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Independent Insurance Agency Headquartered in Charlotte, NC


Tony Grey

Positive: Professionalism, Responsiveness

The Agent and their team were able to save me quite a bit of money on Home Owner's insurance and a supplemental policy for Wind and Hail damage. I was contacted by them with the possible savings and didn't even realize they had my back.


Christopher McClure

Positive: Professionalism, Quality, Responsiveness, Value

I've used these folks for majority of my time on the area, when I've switched away it was not pleasant.  My agent Jennifer is always responsive and willing to help answer questions and do what she can to simplify paperwork.  She handles escalations with the insuring company and has represented my family's needs and budget well.  Thank you!!


Diane Aartun

Positive: Professionalism, Responsiveness, Value

Brittney Ellsberry went above and beyond to help me with my upcoming insurance renewal policies for both my home and auto.  I have been with Allen Tate insurance since 2004 and have always been appreciative of the service.  Brittney took the time to ask me a few additional questions that resulted in me saving money.  Thank you again for the amazing service. I would always recommend Allen Tate Insurance.  Friendly and Professional always.



Matt Martin

Positive: Professionalism, Quality, Responsiveness

I can't say enough about the team from Allen Tate, Jeremy who helped us purchase our first home was so thoughtful, meticulous in a good way and patient with us. Their team that works behind the scenes has always been there for me whenever I have questions and as a new home owner I have a few! Most recently had an issue with my home owners insurance and Mary Herrera literally took care of it in less than 24 hours, total hero. Good people I would come back for another home purchases any day!


Michael Briggs

I have received friendly, courteous and professional service! Andrea educates me about my insurance products in a user friendly manner!!!


Jill Went

Positive: Professionalism, Responsiveness

Professional, accurate and very quick response to requests. Top notch! Meya Williams is exceptional and a pleasure to work with! Kudos!!!!

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About Us​

Risk Management Firm

We offer the best of business necessary for today's modern busines owner by offering cutting edge technology along with the much needed human touch. You can call, email, text, or chat with us at your convenience!

Allen Tate insurance culture

Our corporate values determine how decisions are made and what the priorities are. Values must be lived through policies and decisions, big and small, everyday. We understand the importance of culture and how the impact of the culture between our employees translates to our customers, and our community.


Our Solutions

At Allen Tate we provide a wide range of insurance products, and can customize each to fit the specific needs of our clients. We're simply the trusted advisor you never knew you needed.


Customized insurance packages for your car.


Customized insurance packages for your home


Life insurance packages for you and your family.


Customized insurance packages for your business.