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LEAVITT GROUP - SAN JOSE, CA
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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HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
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.
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XL BENEFIT INSURANCE SERVICES - SACRAMENTO, CA
XL BENEFIT INSURANCE SERVICES - SACRAMENTO, CA
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.
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ADVANCED ESTATE & INS. SERVICES INC - SAN FRANCISCO, CA
ADVANCED ESTATE & INS. SERVICES INC - SAN FRANCISCO, CA
ADVANCED ESTATE & INS. SERVICES INC - SAN FRANCISCO, CA
San Mateo, California
Advanced Estate & Insurance Services Inc., based in San Francisco, CA, presents a robust profile as an employee benefits brokerage firm. With a rich experience spanning over 35 years, this firm stands ready to offer comprehensive solutions for employer benefits plans. Their expertise encompasses a broad range of services, essential for businesses aiming to thrive in today's competitive landscape. Notably, they specialize in providing insurance and administrative know-how, tailored to meet the unique needs of each business they partner with. The firm's operations extend throughout the San Francisco Bay Area, where they have established strong partnerships with local and regional employers. Their focus on midsize employers is evident in their ability to handle a diverse range of insurance types, including medical, vision, and ancillary benefits. This adaptability is further highlighted in their work with top customers like Brightline in the ambulatory health care services industry, a testament to their capability in managing plans for organizations with 180+ participants. Advanced Estate & Insurance Services Inc.'s proficiency is not just limited to traditional insurance models. They also delve into modern healthcare plan options such as HMOs, PPOs, EPOs, POS, and HDHPs. This variety ensures that they can cater to the specific requirements of each employer, enhancing employee satisfaction and retention through well-structured benefit plans. In summary, this brokerage firm offers a comprehensive suite of services for businesses seeking to enhance their benefits packages. Their extensive experience, coupled with a keen understanding of both traditional and contemporary insurance models, positions them as a reliable partner for employers in the San Francisco Bay Area.
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PENNBROOK INSURANCE SERVICES INC - SAN FRANCISCO, CA
PENNBROOK INSURANCE SERVICES INC - SAN FRANCISCO, CA
San Francisco, California
Pennbrook/CAIB Insurance Services is a full service insurance brokerage located in downtown San Francisco who caters to business and personal clients. We anticipate their needs via risk management services and insurance products including property, general liability, directors & officers’ liability, errors & omissions, bonds, workers compensation, employee benefits, individual auto, home & health. Since 1982, we have assisted our clients to understand their risks. We provide each client with a team of professionals including a single point of contact, risk manager, account manager and your own claims specialist. Every client receives individualized exceptional treatment.
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BURNHAM BENEFITS (THE BALDWIN GROUP) - SAN FRANCISCO, CA
BURNHAM BENEFITS (THE BALDWIN GROUP) - SAN FRANCISCO, CA
Larkspur, California
Burnham Benefits, operating from their San Francisco, CA office, stands out as a prominent regional insurance broker firm. This larger office location is notably skilled in catering to a diverse clientele, including midsize and small employers, showcasing their adaptability and comprehensive understanding of varying business needs. Their proficiency is particularly evident in their work with self-funded clients, where they offer tailored support to local and regional employers. The San Francisco branch of Burnham Benefits has built a commendable portfolio, serving top-tier customers across multiple industries. Notably, they have successfully collaborated with Acute Care Surgery Medical Group in the offices of physicians industry, accommodating over 230 participants. Their expertise extends to the information industry, exemplified by their partnership with Adaptive Insights, which encompasses more than 490 participants. Furthermore, in the professional, scientific, and technical services industry, they have efficiently managed the needs of Align Technology, involving upwards of 310 participants. Burnham Benefits' proficiency is not limited to these sectors; they also excel across educational services, information, and computer systems design and related services industries. This versatility is a testament to their ability to understand and meet the unique insurance requirements of various sectors. Their San Francisco office is a reflection of their commitment to offering personalized, expert insurance solutions, ensuring their clients are well-equipped to navigate the complexities of employee benefits and insurance services.
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GEORGE PETERSEN INSURANCE AGENCY - SANTA ROSA, CA
GEORGE PETERSEN INSURANCE AGENCY - SANTA ROSA, CA
GEORGE PETERSEN INSURANCE AGENCY - SANTA ROSA, CA
Santa Rosa, California
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.
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ROBERT C PLACAK & ASSOCIATES - SAN FRANCISCO, CA
ROBERT C PLACAK & ASSOCIATES - SAN FRANCISCO, CA
ROBERT C PLACAK & ASSOCIATES - SAN FRANCISCO, CA
San Rafael, California
Located in the vibrant business hub of San Francisco, the Robert C Placak & Associates office stands as a stalwart insurance broker, catering to the diverse needs of employers in the region. With a robust history in managing self-funded clients, they bring a wealth of experience to the table, particularly excelling in serving local and regional employers. What sets them apart is their deep understanding and successful track record in key industries, such as outpatient care centers and automobile dealerships. Their portfolio showcases notable collaborations, including Envision Motors Management, a prominent player in the automobile dealers industry, boasting 110+ participants. Similarly, they have provided comprehensive support to Satellite Healthcare, a major player in the outpatient care centers industry, with an impressive 790+ participants. This office of Robert C Placak & Associates thrives as part of a local brokerage firm, ensuring a nuanced understanding of the unique challenges and opportunities within the San Francisco business landscape. Their tailored solutions and industry expertise position them as a trusted ally for employers seeking comprehensive and effective insurance solutions.
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FLOCK IS, INC. - SAN FRANCISCO, CA
FLOCK IS, INC. - SAN FRANCISCO, CA
FLOCK IS, INC. - SAN FRANCISCO, CA
San Francisco, California
Flock Is, Inc.'s San Francisco, CA office stands as a formidable player in the insurance brokerage arena. Operating from a larger office, they have cultivated a wealth of experience catering to diverse clientele, with a particular strength in serving self-funded clients. Their proficiency extends to both local and regional employers, showcasing adaptability and a nuanced understanding of varying business needs. Distinguished by a robust portfolio of clients, Flock Is, Inc. has proven instrumental to prominent companies such as Blew & Associates PA, Heartland Farms, and Interstate Warehousing. These success stories span industries such as architectural and engineering services, fruit and vegetable preserving, as well as support activities for road transportation. The broker's multifaceted expertise positions them as a go-to resource for employers across architectural, engineering, and related services; fruit and vegetable preserving and specialty food manufacturing; and support activities for road transportation industries. As a key player in a local brokerage firm, this office reflects a commitment to the community while demonstrating an impressive track record with midsize and small employers. Flock Is, Inc.'s San Francisco location emerges as a reliable partner, navigating the intricate landscape of employer benefits with proven experience and a client-focused approach.
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TCS INSURANCE - SAN FRANCISCO, CA
TCS INSURANCE - SAN FRANCISCO, CA
TCS INSURANCE - SAN FRANCISCO, CA
Larkspur, California
Have you ever peeled an orange and discovered there was an apple inside? In planning for high net worth families and high-growth organizations, we call it The Perception Gap. It’s when buyers of strategies, products or advice perceive they have something in place, yet their reality is altogether different. Creation of wealth and enterprise is a magnet for complexity. We offer complementary support, alongside your existing advisors, for those areas in which specialized expertise may close the gap: - Disability insurance for unusually high-income earners (often implemented at the organizational level) - Life insurance design, implementation and ongoing management - Family wealth planning - Business continuity planning We form product design partnerships directly with top manufacturers that create peer-based risk pools and proprietary offerings uniquely suited for established families – and organizations with an unusual concentration of high-income earners. Clients often receive lower pricing, advanced features and higher coverage limits, through products not available in the general marketplace. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. TCS Insurance Agency, Inc. is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
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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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ALLIANT INSURANCE SERVICES - SAN FRANCISCO, CA
ALLIANT INSURANCE SERVICES - SAN FRANCISCO, CA
ALLIANT INSURANCE SERVICES - SAN FRANCISCO, CA
Walnut Creek, California
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
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FAQs
How can I find an insurance broker near Concord, California
Mployer lets you search for Concord, California-area insurance brokers, advisors, or consultants in one place. Narrow your results at the top of this page by M Score rating, company size, the type of insurance you're looking for, or even your industry.
How are insurance brokers in Concord, California paid?
Most often business insurance brokers are paid through commissions and fees. Small and mid-size companies' insurance brokers are typically paid through commissions. These are paid to the broker by the insurance company you select. Larger companies often set up a fee-based arrangement instead of a commission-based arrangement with their broker or consultant partner.
Can I compare insurance brokers in the Concord, California area?
It can feel overwhelming to sift through the many brokers in the Concord, California area. It's why Mployer provides a free comprehensive list of all Concord, California insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score. The higher the M Score, the broader the broker's experience. With an M Score, you are empowered to choose the best broker for your company.
What is the difference between an insurance broker, agent, and a consultant in Concord, California?
Insurance brokers, agents, and consultants in Concord, California all have a similar role as they help a business or individual select an insurance company and plan. Agents represent one specific insurance company only for the most part, they sell that insurance company's products. Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected. Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants. You can use Mployer to find Concord, California based insurance brokers and consultants.
Should I hire an independent Concord, California insurance broker?
Finding the best insurance for your business can feel intimidating, as there are a lot of options in Concord, California. For most organizations, it's beneficial to hire an independent broker. An insurance broker local to the Concord, California area will have familiarity to the Concord, California healthcare systems and insurance plans. This gives Concord, California insurance brokers unique insight that others from out of the area may not have. Also, independent insurance brokers are able to quote you prices for your employees from a wider range of insurance carriers and therefore can often find prices and plans that better fit unique needs.
How do I choose a benefits broker in Concord, California?
It can feel overwhelming to sift through the many brokers in the Concord, California area. That is why Mployer provides a free comprehensive list of all Concord, California insurance brokers. We include overviews, customer reviews, and our independent rating called an M Score.
Can I change my insurance broker?
If you are currently working with a broker, it's important to know that you can always change your insurance broker. Even if you're happy with your broker, it's a good idea to evaluate Concord, California-based insurance brokers often. If you do not feel like you as a business are not receiving the right price or level of service you deserve, you should evaluate a new insurance broker. Mployer provides a free list of Concord, California based insurance brokers and consultants for you to review including customer ratings and independent scores.
Will my insurance broker handle my insurance claims?
Insurance brokers in Concord, California do not specifically handle claims, that is the role of your insurance carrier. Your insurance broker can help you navigate the claims process if needed, especially for large and or questionable claims.
Do all Concord, California brokers have an M Score?
We work hard to ensure every M Score is accurate, helpful, and pushes the insurance brokerage industry to be open and transparent. It's calculated using a brokerage's breadth and depth of experience across industries, employer sizes, and offerings. An industry-first, the M Score is available for most Concord, California-based brokers and more are being added every day.
When is the best time to shop for a new insurance broker?
Making the right insurance choice saves money, helps retain the best employees, and can prevent unforeseen costs. An insurance broker is an invaluable asset so the best time to shop for a new Concord, California-area insurance broker is earlier than you think. Extra time helps identify the skills and capabilities expected of your ideal broker, lets you understand how different brokers deliver different results, and gives you the ability to use neutral third-party tools like Mployer to evaluate broker options.