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LEAVITT GROUP - SAN JOSE, CA
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.
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ADVANCED ESTATE & INSURANCE SERVICES (AEIS INC.)
ADVANCED ESTATE & INSURANCE SERVICES (AEIS INC.)
San Mateo, California
With over 35 years of expertise, Advanced Estate & Insurance Services (AEIS) is ready to help you find real solutions to your benefit problems. Partnering with AEIS means you’ll be working with an experienced strategist, advocate, and advisor to help you overcome your employee benefit challenges and more. By delivering customized benefits and removing the complexities of administering those benefits, we work with you create a place in which people love to work and succeed. We advise businesses with 2 to 500 employees on various types of insurance, which includes Medical, Vision, Dental, Disability, Life / AD&D, and Key Person and Buy-Sell Life Insurance. Being based in Silicon Valley, we are experienced with ensuring our clients’ out-of-state employees are properly covered and that their company complies with the employment and benefits laws of all necessary states.
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JOHNSON & DUGAN INSURANCE SERVICES CORPORATION - REDWOOD CITY, CA
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.
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THE BACHAN GROUP LLC
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
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WTW - SAN JOSE, CA
WTW - SAN JOSE, CA
San Jose, California
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
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PROFESSIONAL INSURANCE & BENEFITS - SAN FRANCISCO, CA
PROFESSIONAL INSURANCE & BENEFITS - SAN FRANCISCO, CA
San Mateo, California
Newfront is a modern insurance brokerage that leverages technology to vastly simplify the buying process for clients and the selling process for brokers. Our experienced insurance brokers help our clients save money and find the right coverage for their risk. Newfront is one of the fastest-growing retail insurance brokerages in the US.
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ONEDIGITAL - SAN JOSE, CA
ONEDIGITAL - SAN JOSE, CA
Pleasanton, California
OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.
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CBIZ - SAN JOSE, CA
CBIZ - SAN JOSE, CA
San Jose, California
With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
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PENTARISK - SAN JOSE, CA
PENTARISK - SAN JOSE, CA
San Jose, California
Decades of specialized experience came together in January of 2012 when seasoned industry veterans created the brokerage firm of PentaRisk Insurance Specialists. From the simplest to the most complex requirements, PentaRisk has assembled the most talented, educated, and experienced experts each with diverse resources dedicated to you and your business. We are a one-stop brokerage firm with risk management solutions for many industries including, but not limited to, construction, real estate, manufacturing, healthcare, hospitality, staffing and energy. Our number one goal is to provide excellent customer service. Inclusive to this goal is a responsibility to be a trusted adviser and to help mitigate each client's loss exposure, while also minimizing premiums and total cost of risk. In 2015 we became an Acrisure Agency partner and are now part of the fastest growing privately held insurance broker in the United States. Acrisure ranks in the top 10 of private brokers of US business. As a national group of agencies, Acrisure is able to provide a full spectrum of specialty insurance and risk management solutions to meet the needs of our diverse market. We have also expanded our PentaRisk operations by adding offices in Chicago and Birmingham to better serve our growing client base. We invite you to contact us today to learn how we can Insure Your Success.
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PENTARISK - SAN FRANCISCO, CA
PENTARISK - SAN FRANCISCO, CA
Menlo Park, California
Located in the vibrant hub of San Francisco, Pentarisk stands as a seasoned insurance broker with a robust track record of catering to diverse clientele. Specializing in employer benefits, this office is a pivotal asset for local and regional businesses seeking tailored insurance solutions. With a wealth of experience in supporting self-funded clients, Pentarisk brings a wealth of expertise to the table. Their success stories include partnerships with top-tier entities like Bkf Engineers, a leading player in architectural and engineering services, boasting a participation base of 70+. Similarly, their collaboration with Goodwill of Silicon Valley, a significant presence in religious, grantmaking, and civic organizations, covering 360+ participants, speaks volumes about their adaptability and scope. Notably, Pentarisk has showcased its prowess in navigating the intricate landscape of various industries. Their forte extends across sectors such as general freight trucking, architectural and engineering services, as well as religious, grantmaking, civic, and professional organizations. This breadth of expertise underscores their versatility and adaptability to cater to nuanced industry requirements. Part of a respected regional insurance broker firm, Pentarisk leverages this affiliation to augment its offerings, ensuring a blend of localized insights and broader industry perspectives. Their commitment to understanding the unique needs of San Francisco's businesses makes them a valuable ally for employers seeking comprehensive and tailored insurance solutions.
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HUB INTERNATIONAL - SAN JOSE, CA
HUB INTERNATIONAL - SAN JOSE, CA
Bothell, California
HUB International, a national insurance consultant, operates a prominent office in Bothell, California, extending its services to clients throughout California, Texas, and Washington. This location of HUB International has established a solid reputation for its exceptional work with a diverse range of employers, including Otter Media Holdings LLC. As a 270-member employer in the information industry, Otter Media Holdings LLC sought HUB International's expertise to set up a tailored self-funding arrangement, along with a comprehensive suite of insurance plans such as HMO, PPO, PBM, and drug plans, specifically designed to address the unique needs of its workforce. HUB International distinguishes itself through its extensive experience and proficiency in serving clients of various sizes, industries, and products. The company's impressive M Score, one of the highest attainable, reflects its unparalleled expertise in navigating the insurance landscape. HUB International's robust knowledge extends to industries such as computer systems design, related services, general purpose machinery manufacturing, and office administrative services. With a focus on self-funded employers, HUB International brings considerable experience to the table, enabling them to tailor insurance solutions that align with the specific requirements of their clients. Moreover, the company possesses a strong track record of effectively collaborating with HMOs and clients to deliver optimal outcomes. HUB International's expertise extends to working with clients and PPOs, ensuring that member needs are met efficiently. The company also boasts valuable experience in partnering with pharmacy benefit managers (PBMs) and other specialized pharmacy providers, further enhancing their comprehensive range of services. Through their Bothell office, HUB International stands as a reliable and trusted insurance broker, catering to the needs of large and midsize employers, and leveraging their vast industry knowledge and client-centric approach to deliver exceptional results.
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CALNONPROFITS INSURANCE SERVICES - SANTA CRUZ, CA
CALNONPROFITS INSURANCE SERVICES - SANTA CRUZ, CA
Capitola, California
CalNonprofits Insurance Services was established in 1984 to provide innovative insurance solutions and resources to California nonprofits. As a subsidiary of the California Association of Nonprofits, our mission is to provide quality insurance products, excellent customer service and insurance education tailored to meet the needs of California nonprofits. We believe all nonprofits deserve access to quality, competitively priced insurance to meet their unique and specialized needs and that by assisting nonprofits in minimizing the cost of their insurance, the savings can be directed to much needed program services or staff compensation.
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