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
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
Point Solutions, Proven: Why Vendor Sprawl Fails — and How to Identify What Actually Drives Impact
A clearer framework for sorting through point solutions to determine where investment may—or may not—deliver value.
September 15, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Primary Care as a Strategy: How Direct Primary Care Can Lower Costs and Improve Outcomes
A clearer understanding of how Direct Primary Care can be used as a strategic lever to improve outcomes while controlling total cost of care.
October 20, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: IRS Issues ACA Affordability Percentage Adjustment for 2027
The Internal Revenue Service (IRS) has released Rev. Proc. 2026-26.
July 24, 2026
Find out moreProperty and Casualty
Commercial Real Estate Insurance Market Shows Signs of Relief, With Conditions
There are emerging signs that the commercial property insurance market is beginning to soften. However, the benefits of this shift are not being felt uniformly across all real estate portfolios.
July 16, 2026
Find out moreEmployee Benefits
Legal Alert: Clients With Massachusetts Private PFML Plans Renewing After July 1, 2026
Alert for any employer with at least one employee in Massachusetts, even if the employee is remote.
June 30, 2026
Find out moreEmployee Benefits
Legal Alert: PCORI Fees Due By July 31, 2026
This alert is of interest to all employers that sponsor self-insured group health plans, including Health Reimbursement Arrangements (HRAs). Note that the PCORI fee does not apply to most health FSAs.
June 29, 2026
Find out more