A picture of Pasadena City Hall, built in 1927, the same year the Coates family moved into town
1927
The roots of United Western Insurance Brokers follow the lineage of its founder, Dana Coates.
Dana’s father, Robert Coates, Jr. paved the way for his son’s business endeavors in Insurance and Risk Management.
In 1927, Robert Coates, Sr., along with his wife and son Robert Coates, Jr., moved from Hopkinsville Kentucky to Pasadena. Robert Coates, Sr. opened a pharmacy in the heart of what’s now known as Old Town Pasadena. The pharmacy continued to operate until the 1960’s, and was a fixture of the early Pasadena community.
Portraits of Ingham, Coates & Payne
c. 1935
Around the time that Robert Coates, Jr. was in high school, he met Jimmy Ingham as an acquaintance. Jimmy had been working in finance since 1918 in Los Angeles. Not knowing it at the time, Jimmy had already laid the foundation for a future business partnership.
A third person, Gleeson “TIGE” Payne, a well known Pasadena local, was the missing piece needed to complete the partnership now known as Ingham, Coates & Payne.
Robert Coates Jr. pictured in front of an airship, circa 1944
1944
Following the end of WWII, Jimmy, Robert Jr., and Gleeson “TIGE” Payne formed Ingham, Coates & Payne, (ICP) which provided insurance and financial services. They specialized in obtaining insurance coverage for Pasadena businesses and wealthy East Coast based families who had property in the mild Southern California climate.
The firm quickly grew as a result of its values and integrity, its reputation was well regarded in both the West and East Coast.
A man sits at an IBM 650, cutting edge in its day, and larger than a refrigerator!
1952
Ingham, Coates & Payne (ICP) went on to become the premier firm of its kind, serving both West Coast and East Coast clients. In 1952, ICP became the first firm of its kind to adopt automation to enhance the customers’ service experience.
With its acquisition of an IBM 650 Drum Data-Processing Machine, ICP made a commitment to use technology that was very costly and advanced, in order to be on the forefront of new technology.
Throughout its history, the company was known for its utilization of cutting edge automation to deliver superior speed and service to the firm’s clientele.
Dana Coates, whose vision propelled UWIB to where it is today
1977
Dana Coates followed his father’s example of a dedicated work ethic and a straight-line business structure, beginning with Dana ‘s work for The Aetna Casualty & Surety Insurance Company in Hartford, Connecticut where he was a Property & Casualty Underwriter.
In 1977, Dana joined the prestigious firm his father, Jimmy, and Gleeson “TIGE” Payne had formed in Pasadena. After nineteen years, and the successful sale of the family’s business to Union Bank of California, Dana set out to fulfill his lifelong dream of creating a whole new era from the seeds of his father’s former organization.
The UWIB Team assembled in front of the Pasadena Office
1996
In 1996 Dana, with the support of his wife Gina, incorporated the decades of knowledge from his personal insurance career and the lessons garnered from his three former mentors, to form United Western Insurance Brokers (UWIB).
Dana and Gina hand-picked each member of the service team, sales team, and customized a brand new automation system. This painstaking process resulted in what has become a truly exceptional service organization.
The words Value, Honor, and Integrity are not just written on UWIB’s walls, they’re ingrained it its culture.
TODAY
Today, the UWIB team works to provide risk management and insurance service to their high net worth families and the businesses with whom those families are associated. Like his father’s company, Dana’s company utilizes the latest technology to facilitate superior customer service.
From its founding traced back to 1918 to today, United Western Insurance Brokers has maintained the virtues of Value, Integrity and Honor – just as it’s written on the hallway walls in each of the firm’s offices.
If you’re interested in becoming part of UWIB’s rich history and forward thinking future, contact us today.
1927
A picture of Pasadena City Hall, built in 1927, the same year the Coates family moved into town
The roots of United Western Insurance Brokers follow the lineage of its founder, Dana Coates.
Dana’s father, Robert Coates, Jr. paved the way for his son’s business endeavors in Insurance and Risk Management.
In 1927, Robert Coates, Sr., along with his wife and son Robert Coates, Jr., moved from Hopkinsville Kentucky to Pasadena. Robert Coates, Sr. opened a pharmacy in the heart of what’s now known as Old Town Pasadena. The pharmacy continued to operate until the 1960’s, and was a fixture of the early Pasadena community.
c. 1935
Portraits of Ingham, Coates & Payne
Around the time that Robert Coates, Jr. was in high school, he met Jimmy Ingham as an acquaintance. Jimmy had been working in finance since 1918 in Los Angeles. Not knowing it at the time, Jimmy had already laid the foundation for a future business partnership.
A third person, Gleeson “TIGE” Payne, a well known Pasadena local, was the missing piece needed to complete the partnership now known as Ingham, Coates & Payne.
1944
Robert Coates Jr. pictured in front of an airship, circa 1944
Following the end of WWII, Jimmy, Robert Jr., and Gleeson “TIGE” Payne formed Ingham, Coates & Payne, (ICP) which provided insurance and financial services. They specialized in obtaining insurance coverage for Pasadena businesses and wealthy East Coast based families who had property in the mild Southern California climate.
The firm quickly grew as a result of its values and integrity, its reputation was well regarded in both the West and East Coast.
1952
A man sits at an IBM 650, cutting edge in its day, and larger than a refrigerator!
Ingham, Coates & Payne (ICP) went on to become the premier firm of its kind, serving both West Coast and East Coast clients. In 1952, ICP became the first firm of its kind to adopt automation to enhance the customers’ service experience.
With its acquisition of an IBM 650 Drum Data-Processing Machine, ICP made a commitment to use technology that was very costly and advanced, in order to be on the forefront of new technology.
Throughout its history, the company was known for its utilization of cutting edge automation to deliver superior speed and service to the firm’s clientele.
1977
Dana Coates, whose vision propelled UWIB to where it is today
Dana Coates followed his father’s example of a dedicated work ethic and a straight-line business structure, beginning with Dana ‘s work for The Aetna Casualty & Surety Insurance Company in Hartford, Connecticut where he was a Property & Casualty Underwriter.
In 1977, Dana joined the prestigious firm his father, Jimmy, and Gleeson “TIGE” Payne had formed in Pasadena. After nineteen years, and the successful sale of the family’s business to Union Bank of California, Dana set out to fulfill his lifelong dream of creating a whole new era from the seeds of his father’s former organization.
1996
The UWIB Team assembled in front of the Pasadena Office
In 1996 Dana, with the support of his wife Gina, incorporated the decades of knowledge from his personal insurance career and the lessons garnered from his three former mentors, to form United Western Insurance Brokers (UWIB).
Dana and Gina hand-picked each member of the service team, sales team, and customized a brand new automation system. This painstaking process resulted in what has become a truly exceptional service organization.
TODAY
The words Value, Honor, and Integrity are not just written on UWIB’s walls, they’re ingrained it its culture.
Today, the UWIB team works to provide risk management and insurance service to their high net worth families and the businesses with whom those families are associated. Like his father’s company, Dana’s company utilizes the latest technology to facilitate superior customer service.
From its founding traced back to 1918 to today, United Western Insurance Brokers has maintained the virtues of Value, Integrity and Honor – just as it’s written on the hallway walls in each of the firm’s offices.
If you’re interested in becoming part of UWIB’s rich history and forward thinking future, contact us today.