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MYLO
Kansas City, Missouri
Digital agency Mylo is an industry leader in providing benefits to businesses
with 50 or fewer employees. With both national and regional carrier markets,
Mylo connects companies across the country with plans that fit budgets,
safeguard employees and offer easy online enrollment. Compare and adjust
plans online in minutes.
Whether you’re setting up benefits for the first time or need a partner to
advise you on the right package for your growing workforce, Mylo’s
dedicated advisors and benefits technology can find the best solution in your
state. Mylo offers options from leading A rated carriers that include major
medical, dental and vision, life, disability, accident and more.
Building on 50+ years of expertise, Mylo also offers a full range of insurance
products and can help business owners find customized business insurance
too.
HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
Walnut Creek, California
Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, Heffernan gives back 22% of profit to charity. Being 100% employee-owned, we get to know you and your business because you’re different.
With Heffernan Insurance Brokers, you can access your entire Employee Benefits Program, contacts, services and questions in one beautiful healthcare app! See reviews and co-pay costs, book appointments, track expenses, telehealth visits, deductible tracking and so much more!
What makes us different:
Employee centric service approach. Compliance and ERISA. Customized alternative funding options. Free BenAdmin System. Full vetting service for all HR needs. Annual reporting services. Fiduciary financial service team. Over 750 carrier partners for Work Comp and General Liability. True one stop servicing.
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.
ACRISURE - SAN DIEGO, CA
San Diego, California
With decades of experience supporting businesses, families, and clients of all sizes throughout the West and across the country, our team combines the expertise of prominent agencies who provide services in industries including technology, manufacturing, construction, real estate, cannabis, social services, and risk management compliance. Together, we serve clients as trusted advisors to protect their employees, assets, manage costs, mitigate risk, and achieve financial security.
Designing creative and unique insurance and employee benefit solutions to create the greatest value for our clients is the mission that we dedicate ourselves to every day. Because of this relentless drive we are one of the largest insurance agencies on the West Coast and have partnered with some of the most dynamic companies on the most crucial aspects of business risk management and employee benefits.
ACRISURE - SACRAMENTO, CA
Sacramento, California
With decades of experience supporting businesses, families, and clients of all sizes throughout the West and across the country, our team combines the expertise of prominent agencies who provide services in industries including technology, manufacturing, construction, real estate, cannabis, social services, and risk management compliance. Together, we serve clients as trusted advisors to protect their employees, assets, manage costs, mitigate risk, and achieve financial security.
Designing creative and unique insurance and employee benefit solutions to create the greatest value for our clients is the mission that we dedicate ourselves to every day. Because of this relentless drive we are one of the largest insurance agencies on the West Coast and have partnered with some of the most dynamic companies on the most crucial aspects of business risk management and employee benefits.
CHARTON FINANCIAL GROUP - MOORPARK, CA
Moorpark, California
Charton Financial Group strives to serve as a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized, comprehensively independent and integrated financial services.
Charton Financial Group is proud to have served our clients for nearly four decades and in that time we are proud to have earned the reputation as qualified industry professionals. Our professionals share a singular focus centered entirely on advancing the interests of our clientele. We take great pride in the scope and depth of our organization which enables us to remain authentic to our mission, employ our guiding core values and pursue the greatest impact in support of our client objectives.
As we partner with our clients to understand their specific needs, goals and visions, we leverage our independent business model to offer our clients holistic planning and access to a broad universe of robust experience, products and services. This client centric model empowers us to bring together dynamic innovation, preferred relationships, advanced resources and extensive decision and implementation support services. In that spirit, we aim to empower our clients to preserve what is important, inspire the creation, seek growth and preservation of assets, effectively manage risk and to help organizations advance their human and financial capital. We endeavor to bring our individual and corporate clients balanced strategies to help them prosper long term and Envision Optimized Returns In Life ®
ACRISURE - ALISO VIEJO, CA
Aliso Viejo, California
With decades of experience supporting businesses, families, and clients of all sizes throughout the West and across the country, our team combines the expertise of prominent agencies who provide services in industries including technology, manufacturing, construction, real estate, cannabis, social services, and risk management compliance. Together, we serve clients as trusted advisors to protect their employees, assets, manage costs, mitigate risk, and achieve financial security.
Designing creative and unique insurance and employee benefit solutions to create the greatest value for our clients is the mission that we dedicate ourselves to every day. Because of this relentless drive we are one of the largest insurance agencies on the West Coast and have partnered with some of the most dynamic companies on the most crucial aspects of business risk management and employee benefits.
NFP - LOS ANGELES, CA
Los Angeles, California
NFP's Los Angeles office stands out as a premier insurance broker, specializing in comprehensive employer benefits solutions for local and regional businesses. With a keen focus on medical and ancillary benefits, this office has garnered significant expertise in tailoring insurance packages to meet the unique needs of employers in diverse industries.
What sets NFP apart is its proven track record, particularly evident in their successful partnerships with prominent organizations. Notable clients include Getaway House in the traveler accommodation sector, boasting an impressive participation of 390+, International Bonded Couriers in couriers and express delivery services with 120+ participants, and Nadap in outpatient care centers, serving a workforce of 240+. This breadth of experience across industries underscores their versatility and ability to navigate the intricacies of various business landscapes.
As a key player within a prominent national insurance brokerage firm, NFP's Los Angeles office brings substantial resources and a network of industry connections to the table. Their demonstrated expertise in catering to midsize employers further solidifies their understanding of the unique challenges faced by businesses of this scale. For employers seeking a trusted partner with a proven track record, NFP's Los Angeles office stands as a reliable choice, offering tailored solutions and unmatched industry knowledge.
ROGERSGRAY - SAN DIEGO, CA
San Diego, California
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.
XL BENEFIT INSURANCE SERVICES - SACRAMENTO, CA
Elk Grove, California
XL Benefit Insurance Services offers a full service stop loss and self funded solution for brokers and third party administrators (TPAs).
Many brokers and TPAs are busy with their core business and do not have the time or the expertise to focus on medical stop loss. XL Benefits simplifies the process by providing outsourced stop loss marketing, contract negotiation, streamlined disclosure, policy issuance, and claim assistance for your client's stop loss needs. Whether behind the scenes or on the front line, XL Benefits is ready to help bring the best possible stop loss solution to your clients both in terms of price and contract provisions.
BARKLEY RISK MANAGEMENT & INSURANCE - SAN FRANCISCO, CA
Concord, California
Barkley Risk Management & Insurance, based in San Francisco, California, stands out as a leading firm in the region, particularly known for its strong, forward-thinking culture. This office location distinguishes itself by harnessing the skills and abilities of its employees to build success. Established on principles two decades ago, Barkley continuously challenges the status quo, investing in innovation, resources, and thought leadership to actively partner with every client, regardless of industry. This approach underscores their commitment to enhancing the overall health, safety, and wellness of each client.
Their proactive approach to risk management is notable, differing from the standard reactionary strategies of most brokerage firms. Barkley takes a holistic view of a company, considering both company culture and coverage structures, thus actively contributing to business improvement. They are part of the Beyond Insurance Global Network™, enabling them to adopt a unique approach to risk management. This includes creating long-term sustainable plans, identifying exposures, analyzing program effectiveness, developing risk-minimizing strategies, implementing programs while negotiating costs, and monitoring these plans year-round.
Additionally, Barkley Risk Management & Insurance in San Francisco offers free, interactive workshops through their Academy of Risk Management. These workshops cover essential topics like employee benefits, labor laws, workplace safety programs, legislative updates, and human resource issues, benefiting both existing clients and any businesses interested in best practices in risk management.
Their expertise in working with local and regional employers, especially in medical and ancillary benefits, is well-established. They have significant experience across various industries, with notable clients such as Quinn Emanuel Urquhart & Sullivan in the legal services industry, serving over 390 participants. This expertise and their status as a local brokerage firm position them as a knowledgeable and reliable choice for employer benefits buyers evaluating their services.
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BARKLEY RISK MANAGEMENT & INSURANCE - SAN FRANCISCO, CA
Concord, California
Barkley Risk Management & Insurance, based in San Francisco, California, stands out as a leading firm in the region, particularly known for its strong, forward-thinking culture. This office location distinguishes itself by harnessing the skills and abilities of its employees to build success. Established on principles two decades ago, Barkley continuously challenges the status quo, investing in innovation, resources, and thought leadership to actively partner with every client, regardless of industry. This approach underscores their commitment to enhancing the overall health, safety, and wellness of each client.
Their proactive approach to risk management is notable, differing from the standard reactionary strategies of most brokerage firms. Barkley takes a holistic view of a company, considering both company culture and coverage structures, thus actively contributing to business improvement. They are part of the Beyond Insurance Global Network™, enabling them to adopt a unique approach to risk management. This includes creating long-term sustainable plans, identifying exposures, analyzing program effectiveness, developing risk-minimizing strategies, implementing programs while negotiating costs, and monitoring these plans year-round.
Additionally, Barkley Risk Management & Insurance in San Francisco offers free, interactive workshops through their Academy of Risk Management. These workshops cover essential topics like employee benefits, labor laws, workplace safety programs, legislative updates, and human resource issues, benefiting both existing clients and any businesses interested in best practices in risk management.
Their expertise in working with local and regional employers, especially in medical and ancillary benefits, is well-established. They have significant experience across various industries, with notable clients such as Quinn Emanuel Urquhart & Sullivan in the legal services industry, serving over 390 participants. This expertise and their status as a local brokerage firm position them as a knowledgeable and reliable choice for employer benefits buyers evaluating their services.
WESTERN GROWERS - LOS ANGELES, CA
Irvine, California
Western Growers exists for one reason only: to ensure the future viability of its members – the hard-working, salt-of-the-earth farmers who grow the fruits, vegetables and tree nuts that feed our nation and nourish our bodies. But their way of life, their ability to pass their multi-generational farms and family legacies on to their children and grandchildren, is being jeopardized by a host of threats, many of them beyond their control. They face a growing litany of laws and regulations that make it increasingly difficult and expensive to do business.
Our members depend on us to help them remain competitive and profitable in spite of these trying circumstances, which we do by fighting – heart and soul – for them every single day. We passionately advocate for them in the halls of Congress and on the steps of the state capitol. We actively facilitate the advancement of technology designed to help them become more efficient and less dependent on diminishing resources. We diligently provide health insurance to their farm workers, as well as other insurance solutions tailored to the unique business. We do all of this, and more, from a position of leadership in the agriculture industry, which requires a team of intelligent, inquisitive and innovative individuals committed to our common purpose.
Western Growers was founded in 1926 and is headquartered in Irvine, California with offices in Bakersfield, Fresno, Imperial, Modesto, Sacramento, Salinas and Santa Maria, California along with offices in Phoenix and Somerton, Arizona, and Washington, D.C.
RELATION INSURANCE - SACRAMENTO, CA
Sacramento, California
Despite our size, Relation feels like a family company. Here, a handshake matters. Because we believe trust is the foundation of every successful relationship. We'll take time to listen and get to know you. Understand your challenges... and provide practical solutions.
Because you deserve more than an insurance company.
You deserve a partner, a teammate, a friend in the business. So we start with trust, then work to connect the dots to help you save time and regain control over insurance decisions, whether personal or professional - so you, your family, and your organization can be healthier and safer.
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