About Us
Originally established in San Angelo in 1883, Trimble‑Batjer has supported generations of clients through changing economic conditions and an increasingly complex insurance environment, earning a reputation for service, expertise, and reliability.
Now operating as Alera Group, the San Angelo office continues this legacy while offering clients access to expanded resources and a collaborative approach to risk management. The team specializes in commercial insurance, surety and bonding, and risk management services, working closely with clients to understand their exposures, manage insurance costs, and provide strategic guidance throughout the insurance lifecycle.
Core solutions include:
- Property & Casualty
- Surety and Bonds
- Personal Lines (home & auto)
- Risk and Claims Management
From account placement and ongoing reviews to claims support, the team prioritizes clear communication and hands-on service. Clients also have access to dedicated loss control expertise and an in‑house claims department, helping them address risk management concerns efficiently when issues arise. As part of Alera Group, the San Angelo office remains focused on helping clients protect what matters most while navigating today’s evolving risk landscape.
Key verticals: We serve clients across a variety of industries, but have experts who specialize in
- Construction
- Oil and Gas
- Farm and Ranch
- Manufacturing
- Nonprofits
Licensed in more than 30 states, the firm supports clients whose operations extend beyond Texas, offering insight into regulatory and labor considerations across multiple jurisdictions.
Meet Our Team
Donna Whittenburg
Marketing and Operations Manager
Donna brings nearly four decades of experience in the insurance industry, specializing in commercial lines marketing and operational support. She partners closely with producers and service teams to strengthen new business efforts, streamline renewals, and support strategic marketing initiatives, drawing on a career spent mastering nearly every role within an agency.
She is known for her deep industry knowledge, her commitment to professional development, and her leadership within AppliedNet, where she has served as a State Chapter President, Alliance Leader, and member of the Education Committee. Donna attended Angelo State University.
Outside the office, she enjoys traveling, attending musicals and plays, and cheering on her favorite football teams. Family time is especially important to her, and she loves traveling with her daughter and cooking Sunday dinners for her son.
Resources
EXPERT EDUCATION
Events and Webinars
Employee Benefits
GLP-1s at Scale: Why Weight-Loss Drug Decisions Are Now a Financial Strategy
A GLP-1 decision framework plus scenarios.
July 21, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Open Enrollment That Works: Why Employees Do Not Engage — and How Modern Communications Drive Better Choices
Practical communication strategies to strengthen open enrollment effectiveness and employee decision-making.
August 18, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
The Compliance Pathway Q3
Don't miss this ongoing opportunity to ensure you comply with current regulations and are prepared for what's ahead.
September 2, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Employee Benefits
What the 2026 Benchmarking Data Reveals — and Why It Matters Now
On Tuesday, June 16, 2026, at 2:00 PM ET, Alera Group will host Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals, a live webinar designed for HR, finance and executive leaders involved in benefits planning, budgeting and long-term strategy.
June 11, 2026
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Legal Alert: IRS Releases 2027 HSA Contribution Limits and Other Limits
In Rev. Proc. 2026-24, the IRS released the inflation adjusted amounts for 2027 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
June 3, 2026
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Legal Alert: PBM Transparency Coming Soon
Two recent movements on the federal level have paved the way for greater pharmacy benefit manager (“PBM”) transparency for group health plans.
May 22, 2026
Find out moreProperty and Casualty
Why is umbrella liability getting so expensive?
While most commercial insurance pricing has softened in 2026, umbrella liability has not. In fact, it’s moving in the opposite direction.
May 4, 2026
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