Advisors near Capitola, California
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Showing 1 - 12 of 139 results
JOHNSON & DUGAN INSURANCE SERVICES CORPORATION - REDWOOD CITY, CA
Redwood City, California
For 30 years, Johnson & Dugan's highest priority has been to make it easy for any company to expertly plan and administer employee benefits. Johnson & Dugan prides itself on consistently delivering and maintaining high standards of quality for each and every one of our clients. All of the companies we work with receive superior customer service, regardless of their size or the level of complexity of their employee benefits program.
THE BACHAN GROUP LLC
Watsonville, California
The Bachan Group (TBG) is a NextGen Health Insurance Agency working with businesses throughout the Central Coast. Though our strategies are highly innovative, they’re built upon our old-school values and strong work ethic. TBG’s insurance roots stretch back to 1913 and the benefits team has over 100 years of combined experience that we are eager to put to work for you.
OUR THREE UNIQUES
1. We focus on Self-funded benefits
2. We teach companies how to help their employees purchase their healthcare needs at a lower price
3. We show companies how to improve their profitability using their health insurance plan
LEAVITT GROUP - SAN JOSE, CA
San Jose, California
Leavitt Group is a national insurance brokerage firm with offices across the nation, with Leavitt Pacific Insurance Brokers in the San Jose/Bay Area region. Leavitt Group is one of the top 15 largest insurance brokerage firms in the US, providing employee benefits, voluntary products, HR support services, wellness services, compliance, and other consulting services including Property/Casualty insurance.
Leavitt Pacific has an M Score of 5, which is the highest M Score possible based on wide experience with business clients and positive customer feedback. Over 49,700 employers in the San Jose-Sunnyvale-Santa Clara Metro Area are providing group health insurance and employee benefits to their employees. Leavitt Pacific is a trusted advisor. With the ability to provide expertise in a wide range of industries, their team of experts can create a personalized benefit package that is tailored to meet your organization's needs.
THE BALDWIN GROUP - SAN JOSE, CA
San Jose, California
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country.
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
ONE CONNECT INC - SANTA CRUZ, CA
Captiola, California
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.
JOHNSON & DUGAN - SAN FRANCISCO, CA
Redwood City, California
Johnson & Dugan Insurance Services Corporation
For 30 years, Johnson & Dugan's highest priority has been to make it easy for any company to expertly plan and administer employee benefits. Johnson & Dugan prides itself on consistently delivering and maintaining high standards of quality for each and every one of our clients. All of the companies we work with receive superior customer service, regardless of their size or the level of complexity of their employee benefits program.
GALLAGHER - SAN JOSE, CA
San Jose, California
Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and
families to face their future with confidence.
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.
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LUMITY - SAN FRANCISCO, CA
San Mateo, California
Lumity partners with the modern employer and employee to drive a competitive benefits program that delivers a superior experience. Our data technology, expertise, and education is designed as an end-to-end solution for high growth companies seeking to competitively recruit, engage, and scale top talent.
Our partnership approach to benefits powers the employer and employee experience at Lyft, Greenhouse, GoFundMe, Robinhood, Bird, and other fast-growing modern companies.
LEAVITT - SALINAS, CA
Salinas, California
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide. With an extensive network of 250+ locations across 27 states, Leavitt Group's agencies offer a distinctive advantage with local ownership, delivering a personalized and consultative approach to commercial insurance, employee benefits, and personal insurance needs. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve.
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
Our agencies provide a broad range of insurance services, including:
- Business Insurance
- Group Employee Benefits
- Industry Programs
- Personal Insurance
To learn more about our company, visit www.leavitt.com.
AG SIEBEN & ASSOCIATES, INC - SAN FRANCISCO, CA
Burlingame, California
Ag Sieben & Associates, a renowned local insurance broker based in Burlingame, California, specializes in serving large employers. With their extensive experience and expertise, they excel in working with self-funded employers, HMOs, and clients to ensure the best possible insurance solutions.
A shining example of their capabilities is their partnership with Oracle, a prominent employer in the computer systems design and related services industry with a workforce of 46,460 members. Ag Sieben & Associates collaborated closely with Oracle's HR and finance team to establish a self-funding arrangement, HMO plan, and a customized pharmacy benefit management (PBM) and drug plan designed to meet the unique needs of Oracle's members.
Located in Burlingame, California, Ag Sieben & Associates is strategically positioned to serve clients across Pennsylvania and Virginia. Their office acts as a hub for delivering comprehensive insurance services to employers in these regions.
Ag Sieben & Associates possesses a wealth of experience and expertise across the computer systems design and related services industry, as well as the computer and peripheral equipment manufacturing industry. This depth of knowledge enables them to provide tailored insurance solutions that address the specific challenges faced by businesses in these sectors.
With a strong track record and a wide range of experience, Ag Sieben & Associates boasts a good M Score, reflecting their ability to deliver exceptional service and expertise across different client sizes and industries.
Employers such as Cisco Systems Building 12 and Oracle have entrusted Ag Sieben & Associates to provide comprehensive insurance solutions. The broker's commitment to understanding clients' needs and delivering personalized insurance coverage sets them apart in the industry, making them a trusted partner for businesses seeking top-quality insurance services.
PROBITY INSURANCE SERVICES - SAN JOSE, CA
Campbell, California
Probity Insurance Services is an insurance brokerage company based in the expanding and ever growing San Francisco Bay Area. We are locally owned and managed in the Bay Area with the philosophy of providing great client service in our local region. With passionate yet personal staff, we effectively assist our customers while reducing the mundane administrative tasks.
INTERWEST INSURANCE SERVICES - SAN JOSE, CA
Hollister, California
InterWest was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive entrepreneurial and acquisition efforts have extended our footprint into Central California and the San Francisco Bay Area. Our unyielding commitment to reinvesting in our staff, diversified products & services and innovative technology consistently places us among the top performing insurance and consulting brokerages in the country.
We offer unparalleled expertise in all lines of property and casualty, workers’ compensation, employee benefits and personal insurance coverages, as well as a full range of surety products. Although we operate principally in California, we are licensed to write business in all 50 states and staffed to service clients with locations throughout the nation.
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