About Us
The San Antonio office of Alera Group builds on a long tradition of service rooted in Trimble‑Batjer’s history as one of Texas’s oldest insurance and bonding firms. With origins dating back to 1883, the organization has earned clients' trust by delivering consistent, relationship‑focused service and practical guidance through decades of change.
Today, the San Antonio team operates as part of Alera Group, providing clients with access to a broader platform of insurance and risk management resources while maintaining a strong local presence.
Core solutions include:
- Property & Casualty
- Surety and Bonds
- Personal Lines (home & auto)
- Risk and Claims Management
As Alera Group, the San Antonio office continues to deliver the personalized service clients expect while operating within a collaborative organization designed to support long‑term success. The focus remains on helping clients move forward with confidence, knowing their insurance and bonding needs are managed by experienced advisors committed to building lasting partnerships.
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
Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals
A clear, data-driven view of the 2026 employee benefits landscape grounded in benchmarking results.
June 16, 2026 at 01:00 pm CT | Virtual
Register Here
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
THOUGHT LEADERSHIP
Insights
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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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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Property and Casualty
AI Isn’t Liable for the Mistake. You Are.
Artificial intelligence is powerful. It’s also wrong more often than people want to admit.
If you use AI to support or deliver professional services, any mistake it makes is still your responsibility. Not the software’s. Not the vendor’s. Yours.
April 1, 2026
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