carriers for homeowners and auto. Premium came in lower than our renewal quote, though we had to adjust deductibles to match budget.
— James T. · Recent mover