Patterson Insurance Services

Patterson Insurance Services is an Insurance Agent in Shelton, CT. The family-run agency offers all plans in Connecticut and Massachusetts, serving clients with personalized Medicare solutions and broader insurance needs. Since 2011, the business has operated as a mother-daughter team, providing expert advice on Medicare Part B and Part D, plan comparisons, and enrollment support. The agency serves a wide service area that includes Connecticut, Massachusetts, Rhode Island, New Hampshire, Vermont, Maine, New York, New Jersey, Pennsylvania, Virginia, California, Colorado, Wisconsin, CT, Georgia, and Florida. The business holds a 5.00 rating based on customer reviews.

The agency was founded after Diane Patterson witnessed her mother’s frustration with the Medicare enrollment process in 2007. Diane began presenting Medicare seminars for ConnectiCare in 2009 and later worked as an Account Executive before launching the agency with her daughter Amy in 2011. Amy, a former mental health professional and social worker, joined to help simplify insurance options for others. The team utilizes a signature four-step process that includes assessments, checklists, and detailed plan comparisons to help clients select the right coverage. They emphasize education, providing up-to-date knowledge and advocacy long after enrollment. The agency tracks over 10,000 hours of training and client enrollment experience to ensure accurate guidance.

Ed, Amy’s husband, joined the family team in 2019 after moving from Finland, where he had been a professional soccer player. He works alongside Diane and Amy to support clients with their insurance needs. The business also features a mascot named Mr. Medicare, a dog who represents the agency’s commitment to a stress-free and friendly client experience. Amy serves as the marketing director and sales leader, focusing on content creation and customer support, while Diane acts as the strategic director, handling business strategy and financial management. The team provides educational programs and personal consulting to help individuals navigate the complexities of health insurance.

Patterson Insurance Services is known for its positive rating from the customers who have reviewed it, reflecting the satisfaction clients find in their personalized, expert guidance. The mother-daughter team’s decade-plus of experience and comprehensive approach to Medicare and insurance planning have established them as a trusted resource in the region.

With a perfect rating and a deeply personal, family-run approach to insurance education, Patterson Insurance Services provides reliable guidance to residents across Connecticut and beyond.

Patterson Insurance Services is located on Research Dr in Shelton, CT, about 0.2 miles from Huntington Street and the Griffin Hospital Occupational Medicine Center.

BizScoreAI awarded a technical score of 95 out of 100, ensuring the website is secure and indexable for search engines. The business holds an authority score of 75 out of 100, which signals trust to AI assistants and search engines. Patterson Insurance Services ranks number 3 of 7 Insurance Agent businesses that BizScoreAI has scored in Shelton.