Patriot Benefit Solutions, located in Santa Rosa, CA, operates from a sizable office and stands out as a prominent player in the insurance brokerage industry. With a focus on serving the needs of midsize employers, this branch has proven expertise in collaborating with self-funded clients, providing comprehensive support to both local and regional employers. Drawing on extensive experience, Patriot Benefit Solutions has established itself as a trusted partner for companies in various sectors. Noteworthy clients include Bank of Marin, a key player in the depository credit intermediation industry with over 220 participants, Canine Companions For Independence, a leader in individual and family services with 190+ participants, and Poppy Bank, also in depository credit intermediation, boasting a participant count of 270+. The Santa Rosa office showcases a deep understanding of industries such as depository credit intermediation and individual and family services, underlining their versatility and knowledge. As part of a regional insurance broker firm, they bring a broader network and collective expertise to the table. This branch is adept at tailoring solutions to meet the unique requirements of midsize employers, making them a strategic choice for businesses seeking reliable and comprehensive insurance solutions.

Pentarisk, nestled in the vibrant hub of Santa Rosa, CA, boasts a robust portfolio of expertise in navigating the intricate realm of employer benefits. Specializing in local and regional employers, their forte lies in crafting tailored solutions, particularly in the domains of medical and ancillary benefits. With a diverse clientele, Pentarisk caters to a spectrum of industries, fostering solid partnerships with notable players such as Aristotle Capital Management, a financial investment heavyweight with over 130 participants. They also serve Good Earth Natural Foods, a prominent grocery and convenience retailer boasting a participant count exceeding 90, and Gourmet Mushrooms, a stalwart in the vegetable and melon farming sector with over 170 participants. What sets Pentarisk apart is their comprehensive grasp of the intricacies inherent in the vegetable and melon farming, as well as grocery and convenience retailing industries. Leveraging this nuanced understanding, they adeptly tailor benefits packages to suit the unique needs of businesses within these sectors. Part of a dynamic regional insurance broker firm, Pentarisk combines localized insights with the resources and breadth of a larger entity, providing an unparalleled advantage in addressing the specific challenges and requirements of businesses in the Santa Rosa area. Their commitment to personalized service and deep-rooted industry knowledge makes them a trusted ally in navigating the complex landscape of employer benefits.

Acrisure is a Fintech leader that operates the world’s fastest-growing, top-10 insurance brokerage. The Company is headquartered in Grand Rapids, Michigan, and employs over 14,000 entrepreneurial colleagues driving innovation across financial services. Under the leadership of co-founder, Chairman and CEO Greg Williams, Acrisure has grown from $38 million to $4 billion in revenue in just over nine years. Acrisure is powered by the best of human and high-tech and offers insurance, reinsurance, real estate, cyber and more solutions to millions of clients around the world. Additionally, Acrisure is committed to social issues such as children’s health and DEI in financial services. Acrisure is a co-founder of Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. Other co-founders include nine-time NBA All-Star Russell Westbrook, Super Bowl champion quarterback Russell Wilson; and Grammy Award-winning singer/songwriter, Ciara. In our home of Grand Rapids, Michigan, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital. Discover more at www.Acrisure.com.

Foundation Risk Partners in Napa, CA, emerges as a distinguished insurance broker, excelling in catering to the unique needs of local and regional employers. With a specialized focus on medical and ancillary benefits, this office brings valuable expertise to the forefront, ensuring tailored solutions for businesses in the picturesque California region. One testament to their prowess is their successful collaboration with Fior Di Sole, a prominent player in the beverage manufacturing industry. Managing benefits for over 190 participants at Fior Di Sole underscores the broker's adeptness in navigating the complexities of the beverage manufacturing sector, showcasing their commitment to understanding and addressing industry-specific challenges. Situated in the heart of California, this Foundation Risk Partners location is an integral part of a larger regional insurance broker firm. Leveraging this affiliation, the office seamlessly combines local insights with the collective resources of the broader organization, offering comprehensive coverage and strategic guidance. In essence, Foundation Risk Partners in Napa stands as a trusted partner for employers seeking expertise in medical and ancillary benefits. Their success stories and industry-specific proficiency, particularly in beverage manufacturing, make them a compelling choice for businesses in the region.

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.

George Petersen Insurance Agency has been providing comprehensive insurance coverage since 1935. With a long history of delivering exceptional service at competitive pricing, our focus has always been on serving our clients and protecting their assets. As one of the largest independently owned agencies in Northern California, we have the size and experience to provide in-house expertise for every kind of insurance coverage, including business insurance, employee benefits, and personal insurance. Business Insurance: All types of coverage for your business -- whether you're a sole proprietorship or a large corporate entity. Employee Benefits: Comprehensive benefits services, including health, dental, vision, retirement, and estate programs -- all designed to help you retain your employees. Personal Insurance: Our dedicated personal insurance staff can help you save time and money on your homeowner's insurance, auto policies and more.

Ssm, based in Santa Rosa, CA, distinguishes itself as a substantial insurance broker, boasting a larger office equipped to serve the diverse needs of local and regional employers. With a focus on self-funded clients, this office location brings valuable experience to the table, catering to businesses of varying sizes, from small to midsize enterprises. As part of a local brokerage firm, Ssm has established itself as a reliable partner within the Santa Rosa community. Their extensive client portfolio includes prominent names such as Cagwin and Dorward, a leader in the specialty trade contractors industry, with 150+ participants. Additionally, Ssm serves Cjg Dba Cal Motor Sports in the accounting, tax preparation, bookkeeping, and payroll services sector, with 70+ participants. Kaiser, a key player in outpatient care centers, also relies on Ssm to provide benefits solutions for their 100+ participants. The broker's expertise spans across educational services, outpatient care centers, and nonresidential building construction industries, showcasing a versatile understanding of diverse sectors. Employers evaluating this office location can trust in Ssm's demonstrated experience with both small and midsize employers, ensuring tailored benefits packages that align with the unique needs of businesses in Santa Rosa.

Arrow Benefits Group is a trusted local insurance broker with its office based in Petaluma, California. Known for their exceptional customer service and expertise, they cater to clients of all sizes, including large, midsize, and small employers. Their high client ratings reflect the satisfaction of customers who appreciate the personalized attention and comprehensive insurance solutions provided by Arrow Benefits Group. With a focus on meeting the diverse needs of their clients, Arrow Benefits Group has developed a strong track record in working with self-funded employers. They have extensive experience collaborating with health maintenance organizations (HMOs) to ensure that clients receive the most suitable coverage options. Additionally, their expertise in working with preferred provider organizations (PPOs) enables them to deliver solutions that meet the specific needs of members. One notable example of their successful work is their partnership with Bank of Marin Headquarters (Administrative offices only), a prominent employer in the depository credit intermediation industry. Arrow Benefits Group collaborated closely with the HR and finance team of Bank of Marin Headquarters to establish a comprehensive insurance program that included self-funding arrangements, HMO plans, PPO plans, as well as pharmacy benefit management (PBM) and drug plans tailored to the unique requirements of their 270 members. Arrow Benefits Group has accumulated a solid M Score, thanks to their extensive experience and expertise across various industries and client sizes. They possess strong knowledge in sectors such as educational services, activities related to real estate, and financial investment activities, enabling them to deliver tailored insurance solutions to businesses operating in these fields. Serving clients across Massachusetts and Pennsylvania, Arrow Benefits Group has established relationships with reputable employers such as Acore Capital, Griffin Capital Company LLC, and United Cerebral Palsy of The North Bay Inc. Their commitment to exceptional service and their ability to cater to the specific needs of each client have positioned Arrow Benefits Group as a top choice for comprehensive insurance solutions.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

Malloy Imrie & Vasconi's office in Napa, CA, is a trusted insurance broker with a strong track record of serving the diverse needs of employers in the region. With a focus on employer benefits, this office location offers valuable expertise and services that cater to the unique requirements of midsize employers. One notable aspect of their portfolio is their extensive experience working with self-funded clients. This expertise positions them as a reliable partner for employers looking to navigate the complexities of self-funded insurance plans. Moreover, their ability to support both local and regional employers showcases their commitment to addressing the specific needs of businesses in Napa and the surrounding areas. In the realm of vocational rehabilitation services, Malloy Imrie & Vasconi's Napa office excels. They have established themselves as a go-to resource for employers in this industry, with a proven track record of success. Notably, they have successfully served Pace Solano, a vocational rehabilitation services provider in California with over 90 participants, showcasing their ability to handle the unique challenges of this sector. Operating as part of a local brokerage firm, this office combines the personalized attention of a community-focused operation with the resources and expertise of a larger organization. This synergy allows them to offer tailored solutions and unparalleled support to their clients. In conclusion, Malloy Imrie & Vasconi's Napa, CA, office is a reputable insurance broker with a strong emphasis on self-funded clients, expertise in vocational rehabilitation services industries, and a commitment to serving the local and regional employer community. Their experience with midsize employers makes them a valuable partner for businesses seeking comprehensive and customized insurance solutions.