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Eventually everything connects

G2 is a full-service brokerage firm that is reimagining insurance and redefining how we take care of clients. We help individuals, businesses, and nonprofits connect with the things that matter the most to them—and no one does this better than us.

Who We Are

Who We Are

Making Connections is in our DNA

A shared personal
history and a unique
approach to helping
clients thrive.

Matthew Goldman, Larry Colton, Jason Goldman

How & Why We Started G2

Jason and Matthew Goldman founded G2 Insurance on the notion that a brokerage firm could combine personal service from a bygone era with today’s best talent and technology.

This “retro-radical” approach could only come from the shared history of its founders. Jason and Matthew are the grandsons of Richard Goldman, the founder of the renowned Goldman Insurance Services firm. So our commitment to servicing clients is not only long-standing, it’s also deeply personal.

Today, G2 is an established, San Francisco-based firm with a global perspective and many regional, national and international clients—from startups to nonprofits and individuals to multi-nationals.

Our staff is comprised of insurance veterans with extensive individual knowledge, as well as industry upstarts who are challenging old assumptions and leveraging new technologies.

We also maintain multiple active advisory boards, comprised of clients and industry experts, to ensure we are current on the issues facing the markets we serve.

Our client-centric methodology enables us to offer far more than just transactional brokering. We see our role as partners and advisors, offering our clients deep insights and best risk management practices. In keeping with Goldman family tradition, our work with nonprofits has no equal.

We believe this is an exciting and dynamic time for insurance services. But we also think that it’s an important time to deepen commitments to the world around us. So we take pride in having achieved B Corp status, and in continuing to partner and support local organizations that improve our community.

Click to learn more about G2 Founders

What We Do

What We Do

A Tradition of Excellence A Voice of innovation

We have a “retro-radical” approach: personalized, high-touch service provided by seasoned experts, combined with innovative products and services that create more transparency and foster deeper relationships. You can read about our individual services below, or download our brochure.

Additionally, we rely on our advisory boards to help us stay current on industry trends and advise us on best practices.

G2 Personal

G2 has assembled a highly respected and dedicated team of personal insurance specialists with an average of 25 years of experience to help high-net-worth individuals, families, and family offices manage risk and plan for the future.

Our team has a unique understanding of the challenges facing our clients and is deeply committed to working closely with clients—from the initial discussions where we learn what’s important to you, to a review that compares the coverage you have versus the coverage you need, and finally, determining the best way to implement your coverages on an ongoing basis.

Download our Personal Datasheet.

G2 Equine

G2 provides comprehensive solutions for every kind of equestrian investment: full mortality, major medical/surgical, loss of use, farm property, as well as business exposures like training, boarding, horse shows and instructing.

Our services are delivered by highly respected industry professionals who not only have years of professional experience within the equestrian world—they’re also owners with a genuine passion for horses.

All Claims departments are available 24 hours a day 7 days a week

If you need to file a claim, please call the appropriate number below:

If your policy number begins with “AMP“, please contact Great American Insurance directly by calling 1-800-331-0211.

If your policy number begins with “AEM“, “AEL”, please contact National Equine Adjusting, Inc. by calling 1-800-783-9418. You can now file these claims online at:

If your policy number beings with “US”, please contact RJ Ketch Equine Inc. by calling 1-800-732-6012.

If your policy number begins with “AME”, please contact Catlin Insurance by calling 1-866-923-2820.

If your policy number begins with “H61”, please contact Independent Adjusters by calling 1-888-523-5878.

If your Policy is with The Hartford and begins with “87 MFP“, please call 1-800-295-1815 during regular business hours. If you are calling after hours with an Emergency, please call 1-800-427-4876.


If you’re calling regarding a possible Euthanasia claim or your horse has been euthanized, you must speak with an adjustor for claim requirements regarding the Mortality coverage. A Necropsy/Autopsy is required by all carriers***

Download our Equine Datasheet.

G2 Equine Application
G2 Statement of Condition
G2 Veterinary Certificate of Examination
Great American Colic Statement of Condition
Great American Justification of Value
Great American Loss of Use

G2 Commercial

G2 is the premier regional insurance broker for real estate, nonprofits, educational and research institutions, and financial organizations. We create and actively manage customized insurance programs and address all exposure to financial loss associated with the ownership and management of premises, operations, products, completed operations, professional, and special activities.

We also provide executive officers personal financial protection from shareholders, employees and customers. Our executive risk practice provides access to experts and solutions that identify risks, analyze coverage and provide a strategic approach to managing claims.

Download our Commercial and Nonprofit Datasheet.

G2 Risk Management

G2 offers a unique and holistic approach to helping clients assess and manage risk, including many ancillary services beyond the placement of insurance, such as risk control, claims, disaster planning, risk finance, contract management.

From the initial appraisal where we employ state-of-the-art predictive modeling to assess a client’s risk to the introduction and socialization of risk mitigation techniques that preserve stakeholder value—we are completely focused on the parameters that directly affect client’s exposures, requirements and outcomes.

Download our Risk Management Datasheet.

G2 Employee Benefits

G2 helps employers create and implement benefit strategies that are designed to control costs, attract and retain the best talent, and incentivize employees toward better health. Our team aggregates all the industry leading benefits services and brings them to our employer clients who require excellence from their consulting partners.

Our key experts handle areas of specialty such as wellness, legal compliance, communications, underwriting, retirement plan design and executive benefits. We use the industry’s best practices and most up-to-date technologies to deliver employee benefit services.

G2 Life

G2 clients enjoy the benefits of having a multi-disciplined, senior team of advisors with backgrounds in the areas of insurance, law, accounting and wealth management.

We offer a platform of customizable approaches for wealth preservation and business and estate planning. And because our partners are solutions oriented, they understand what clients are looking to accomplish and develop plans that meet specific objectives. Once a plan of action is established, we work closely alongside them to implement each step of the strategy.

G2 Advisory Boards

We maintain three active advisory boards. The individuals who sit on our boards are experts in their fields and provide us with insights on current trends and advice on client issues.


Nora Silver
PhD, Adjunct Professor and Director
Center for Nonprofit and Public Leadership Haas School
of Business,
UC Berkeley

Nicolas Elsishans
Executive Vice President & Chief Operating Officer
Golden Gate National Parks Conservancy

Chuck Collins
YMCA San Francisco

Barry Finestone
Executive Director
Jim Joseph Foundation

John Boland
President and CEO


Jeff Zlot
Managing Director
The Presidio Group

Audrey Scott
Estate Planning & Personal Representation Practice Group

Matt McKenzie,CLU, ChFC,
Thomas Brady & Associates

Morton Pactor
Executive Vice President
Monte Vista Management Company

Jason Graham
Managing Director
Andersen Tax

Sandra Bravo
Former President
Private Risk Management Association


Stephen Pilch
Stockbridge Real Estate Funds

Lynn Sedway
President and Principal
Sedway Consulting

Mark Myers
Executive Vice President, Group Head Commercial Real Estate
Wells Fargo & Company

Dan Safier
President and founder
Prado Group

How We’re Different

How We’re Different

Building a Business by Building a Community

For our clients, insurance is a way of connecting today’s goals to tomorrow’s realities. For us, it’s the foundation of a commitment to the people, institutions, and organizations that make up the community we all share a connection to.



We’re excited to meet unique individuals
who are passionate about what they do.

If you’re interested in building a career and
making G2 your home, please send your
resume to

View Job Descriptions:
Account Executive – Producer
Personal Lines Insurance – Client Manager
  • Be a part of something dynamic
  • Feel valued every day
  • Experience a creative environment
  • Build a career helping clients prosper
  • Belong to a “giving” culture


Where to Find Us.

Our offices are located in the heart of San Francisco and in Walnut Creek. In an age when most business happens digitally, we think it’s still important to be just a few blocks away from where many of our clients live and work.

G2 Insurance Services
140 New Montgomery Street, 21st Floor
San Francisco, CA 94105

500 Ygnacio Valley Rd., Suite 380
Walnut Creek, CA 94596
P + 415 426 6600
F + 415 426 6601
©2019 G2 Insurance Services, LLC. All rights reserved.
CA Insurance License #0H81923