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Showing 1 - 12 of 28 results
RANCHO MESA INSURANCE SERVICES, INC.
RANCHO MESA INSURANCE SERVICES, INC.
San Diego, California
25-49 employees
Rancho Mesa Insurance Services, Inc. is a commercial insurance brokerage providing risk management solutions to dynamic organizations throughout the United States. Operating as an independent insurance agency, Rancho Mesa brings over 35 years of professional insurance experience to our clients. Our core commitment is to be a trusted business partner and client advocate while delivering comprehensive and innovative products and services.
Retirement Benefits Rank
Top Benefits
TEAGUE INSURANCE AGENCY, INC.
TEAGUE INSURANCE AGENCY, INC.
La Mesa, California
25-49 employees
Founded in 1954, we are committed to providing comprehensive insurance solutions. As an independent insurance agency, our goal is to assist you in all your insurance needs. We will help you manage and plan for all your potential risks. Our dedication to excellence in a range of insurance services differentiates us from our competitors. We take great pride in our service, which begins with our skilled and experienced staff. As an independent insurance agency, we are able to access several insurance companies on your behalf. Whether it's insuring your home, auto, or business, we are committed to finding the appropriate solutions for your insurance needs.
Retirement Benefits Rank
Market Leading
WEST COAST GROUP BENEFITS
WEST COAST GROUP BENEFITS
San Diego, California
1-24 employees
West Coast Group Benefits was founded in 2002 as a result of a newly formed partnership between Patrick J. Flynn and Phil Piel, Sr. This partnership brings with it over 60 years of combined employee benefit expertise. The staff of West Coast Group Benefits is made up of seasoned professionals with the knowledge and proven ability to provide exceptional brokerage and account management services. Our marketing philosophy revolves around the principals of integrity, aggressive representation, and clear results. Our goal is to become a long term partner with our clients to help design and implement effective employee benefit programs. The key to sustaining this goal is our determination to focus on leadership, technology, and exceptional service. Our expertise and focus on quality is what gives us a solid foundation and builds our customer allegiance.
Retirement Benefits Rank
Market Leading
ASSET MARKETING SYSTEMS INSURANCE SERVICES, LLC
ASSET MARKETING SYSTEMS INSURANCE SERVICES, LLC
San Diego, California
50-99 employees
Asset is an independent marketing organization for insurance and financial professionals. Our sales and marketing professionals are dedicated to delivering powerful tools, strategies and advice designed to help our clients build sustainable and profitable businesses. Our clients don’t live from sale to sale because we’ve taught them the value of recurring streams of revenue, helped them develop a planner's mindset and given them the tools they need to be successful. We offer a profitable business platform which allows our clients to work on their business, instead of working in their business. We understand that the most valued resource our clients have is time, and we want them to spend it with their families and friends. At Asset, you’ll join a company that has been dedicated to helping financial professionals grow their businesses and succeed since 1996. Asset Marketing Systems Insurance Services, LLC (AMS) is a distributor of insurance products with an expertise in fixed index annuities, fixed annuities, life insurance and long-term care insurance.
Retirement Benefits Rank
Market Competitive
UNICARE SYSTEMS, INC.
UNICARE SYSTEMS, INC.
Chula Vista, California
25-49 employees
UNI/CARE is now CoCENTRIX! CoCENTRIX provides innovative coordinated care solutions to Health and Human Services. CoCENTRIX products deliver integrated services amongst and between state agencies and community providers, offering coordinated care solutions for behavioral health, public health, intellectual disabilities, social services, justice, and education. Our flagship product, the CoCENTRIX Coordinated Care Platform (CoCENTRIXccp), optimizes the behavioral care continuum for the best clinical and fiscal outcomes, resulting in a cascade of benefits for state and local government agencies, behavioral health providers, and consumers – all possible through collaborative information exchange and open technology architecture. The CoCENTRIXccp includes a growing number of solutions that allow state and local agencies, community providers and consumers to connect, collaborate and coordinate services. Our platform includes a behavioral health-specific Electronic Health Record (CoCENTRIXehr), Coordinated Case Management (CoCENTRIXccm), Managed Care Solutions (CoCENTRIXmcs), and interactive, mobile consumer applications that further streamline the delivery of services across the entire continuum of care. Today, more than 500 agencies in 42 states are utilizing CoCENTRIX technologies to efficiently and cost-effectively coordinate services, maximize stakeholder’s investments, and improve the health and safety of the populations they serve. For more information, visit http://www.cocentrix.com.
Retirement Benefits Rank
Below Market
FREUNDT & ASSOCIATES INSURANCE SERVICES, INC.
FREUNDT & ASSOCIATES INSURANCE SERVICES, INC.
San Diego, California
1-24 employees
Chivaroli & Associates Insurance Services is a full-service brokerage and consulting firm that specializes in the custom design and placement of property and casualty insurance and alternative risk funding solutions for healthcare practitioners and organizations. We are agency partners with PCF Insurance Services, a top 20 U.S. broker. At Chivaroli & Associates, the primary objective of servicing our clients is to develop a keen understanding of their specific needs and restrictions. To achieve this, we work closely with our clients, developing strong relationships and gaining an intimate knowledge of their operations, structure, and financial objectives. As healthcare insurance specialists, Chivaroli & Associates will deliver the highest level of customer service, expertise, and dedication for the exclusive benefit of our healthcare clients.
Retirement Benefits Rank
Market Laggard
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TEAGUE FINANCIAL INSURANCE SERVICES
TEAGUE FINANCIAL INSURANCE SERVICES
La Mesa, California
1-24 employees
Owned and operated an independent financial services company as a Certified Financial Planner™ and a Registered Investment Advisor. Grew practice from zero to over 300 clients and sold business to Smith Barney Shearson in January, 1994. Retained client relationships through my new employee relationship with Smith Barney Shearson.
Retirement Benefits Rank
Top Benefits
FINANCIAL SENSE ADVISORS, INC.
FINANCIAL SENSE ADVISORS, INC.
San Diego, California
1-24 employees
We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth. At Financial Sense Wealth Management, we are fiduciaries, which means we act in our client’s best interest giving individualized and independent advice with no proprietary funds. We provide a unique experience to every client, tailored to their individual needs. At Financial Sense® Advisors, Inc. Registered Investment Advisor and Financial Sense® Securities, Inc. broker/dealer, member FINRA/SIPC we offer comprehensive financial planning for retirement, executive compensation, and business owners. We also produce market commentary through articles and podcasts, covering everything from financial planning, economic analysis and market insights; because we believe an educated investor is a wise investor. Are you an investment advisor or broker who feels out of sync with your current broker/dealer or RIA? Do you wish you could offer your clients a full variety of investments like bullion and coins, foreign currency/stock, but still offer the basics like stocks, bonds, mutual funds, ETFs, insurance, and annuities? Do you want access to some of the best independent investment research available? If you're an investment advisor or broker looking for a place you and your clients can feel more at home, consider Financial Sense® Wealth Management. We offer the personal service and feel of a small, boutique office, with the back office functionality of a large wirehouse. We'll help you transition your book of business, and offer you the tools to manage it effectively and keep it growing. Visit http://www.financialsense.com
Retirement Benefits Rank
Top Benefits
AUTOCLAIMS DIRECT, INC.
AUTOCLAIMS DIRECT, INC.
Carlsbad, California
25-49 employees
We deliver a unique technology and human powered vendor management matching service. Here’s what this means – with our technology platform’s intelligent dispatching and routing algorithms combined with our pre-screened appraisal vendor qualification vetting process, we can efficiently match the right independent resource based on a carrier’s guidelines. When you can be ultra-effective with the match, your auto insurance adjusters can process their claims faster and more efficiently. What sets us apart in the industry is our exceptional Client Care and Quality Assurance Teams. They provide outstanding customer support and conduct quality assurance reviews to ensure adherence to industry repair standards and compliance with carrier guidelines and state regulations. We take pride in our ability to provide unmatched expertise, advisory and management services to our clients. ⭐️ Client compliment ⭐️ "I want to thank and acknowledge your work. I've never seen cycle times this fast, with quality maintained and adhesion to our specific instructions. I'll be referring ACD whenever I get the opportunity.” -Logan, claims adjuster
Retirement Benefits Rank
Top Benefits
DISABILITY INSURANCE SERVICES, INC.
DISABILITY INSURANCE SERVICES, INC.
San Diego, California
1-24 employees
Disability Insurance Services (DIS) is the nation's largest wholesale distributor of disability insurance products. Our products protect Americans’ paychecks by providing income when an insured is disabled due to illness or injury. From disability insurance sales training and marketing tools, to policy design and case management, we help insurance brokers and affiliates operate more effectively and efficiently. Count on us for disability insurance expertise, end-to-end broker support and innovative practices. Our Specialties Include - DIS's nationwide alliances with most major carriers and more than 316 years of combined experience are just the beginning. DIS finds the products and options to meet the needs of your disability clients. Not sure? Just ask us. Where there's a will (and a little expertise) there's always a way! With DIS, brokers can receive assistance with all types of disability products including: Individual disability insurance (IDI) Business overhead Disability buy-sell Key person DI Retirement plan DI Bank loan DI Impaired risk Critical illness (CI) Multi-life DI Simplified issue underwriting Return of premium riders Association discount programs How to Get Started! Call 800-898-9641 or visit http://www.diservices.com to download free DI articles, DI sales scripts, sales tools and our Broker Opportunity Kit. You can submit quote requests online or by phone. You’ll receive proposals in our exclusive DI Analyzer format so you can easily compare the options available.
Retirement Benefits Rank
Below Market
ALCOTT INSURANCE AGENCY
ALCOTT INSURANCE AGENCY
San Diego, California
1-24 employees
Alcott Insurance Agency is a full service Property & Casualty agency located in San Diego, CA. We are a family owned firm, in business since 1978. Commercial Lines of business include: General Liability Product Liability Liquor Liability Professional Liability/Errors & Omissions Property Workers Compensation Inland Marine Auto Employment Practices Liability Directors & Officers Liability Umbrella Personal Lines: Home/Auto/Umbrella/Rental Properties
Retirement Benefits Rank
Market Leading
JOHNSON & ROUNTREE PREMIUM, INC.
JOHNSON & ROUNTREE PREMIUM, INC.
San Diego, California
1-24 employees
Johnson & Rountree Premium Inc. is an insurance company based out of 12835 Point Del Mar Way, Del Mar, California, United States.
Retirement Benefits Rank
Market Leading
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