Owner/Agent Shawn Minton obtained his California Insurance Licenses and started his brokerage in 2006. He is a current member of the NAIFA National Association of Insurance & Financial Advisors and served as the Central Coasts Young Advisers Team as well as being active in the San Luis Obispo Chamber of Commerce. Shawn knows the value of community and strives to be a crucial part of San Luis Obispo.
We are proud of our well-trained, professional staff. They include Property/Casualty & Commercial agents and CSR's (Customer Service Representatives).
Through development of long term client relationships, it is our mission to protect our client’s assets utilizing superior insurance products, there by guarding and enhancing their quality of life.
We do this by investing time in our clients, making certain that we fully understand their complete insurance needs, concerns and motivations, positioning us to make professional recommendations providing appropriate types and amounts of insurance coverage while providing the ultimate value possible.
We have put much effort into picking the A+ rated companies we represent which gives us the confidence and ability to assess your insurance needs, provide you with the coverage that will meet those needs, and to continue to work with you through the years as your insurance needs may change.
Shawn Minton - LUTCF - President/Broker
Shawn was born in Southern California and moved to San Luis Obispo at a young age. After graduating from High School, he attended California Polytechnic University and graduated with a Bachelor of Sciences degree in Marketing with a minor in Viticulture.
Shawn chose to stay on the central cost to be close to his family and friends. He then obtained his California Insurance Licenses and started his own insurance brokerage. He is a current member of the NAIFA National Association of Insurance & Financial Advisors and serves the Central Coasts Young Advisers Team as well as being active in the San Luis Obispo Chamber of Commerce. Shawn has also earned his LUTCF destination. The Life Underwriter Training Council Fellow (LUTCF®) Designation Program developed for NAIFA by the College for Financial Planning (CFFP) which you gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services. Shawn knows the value of community and strives to be a crucial part of San Luis Obispo.
Lauri Roberts - Commercial, Personal, Life
Lauri is the newest team member to join Minton Insurance. She has been in sales for over 30 years starting out in the fire protection industry and working her way into the insurance market. Lauri started out with life insurance in quickly obtained all of her insurance licenses. Recently Lauri had the opportunity to move to the Central Coast to be closer to her family. She's excited and eager about joining our team and being part of this community. Lauri is a mother and grandmother and looks forward to helping every client with a personal touch.
Lillian Ovalle – Commercial Lines Specialist
Lillian has been in the insurance industry for over ten years. Lillian is handles the commercial lines of business and she is committed to finding the most comprehensive coverage at a competitive rate. She handles all aspects of insurance policy sales and service at Minton Insurance. She work’s with dozens of carriers giving her the experience and knowledge to help you protect your business and assets.
Heather Taylor - Office Account Manager
Heather handles all accounts payable and receivable, payroll, and company records. Heather has a BS degree in Business from Texas State University and has over 15 years experience in business development and promotional management.
If you need to schedule an appointment or to request any other service, please let us know.
“Many thanks, Lauri! I truly appreciate your help, and you really made me feel like a valued customer instead of just another policy number. I especially appreciate your advice about adding rental car coverage. You're the best!”
“From the very moment I contacted Shawn, he was prompt, educated, and thorough with all my housing insurance needs. He literally walked me through the process and answered all my questions. He even gave me some advice on how to save money now and in the future! I would recommend Shawn to friends and colleagues. A+ service, thanks!”
“Shawn is three for three in cutting my insurance cost and increasing my coverage at the same time. (motorcycle, auto & office liability)”
“Shawn has done a great job of reviewing our insurance and making sure we have proper coverage and protection for our lifestyle. He has saved us money, and made the insurance process very easy. I feel well taken care of.”
“Nothing makes me happier than having a inconvenient government obligation made simple through the dedicated attention of a pro. Sean Minton is that professional and his services have allowed me to think less about my insurance as I rest well knowing that my account is in the most capable of hands. Sean’s ability to balance the needs of the client while providing a personable service has me recommending him regularly. Minton Insurance & Financial Services is an outstanding Insurance Brokerage which has a wide variate of products to offer. They are prompt and dedicated to really helping me get the best value for my insurance dollar. Give them a call and see what they can do for you.”
“Shawn provides great service in addition to being just a really nice guy. He is very easy to work with and I refer him to as many people as I can. He has helped with the claims process on my rental property and I appreciate knowing he is on my side.”
“My husband and I have loved working with Shawn for all of our personal insurance needs. He’s honest and cares about his clients. We feel safe knowing that we have the coverage we need, at a price we can afford. I would recommend Shawn to anyone.”
“Shawn provides all my insurance needs and reviews my policies annually. He provides personal service and I would highly recommend him to give you a quote today.”
“Shawn is an excellent agent. He got me set up when I moved to town in no time, with no headaches or excessive paperwork on my end. I’d recommend Shawn to anybody in San Luis Obispo.”
“Starting my new business has been a real adventure for me. When it came time to get insurance Shawn and his team at Minton Insurance was extremely fast, helpful and reliable. He took the extra steps to insure that I understand the polices I purchased. Shawn is an excellent agent/broker and goes above and beyond for his customers and clients. Thank you!!!”
-Katie M, San Diego.
“I just wanted to express my sincere appreciation at how hard you worked to find me additional life insurance coverage. I know it wasn’t easy and it took a long time but you did it and I am truly grateful! I could not be more pleased with the amazing service I received from Minton Insurance and his team. I highly recommend them!!!”
-Kyle B, San Luis Obispo.
“Thanks for all the help with my mother's car situation. You guys went way above and beyond what I would expect from an insurance broker. Really appreciate the great customer service and recommend you to anyone that needs insurance!”
-Tim G, Morro Bay.
“I have been doing business with this company for many years, and have had a good relationship with them. You don't have to drive down there if you choose not to. They will conduct business over the phone, fax or mail, whatever is convenient for you.”
-Ron T, San Luis Obispo.
“Our corporate insurance is with Minton Insurance, as well as my personal home, auto, umbrella, fine arts, flood, and rental properties. When we had damage from a roof leak they were immediately on the case driving the refurbishment work. Can't say enough good things about Shawn Minton.”
-Terry S, Los Angeles.