Murdock's crew rebuilding office cubicle panels, one crew member on a step ladder

Business & Professional Offices

Insurance Office Moving in the Sacramento Valley

Each agent's desk, phone and binders mapped to a new seat, the file room kept in drawer order, and the date kept clear of your busiest renewal months.

(530) 354-8089

Licensed & InsuredUSDOT 3421940 · MC 1416634
Locally OperatedChico + Yuba City
Sacramento ValleyChico · Yuba City · Sacramento

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Planning a Insurance Office Move

An insurance agency's move is really two moves sharing a truck. One is the agents: each person's desk, phone extension, reference binders and whatever claim they were in the middle of on Friday. The other is the file room, where years of paper policies and loss runs sit in an order only the office manager fully understands. Both have to come back exactly as they were, just in a different building.

Timing depends on what the agency writes. Offices selling Medicare plans protect the annual enrollment period from mid-October into early December. Health agents working Covered California are busy from November through January. Commercial and farm lines agencies in Yuba City, Colusa and Chico often have renewal clusters tied to the crop year. Most agencies find a slow stretch in late spring or summer.

We work from your seating chart. Each agent gets a seat code, and that code goes on the desk, the chair, the phone, the monitor and every carton from that desk. The file room gets its own codes by cabinet and drawer. Staff check the labels before anything is loaded.

Who usually signs off: Agency owner, branch manager or office administrator who approves the seating plan and file room order
Timing that works: A late-spring or summer weekend clear of enrollment periods and renewal peaks, with phones forwarded Friday afternoon and back on by Monday.

What typically moves

Agent L-desks with returns and hutchesTaken apart with hardware bagged under each worksurface, then rebuilt at the agent's seat code.
Desk phones and headsets by extensionTagged with the seat code and extension, wrapped, and set at the same seat for the phone vendor.
Policy and claim file cabinetsPacked by drawer or moved locked, and set against the matching file-room wall.
Carrier binders and rate booksBoxed shelf by shelf from each agent's bookcase and returned to that agent's shelves.
Agent monitors and desktop towersPadded in cartons carrying the desk's seat code and reconnected at the plug on arrival.
Client meeting tables and reception counterSet first so walk-in clients have somewhere to sit on the first morning.

Access and scheduling

The phone cutover usually decides the schedule. Agencies want calls forwarded to cell phones or another office on Friday afternoon and working at the new desks on Monday morning, so we plan the weekend around the carrier's install time. Tell us when the phone vendor is coming and we make sure desks are set in those rooms before then.

Agencies in downtown Sacramento and Natomas office buildings usually book a dock time and elevator through the property manager, and many managers want an insurance certificate on file, which we can send. Storefront agencies on Colusa Avenue in Yuba City or along the Esplanade and Nord Avenue in Chico often load from the front door, so we work early before neighbors open and before the afternoon heat.

Protection and handling

Agent desks are often L-shaped units with returns and hutches that come apart for the move. Hardware for each desk is bagged and taped under that desk's worksurface, and the parts are loaded together so the desk rebuilds in one piece at its seat. Monitors travel in padded cartons marked with the same seat code as the desk.

Policy and claim files are the agency's to pack. Staff close cartons by cabinet and drawer, or keep cabinets locked if they are travelling loaded, and we set them against the file-room wall they came from. Nothing is opened. Carrier binders and rate books on agents' shelves go into cartons by shelf. Desk phones are unplugged, wrapped and placed at the same seat; your phone vendor makes the extensions ring there.

Who does what

Some of this job belongs to other trades. The written plan names each one.

Phone system, call forwarding and extensions: Your phone vendor forwards calls on Friday and makes each extension ring at its new seat. We place the handsets by seat code.
Agency management system, carrier portals and network: Your IT provider moves the network and checks each agent's logins.
License and carrier address updates: The agency principal updates the agency's address with the state and each carrier.

Not part of our work

Opening, sorting or refiling policy and claim files.
Disposing of old files; your shredding vendor collects anything past retention.

Around Chico, Yuba City and Sacramento

Agencies sit in downtown and midtown Sacramento, in Natomas and Roseville office parks, along the Esplanade and Nord Avenue in Chico, and on Colusa Avenue and around downtown Yuba City. Agencies in Yuba City, Colusa, Gridley and Willows often write farm and crop lines, so their calendars follow harvest as well as renewals.

The crew that shows up

Three Murdock’s crew members at the back of the box truck

Two Murdock’s movers carrying a pad-wrapped table up the truck ramp

Two Murdock’s box trucks staged outside a single-story building in the Sacramento Valley

Insurance Office Moving FAQs

Another question? Call (530) 354-8089.

How do we keep each agent's desk phone with the right workstation?

Everything from one seat gets the same code: desk, chair, phone, headset, monitor and cartons. Your office manager assigns the codes on the seating chart before packing. At the new office, each code is marked on the floor, so the phone lands at the right desk and the vendor only has to set the extension.

We sell Medicare plans. When should we not move?

Most agencies selling Medicare plans avoid mid-October through early December, when the annual enrollment period fills the phones and walk-in calendar. Many also avoid January, when new-plan questions come in. Most pick a late-spring or summer weekend instead, with the phones forwarded Friday and back at the new desks Monday.

Can our file room come back in the same cabinet and drawer order?

Yes. Staff mark each carton or locked cabinet with a cabinet letter and drawer number before we load. The file room loads as one block and comes off in the same sequence, so cabinets go back against the walls in order and drawers can be refilled without searching.

What should agents keep with them while their desks are moving?

A laptop or phone for forwarded calls, and anything they need for an open claim or a policy binding that weekend. Agents usually pack a small personal box that rides home with them. Everything else goes in cartons with their seat code and is waiting at their new desk on Monday.

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Plan your business move

Tell us both addresses, the building rules you know about, and the dates you cannot move. We will send back a written plan and estimate.

Call (530) 354-8089

Mon–Sat 8:00 AM–6:00 PM · Sun 10:00 AM–4:00 PM