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 Whittenburg

    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
    webinar

    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
    webinar

    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
    Webinar Graphic

    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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    Employee Benefits

    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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    Employee Benefits

    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

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    Property 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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      Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.