Trusted professionals delivering expert advice and tailored insurance solutions.
​About Us

Shari Morlan
Vice President of Commercial Lines (CA)
License # 0788992
With decades of experience in the industry, Shari is a trusted expert in guiding businesses through the complexities of Workers' Compensation and Business Insurance. Renowned for her deep industry knowledge and dedication to client education, she ensures that every business understands its unique risks, the factors influencing insurance premiums, and the best solutions for comprehensive protection at the most cost-effective rates. Leveraging access to a wide range of carriers, programs, and resources, Shari ensures clients receive the most robust representation available.
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Shari works diligently to uncover hidden gaps in coverage or exclusions that may be present in seemingly more affordable policies—issues that can lead to costly financial consequences, such as significant out-of-pocket expenses during annual audits or uncovered claims.
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Her goal is simple: to provide cost-effective solutions and the peace of mind that comes with knowing your business is fully protected when the unexpected occurs, all while offering exceptional customer service at every step.

Tina Baumgartner
Vice President, Employee Benefits (CA)
License # OA60042
With over 30 years of industry experience, Tina specializes in helping businesses analyze and compare health plans while keeping employers informed about trends in benefits technology, contribution strategies, and compliance requirements.
Her mission is to simplify benefits and HR administration for employers while educating employees on the true value of their health benefits, fostering greater engagement across the workforce.
Tina provides businesses with the latest employee benefits products and solutions, ensuring that employers are fully aware of all available options from various carriers.
Her value proposition lies in her ability to help employers attract and retain top talent through cost-saving strategies, personalized support, and innovative technology—enhancing benefits offerings while streamlining employee education. Tina’s expertise equips businesses with a competitive edge in recruiting the best talent, contributing to their long-term success.
About Granite Insurance
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Founded in 1992 from the Ground-up
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Woman Owned Business, Woman Executive Team
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Licensed Nationwide
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$500+ Million in Premium Negotiating Power
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Representing the Finest Insurance Companies in the Business
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Developed the E-COMP Program & Technology in 2006
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Developed & Launched CoverEase in 2021
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Charity Focused – Over $500k in Donations Made in the Last Five Year
​Custom Solutions for Nationwide Businesses
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Property & Casualty
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Employee Benefit Programs
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Pay-As-You-Go National Program & Technology
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HR Services & News
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Compliance/HR Workshops
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National Reach with Personal Service
