Our primary focus is to ensure that our clients receive the coverage that best aligns with their unique needs. Serving practitioners nationwide, we adopt a highly individualized approach, taking the time to understand each client’s specific circumstances and preferences.
We diligently submit applications to a variety of providers, rigorously evaluating and contrasting different insurance options to underscore the distinct terms and benefits available. Our role is to advocate for your best interests, striving to secure the most advantageous coverage possible. We prioritize our clients over insurance companies.
Our dedicated team is available around the clock, offering “concierge service” and ongoing support. Whether you require assistance or simply need information, we are here for you, accessible at any time via phone, text, or email.
With over 20 years of experience, Shelly Wallace is an integral figure at Live Oak Insurance Services. Her extensive knowledge of the insurance sector, particularly in Medical Professional Liability Insurance, positions her as a valuable resource for every client. Shelly prioritizes understanding the distinct requirements and preferences of each client, whether she’s sourcing quotes from various providers, analyzing policies, or facilitating timely renewals to guarantee the best coverage. Offering bespoke concierge support, she is always accessible to address policy adjustments, documentation needs, or any unforeseen challenges. Whatever your inquiry, Shelly is committed to finding the solution you need.
Whether you’re an independent physician or part of a larger medical group, whether your claims history is spotless or recent claims have occurred, we specialize in developing tailored insurance policies that meet your unique requirements. Our services cover all scenarios, from adjusting staff coverage to implementing risk management strategies, and addressing specific practice needs like telemedicine insurance. Our expert team is available year-round to assist with any inquiries or policy adjustments you may need.
Healthcare providers from California and across the nation rely on Live Oak Insurance Services for continuous support, not just during the renewal process. Let us help you navigate your insurance needs with confidence.




