Rogers Benefit Group is a specialty marketing organization with a long history of developing niche markets. Our predecessor organizations date back in the late 1940’s when RBG’s founder, Pat Rogers, decided to enter the small employer group insurance business. Being an agent himself, he also knew that agents were going to need a marketing organization to help them bring specialized knowledge and service to their clients in the increasingly complex area of health benefits. Our first insurance carrier relationship began with Principal Financial Group. This relationship thrives today. Regionally, we enjoy strategic relationships with Aetna, certain Blue Cross and Blue Shield plans, HealthNet, United Health Care, Humana, and Assurant Health. Today Rogers Benefit Group helps agents service more than 40,000 groups who pay more than $2.5 billion in annual premium. Rogers Benefit Group is committed to fast, accurate response to an agent or employer when addressing their group insurance needs. It is from our Midwest roots that one can expect a no-nonsense, straightforward, competent approach to groups of any size. Our Geography We are currently located in over 30 states with 40 offices. This geographic spread lends itself well to the opportunity of assisting agents with groups having multiple locations. It also makes us the oldest and largest General Agent in the United States as measured by locations and, more importantly, premium in force. What’s Really Important Agents tell us that our greatest value is in the quoting and underwriting processes. Our mission is to help agents get business, get groups rated correctly, get them enrolled efficiently and accurately, and to help reduce their efforts in underwriting. We do this by close individual contact with the agent and employer while minimizing unknowns in these steps. Our specialized knowledge of the quoting, enrollment, and underwriting maze brings unique value to all parties involved.

Protected Profits offer medical insurance, voluntary benefits and other services for small to mid sized employers in the San Jose-Sunnyvale-Santa Clara, CA Metro Area. Who an employer chooses as their employee benefits advisor is more important that who they choose as an insurance broker. Companies must offer competitive benefits in markets like San Jose-Sunnyvale-Santa Clara, CA due to increasing demand for employees. Protected Profits San Jose is a local insurance broker serving the greater San Jose region. Protected Profits San Jose office is a small business with experience in the financial services industry. They work with a number of carriers and have been providing insurance services since 2010. In addition to this, they offer employee benefits consulting and legal counsel on all aspects of HR. They have an M Score of 2.

Advanced Estate & Insurance Services Inc., based in San Francisco, CA, presents a robust profile as an employee benefits brokerage firm. With a rich experience spanning over 35 years, this firm stands ready to offer comprehensive solutions for employer benefits plans. Their expertise encompasses a broad range of services, essential for businesses aiming to thrive in today's competitive landscape. Notably, they specialize in providing insurance and administrative know-how, tailored to meet the unique needs of each business they partner with. The firm's operations extend throughout the San Francisco Bay Area, where they have established strong partnerships with local and regional employers. Their focus on midsize employers is evident in their ability to handle a diverse range of insurance types, including medical, vision, and ancillary benefits. This adaptability is further highlighted in their work with top customers like Brightline in the ambulatory health care services industry, a testament to their capability in managing plans for organizations with 180+ participants. Advanced Estate & Insurance Services Inc.'s proficiency is not just limited to traditional insurance models. They also delve into modern healthcare plan options such as HMOs, PPOs, EPOs, POS, and HDHPs. This variety ensures that they can cater to the specific requirements of each employer, enhancing employee satisfaction and retention through well-structured benefit plans. In summary, this brokerage firm offers a comprehensive suite of services for businesses seeking to enhance their benefits packages. Their extensive experience, coupled with a keen understanding of both traditional and contemporary insurance models, positions them as a reliable partner for employers in the San Francisco Bay Area.

At Risk Strategies, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We are the 9th largest privately held insurance broker in the US with over 30 specialty practices, 150+ locations, and 4,300 team members (and counting!). We love what we do, and it shows. We’ve been recognized as a 'best place to work' for many years running, and we’re excited about our future.

Located in the vibrant hub of Santa Cruz, Pentarisk’s office stands as a formidable presence in the realm of insurance brokering. Nestled within this larger office is a team with a proven track record, boasting exceptional proficiency in catering to the diverse needs of employers, particularly within the local and regional sectors. With a specialized focus on midsize employers, Pentarisk’s expertise shines brightly across various industries. Their portfolio proudly showcases success stories with industry giants such as Nordic Naturals, a prominent player in food manufacturing with over 230 engaged participants. Additionally, they’ve partnered seamlessly with Santa Cruz Seaside Company in the amusement parks and arcades industry, overseeing 50+ participants, and Spiraledge in retail trade, offering expert guidance to a workforce of 110+. Notably, Pentarisk demonstrates a deep understanding of the nuances within offices of physicians, amusement parks and arcades, and the retail trade. Their affiliation with a regional insurance broker firm bolsters their resources, enabling them to navigate complexities with finesse. What sets Pentarisk apart is their adeptness in handling self-funded clients, harnessing this experience to tailor bespoke solutions for their clients’ unique needs. Their robust experience and commitment to excellence make them a trusted partner for employers seeking comprehensive and customized insurance solutions in the dynamic landscape of Santa Cruz, California.

Griffin Owens Insurance Group was established in 1981, when Chris Griffin and Don Owens partnered to assist their local community, with business and personal insurance needs. Today, our firm represents over 100 regional and national insurance carriers. The professional staff of advisors assists more than 3,000 businesses and 15,000 families on their insurance and financial needs. Griffin Owens’ success was built on the guiding philosophy of helping people, staff and clients, in the communities where they work and live. A consultative approach is used to protect assets and help clients make educated decisions.

USI Insurance Services, a leading national insurance consultant, operates an office in San Carlos, California. With an impressive track record, they have established themselves as a trusted partner for a diverse range of clients. Notably, their work with Lumenis Inc., a prominent player in the medical equipment and supplies manufacturing industry, showcases their expertise and effectiveness. At the San Carlos office, USI Insurance Services has demonstrated exceptional proficiency in various areas. They possess extensive experience working with self-funded clients, offering valuable insights and solutions. Moreover, their expertise in HMO and PPO plan design models sets them apart from their competitors. In addition, they have a remarkable reputation for effectively carving out drug and pharmacy plans, exceeding the market's standards. Catering to clients of all sizes, including large, midsize, and small employers, USI Insurance Services' San Carlos location boasts an impressive client portfolio. Notable companies such as Action Property Management, Astreya Partners Inc, Blue Diamond Growers, and Boardriders Corporate Store rely on their comprehensive insurance services. Their reach extends beyond California, as they serve clients across multiple states, including New York, Nevada, Washington, Virginia, Utah, and Ohio. With an exceptional M Score, they have attained one of the highest rankings due to their vast experience and proficiency across diverse client sizes, industries, and products. USI Insurance Services' San Carlos office specializes in providing tailored insurance solutions for various sectors. Their strong expertise spans industries such as health care and social assistance, building equipment contractors, as well as computer systems design and related services. With a commitment to excellence, they continue to deliver exceptional insurance consultancy services to their valued clients.

One Connect Insurance Solutions is a local insurance broker based in Capitola, California. Their office extends their services to clients in Missouri and Arkansas. While some customers have expressed lower satisfaction in their reviews, it may be worth considering their performance as you evaluate potential partners. An illustrative example of their work at this office location is their collaboration with Child Development Associates, a public administration employer with 350 members. One Connect Insurance Solutions partnered with the HR and finance team at Child Development Associates to establish a self-funding arrangement. They also designed a customized HMO plan, PBM, and drug plan tailored to meet the specific needs of their members. In addition to Child Development Associates, One Connect Insurance Solutions serves a range of employer clients in various industries. Their expertise lies particularly within the public administration sector. Operating primarily with large employers, One Connect Insurance Solutions brings their extensive experience and knowledge to deliver insurance solutions that align with their clients' needs. While they have shown expertise and proficiency in their field, it may be prudent to investigate the concerns raised in customer reviews. With their local presence in Capitola, California, One Connect Insurance Solutions is well-positioned to serve clients across Missouri and Arkansas. Their commitment to providing tailored solutions and their experience in the public administration industry make them a valuable insurance brokerage partner for large employers in these regions.