Lori Crivelli, LUTCF, AFIS
Agency Owner
209-668-3319
(209) 656-6654
[email protected]
With three decades in the insurance industry, I bring a wealth of expertise to serving my clients’ needs. Specializing primarily as a Property & Casualty agent, I’ve navigated the complexities of large client portfolios and the various changes throughout the field.
My journey in insurance commenced after earning a Bachelor’s degree in Business Administration from CSU Stanislaus where I pursued a double major in marketing and accounting.
In 2002, I achieved the esteemed Life Underwriting Training Council Fellow (LUTCF) designation, which further solidified my commitment to excellence in life insurance services. Building on this momentum, I attained the Agri Business & Farm Insurance Specialist (AFIS) designation in 2012 expanding my proficiency to focus on clients with agricultural property and equipment.
After I continued to research my clients’ needs, I diversified my offerings in 2023 by incorporating Medicare Supplement, Medicare Advantage, Part D Plans & more.
Recognizing new industry advancements, I undertook the Registered Social Security Analyst (RSSA) course and examination in 2024, emerging as a certified RSSA. This credential allows me to guide individuals through the difficult labyrinth of the social security system, ensuring they maximize their entitlements with informed decision-making.
Driven by a passion for delivering unparalleled service and ensuring my clients’ peace of mind, I remain steadfast in my commitment to excellence. My agency continues to demonstrate its ability to navigate the ever-evolving insurance landscape with carrier expertise, individualized services, and unwavering dedication.
