Check out our Welcome video and meet our dedicated team of insurance professionals
Customized insurance for individuals, families and business owners since 1993.
We are a full service independent insurance agency and our staff is committed to providing our clients with the best Insurance value and service while maintaining the highest ethical standards.
Why Choose Kaplan Insurance?
- Ease of doing business with an agency you can trust
- Represent several top-rated insurance companies
- Latest technology helps meet specific needs of our clients
- Price, Coverage and Personalized Service
Did you know that we offer all forms of insurance?
Why not place all yours together with Kaplan to save money and improve your customer experience?
M-F 8:30 am – 5:00pm
Saturday by appointment
Golfer, Family Man – President
I began my insurance career in 1993 working for a large company. I opened the Kaplan Agency in 1999 after realizing how important it was to be able to give my customers options when choosing insurance for their individual needs. I am licensed in Property, Casualty, Life and Health. As much as I love my work, baseball is my passion and I am an avid Yankee Fan. I also enjoy playing golf, tennis, traveling and spending precious time with my family.
Administrative Coordinator, Service Associate
Nature lover – Administrative Coordinator, Service Associate
Nancy joined our team in the Spring of 2014. Her background is in Management, Bookkeeping, Billing and Customer service, and is our Administrative Coordinator, Service Associate. Licensed in Property & Casualty Insurance. Fluent in Spanish, Nancy helps break down language barriers that some clients face. She and her husband Mario have raised three children, Mario, Anthony and Natalie. Nancy loves gardening, cooking, baking, photography and the beauty of the great outdoors. Making time for her faith, family, friends and pet dogs are on the top of her list of priorities.
Jeffrey C. Breen
President Ridgemont Inc.
Jeffrey C. Breen
Outside Sales – President Ridgemont Inc.
Jeff brings over 20 years of experience to our agency and is our newest partner in outside sales. He specializes in employee health benefits and commercial property and casualty Insurance, and is a member of the National Association of Health Underwriters (NAHU) and Independent Insurance Agents & Brokers of NY (iiabny). He loves spending time with his family; his twin daughters, Hannah and Kate keep him on his toes and busy with their involvement in Tae Kwon Do, dance and softball. In his spare time, he enjoys projects around the house, watching college football; let’s go Mountaineers!
Commercial Lines Manager
Mets Fan – Commercial Lines Manager
Josh is the Commercial Lines Manager at Kaplan Insurance Agency. He graduated Siena College with a degree in economics, licensed in Property & Casualty and Life. Prior to starting with us full time he worked at Northwestern Mutual focusing on Life Insurance and then at an independent agency where he specialized in Property & Casualty Insurance. Since joining the Kaplan Team Josh has helped us grow and develop our Commercial Lines Business. When he is not at work he serves on the board of managers of his condo association and is an avid Mets fan. He spends his free time golfing, snowboarding, running with his dog Charlotte and during the warmer months loves to catch a game at Citi Field or a concert at Bethel Woods.
Personal Lines Sales Associate
Busy Dad – Personal Lines Sales Associate
With a background including sales, management, and customer service, Dan joined our Team as our Outside Sales Producer in January of 2016. Dan began his insurance career in 2013, becoming licensed in Property, Casualty, Life, and Health. He graduated from Suny Albany with a degree in psychology. A big Met fan, Dan also enjoys free time playing sports, coaching his son’s sports teams and spending time with his children.
Commercial Lines Support
Future Mrs. Lang – Commercial Lines Support
Natalie has been with us for over two years and is now focusing on Commercial Lines as our newest Commercial Lines Support Rep. She is a young professional and has become an integral part of our agencies success. She continues to build her knowledge in the Insurance Industry and is currently studying for her license so she can become an agent. When she’s not at work she is busy planning her wedding, spending time outdoors, hiking and taking her dogs on long walks.
Licensed Personal Lines Agent
Busy Mom- Licensed Personal Lines Agent
Evelyn joined the agency as a personal lines agent in September 2018. Licensed in Property & Casualty insurance for over 11 years she now brings her extensive experience to our group. Prior to joining us, Evelyn was an assistant underwriter for a wholesale agency in their commercial lines department. She takes pride in her customer service skills and knowledge in the industry. Fluent in Spanish and English, she especially finds joy in helping the Spanish speaking community.
Having moved to Dutchess County from Queens, NY in 2014, Evelyn is getting to know the beautiful Hudson Valley along with her 4 boys. She is a busy mom that enjoys watching her sons at their soccer, basketball and baseball games.
Licensed Personal Lines Agent
Dog Mom - Licensed Personal Lines Agent
Marissa joined our agency in October 2018 as a personal lines agent, she brings her experience working with an independent agency for 6 years in customer service and sales. As a licensed property & casualty agent, she is proud of her success in the insurance industry and history of maintaining great relationships with her clients. She graduated from Marist College with a degree in professional studies concentrating in organizational administration/leadership, communications and Spanish. When Marissa is not at work she enjoys spending time with her Havapoo (Nina), going to her younger siblings’ lacrosse and swim events, and appreciating Italian food.