Yates LLC

Workers’ Compensation audits are one of the most misunderstood parts of the policy lifecycle.

Thanks to Megan Morris, Susan Riebel, and Amanda Jacobs from Summit Insurance for walking our team through what actually matters during the audit process.

The takeaway was simple: accuracy and upfront communication prevent surprises later. Payroll classification, remuneration, and subcontractor tracking aren’t just details, they directly drive premium and client trust.

At Yates, educating clients early has always been part of how we operate, and this training helped us refine our approach so that audits stay proactive and support our partnership approach to risk management.

Wishing our clients, partners, and colleagues a happy holiday season. We’re grateful for the relationships, collaboration, and trust that made this year meaningful. From all of us at Yates, warm wishes for a joyful and restful holiday.

Little moments like these make a big difference!🎄

Our holiday ornament-making station was a chance for the Yates team to get creative and connect. A strong office culture is built just as much on shared experiences as it is on great work.✨

Four years ago, we restructured Yates, setting ourselves on a course for future growth so that we could better serve our clients and our employees.

As we close 2025, we’re proud to celebrate a major milestone for our 75-year-old agency and recognize four exceptional leaders who have made a lasting impact on our business and our people.

Please join us in congratulating Kevin Neidert, Holly Born, Adrienne Powell, and Rachel Toncic on being named Principals of Yates. These appointments reflect their leadership, commitment to excellence, and dedication to building lasting value for our agency and those we serve. Their contributions have helped create something remarkable—and together, we look forward to reaching even greater heights.