My guest for this episode is Jan Berthold. Janice is a Senior Vice President with Heffernan Insurance and one of the few brokers who works with clients on a “Referral Only” basis.

Prior to merging her firm with Heffernan, Janice was President and CEO of J. Berthold Insurance Service Inc. and a Principal of All West Insurance Brokers, one of the top five closely held insurance brokerage firms in Silicon Valley.

She has over 25 years of commercial insurance experience and holds the insurance designations of Professional Workers’ Compensation Advisor, Chartered Property Casualty Underwriter, Chartered Life Underwriter, and Chartered Financial Consultant.  She has been an Advisor for the California State Senate Committee on Insurance and is a featured writer for the Business Journal. She is very experienced in working with nonprofits.

Janice has received numerous awards. In 1999, she was named Small Business Owner of the Year by the San Jose Mercury News and the Women’s Fund. In addition, The Business Journal named her Enterprising Woman of the Year in 2003.  In 2016 she was the YWCA’s Silicon Valley 2016 Tribute to Women Honoree

Janice is a graduate of the University of San Francisco. She sits on Santa Clara University Board of Fellows, Opportunity International Board of Governors and Housing Industry Forum Board & Advisors.

Today we tap into Janice’s extensive expertise and experience working with nonprofits on insurance.

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You can connect with Janice via email: