Beere & Purves, based in San Francisco, California, is a prominent insurance broker renowned for its comprehensive and diverse services tailored to employers. Established in 1929 and becoming a General Agency in 1994, it stands as one of California's largest General Agencies. The firm is celebrated for its adept and responsive team, offering a spectrum of tools and strategies for managing group benefits. They specialize in working with clients across various scales, notably excelling with midsize, small, and large employers.
Their services extend to unlimited new enrollment and renewal meetings, inclusive of interpreter services, and they provide robust online enrollment support alongside precise underwriting processes. Beere & Purves also delivers online group administrative tool training, and through their BrokerPicks program, they add significant value to group plans, ensuring continuous education about carrier and industry changes.
Their approach includes crafting customized online proposals, handling renewal quoting, and efficiently managing rate increase reminders and final rate generation. Their expertise in underwriting is evident in their guidance for "best fit" solutions, new case processing, and benefit modifications.
Dedicated group specialists at Beere & Purves are skilled in assisting with employer presentations, providing sales materials, renewal strategies, and comprehensive broker support, including commission assistance and managing broker of record transactions. They also excel in facilitating various enrollment processes, offering bilingual meetings, and resolving claims and network disruptions.
Their robust website supports ongoing broker and marketing education, and they keep clients updated on carrier changes and legislative updates. Beere & Purves is also committed to offering valuable employer tools like COBRA administration and other online HRIS options, showcasing their dedication to comprehensive client support.