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WE LOVE REFERRALSMission Statement
The Insurance Place, Inc. is committed to providing its customers with superior service for all of their insurance needs and treating all people with respect and understanding. There are other agencies who provide insurance, but none of them offer the service you can expect from The Insurance Place, Inc. Our mission is to help you identify your business and personal insurance needs, and then find the most cost-effective solutions available.
History
The Insurance Place, Inc. was founded by Lori Schultz in 1983 as an independent insurance agency. The company remains family-owned and operated. Her business has always been located in Lakewood; however, the agency serves clients throughout the state of Colorado.
Meet the Staff
Lori Schultz: Owner/President (with Tex: Office Mascot)
I am proud to say I grew up in the great state of South Dakota, specifically Mitchell – home to the world’s only Corn Palace! I moved to Lincoln, Nebraska and started my insurance career in the claims department of Union Insurance. In 1974, I moved to Colorado and worked at a Lakewood insurance agency for over 7 years. I started The Insurance Place, Inc. on July 1, 1983! I have two daughters and then gained another daughter and son when I married Jim Ziegler. Together we now have 4 grandchildren. I love to travel, especially to Florida to be able to walk along the beach. Tex, our office mascot, joined the family in 2011 and loves his self-appointed role of agency welcoming committee.
Jim Ziegler: Commercial Lines Agent
Before joining The Insurance Place, I worked for over 34 years in manufacturing and high tech. When not working on insurance, I enjoy music, popular science, reading, swimming, golf, cycling, and most especially, grandchildren! With the grandkids Lori and I can enjoy crafts, Calvin & Hobbs, soccer, football, Dork Diaries, guitar playing, Goodnight Moon, swimming and snow skiing. YouTube keeps me up to date on science developments in quantum field theory, physics and string theory. YouTube is also great in the gym for watching the Rat Pack, Perry Mason, Rocky & Bullwinkle and on and on. I am also the dedicated family resource for fixing computer problems.
Jan Buscher: Personal Lines Agent
I started working for Lori in 2004, after working for Safeco Insurance for five years in a variety of positions, including claims, policy service, and quality assurance. I have really enjoyed the small office environment where we can get to know our customers and help them find the coverage they need. I grew up as the youngest of a large family from a small Iowa town. In 2014, all 44 of us got together in Nags Head, NC to celebrate my parents 80th birthdays & 60th wedding anniversary. I moved to Colorado in 1998 with my daughter, Jaci. She is now off to college in Boston, so I find myself talking a lot more to our dog, Aysia, and spending more time on the garden. I also enjoy volunteering in the nursery at church to get my baby fix. I love that Denver is such a sports town and cheer for all the local teams, unless the Broncos are playing my longtime favorites, the San Francisco 49ers!
Mary Truckey: Commercial Lines Account Manager
I am originally from Kentucky and first started working in insurance in 1993 when my husband and I were newly married and moved to the Denver area. I worked for The Insurance Place a majority of my time in Denver until we relocated to Nebraska in 2001. For the next 10 years, I worked as an administrative assistant, substitute teacher, and Starbucks barista as we got to experience living in areas such as Cody, WY, Seattle, and Las Vegas. In 2011, we came back to Denver and I was able to rejoin Lori & Jim as the account manager for commercial lines. I now enjoy working for The Insurance Place remotely. In 2014, our family decided to embrace the mobile lifestyle more fully, so moved into a fifth wheel camper and hit the road. Our “home on wheels” is currently parked in sunny Golden Valley, AZ, approximately 15 miles from Kingman. Our family, which now includes our son, James, and his boxer, Sugar, are thoroughly enjoying the warmer temperatures of the desert winter! I love the flexibility of being able to work with the great staff at The Insurance Place and still be able to see the world with my family.
Paula Martinez: Customer Service Representative
I was born and raised here in Colorado with my 3 brothers. I came from a large family. Now, I have a family of my own which includes my husband, 2 boys and 1 daughter, the youngest. I have been working for The Insurance Place since 2012. Before coming to work here I was a stay at home parent, which is a full time job in itself. My time away from work is spent with my children’s education and sports activities. I am very proud to say that my kids excel in their academics, as well as their sports. Our weekends, and some weekdays, are filled with golf lessons, baseball, football, and softball along with dance/cheerleading for my fashionista daughter. I am also a team mom for my youngest son’s football team, while my husband is the Tiny Mite and flag football director of our sports organization.
Megan Freeman: Accounting & Personal Lines Agent
I am Lori’s oldest daughter and, over the years, I have moved up from stamping files as a little girl to a licensed agent. Working for a small independent insurance agency is enjoyable because I have the opportunity to develop relationships with our clients and better understand their insurance needs. I also enjoy the flexibility of working for The Insurance Place, Inc. remotely. I live on a small farm in Berthoud, CO with my husband, 2 sons, and growing list of animals (2 dogs, 1 cat, 1 fish, 4 goats, 1 llama, 5 rabbits, 3 ducks, and 40+ chickens). The dairy goats are my favorite! I am gardening and learning to can, as well as making new types of cheese. Also, some of our clients may remember Layla, my black Lab and our first office mascot. Layla loves being able to chase her ball on the farm. No one has been able to throw it all the way across our property yet!
Marissa Schultz: Bookkeeper
I am Lori’s youngest daughter and started working at The Insurance Place in 2009. I have been working hard on helping us transition the old paper files to electronic documents. I have also learned the agency bookkeeping to make sure that our customers’ payments are accurately recorded. When not working, I enjoy visiting my dad and dog, Lana, in Idaho to take advantage of the great outdoors. I graduated from Red Rocks Community College a couple years ago. I still care for Sunny, my 28 year old snake, which was my kindergarten classroom pet. I love attending races at Bandimere, so you may see me there during the summer.