Protect Smarter. Build Stronger. Think Preferred®

Licensed insurance agents providing strategic protection and risk advisory for businesses, families, and individuals.

Strategic Insurance & Risk Advisory

We serve business owners, families, and individuals by starting with strategy—then aligning coverage to protect income, assets, and long-term goals.

Business Insurance
Commercial Auto
Home & Auto
Workers' Compensation
Umbrella
Life & Family Protection
Cyber Liability
Safety & Risk Mitigation

Value Growth &
CEPA Advisory

Increase EBITDA, strengthen operations, and improve transferable enterprise value with CEPA-informed strategic advisory.

Value Creation Roadmaps

EBITDA Growth Strategy

Exit & Succession Preparation

Operational Risk Reduction

Enterprise Value Improvement

Why Businesses Choose Wasatch Preferred

Local Expertise

We understand the unique needs of Utah businesses inside—and out.

Independent Advisors

We represent top-rated carriers and build protection around you, not the insurance company.

Real Choice

We evaluate multiple carriers to structure coverage that best aligns with your risk profile, goals, and long-term strategy.

Experience That Matters

We insure businesses across every major industry in Utah, from contractors to manufacturing to HOAs.

Technology-Driven

Modern tools, automated renewal reviews, digital certificates, and simplified communication.

24/7 Claims Support

When something happens, we’re there to help you recover quickly and confidently.

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Trusted Advisory

Strategic risk management that drives growth, not just coverage.

Insurance Built for Utah Businesses

Coverage solutions designed to protect what you’ve built.

Contractors

HOAs

Manufacturing

Member-Owned Captives

Commercial Auto

General Liability

Cyber Liability

Workers Compensation

Grow EBITDA, Reduce Risk, and Increase What Your Business Is Worth

Wasatch Preferred provides CEPA-informed advisory services that help business owners strengthen operations, reduce Total Cost of Risk, and prepare for future transition or sale. Whether you're growing, stabilizing, or planning ahead, our value-focused framework helps you build a more resilient, more valuable company.

  • EBITDA improvement strategies

  • Risk scoring and mitigation

  • Operational efficiencies

  • Business value assessment

  • Growth planning

  • Exit preparation

Valuation

How It Works

A simple 3-step plan.

01

Start Online

Tell us about your business, household, or goals so we can understand your needs.

02

We Analyze & Advise

We assess risk exposure, coverage structure, and financial impact to identify gaps, inefficiencies, and opportunities to strengthen protection and business value.

03

Align & Implement

We align coverage and decisions to your goals — whether that’s growth, protection, or long-term planning.

We don’t start with instant quotes. We begin with a strategy assessment to ensure insurance decisions support your broader goals.

Your Business Deserves Advisors Who See

the Full Picture

Wasatch Preferred was founded on a simple belief: business owners deserve more than basic

insurance quotes. They deserve a partner who understands how risk, cash flow, and enterprise

value work together.

Our team combines deep commercial insurance expertise with strategic business advisory to

help Utah companies protect what they’ve built—and grow what it’s worth.

Protect Smarter. Build Stronger. Think Preferred.

Ready to Protect & Grow Your

Business?

Get a personalized strategy that aligns your insurance, risk management, and business value

goals.

Insurance products are offered through Wasatch Preferred. Coverage availability and eligibility vary by carrier and state. CEPA advisory services are provided in a non-fiduciary, non-investment advisory capacity and do not include legal, tax, or investment advice. Insurance services are provided by properly licensed agents. Licensure information is available upon request and varies by state.

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