LIS Benefits is a premier, locally owned agency headquartered in North County San Diego. Established in 2006, LIS Benefits has expanded our lines of coverage to keep up with the ever-changing insurance industry. We specialize in insurance coverage to meet your personal and business needs, with a focus on employee benefits and executive benefits. No matter which coverage you need, let LIS tailor a solution to maximize your insurance dollar. LIS works with clients to establish a long-term plan for your program and aims to act as an extension of your HR team to assist both strategically and tactically, minimizing your administrative burden of Employee Benefits allowing you to focus on the growth your business. Our insurance agents are here to help you through the insurance process with the main goal of protecting what you value most, your employees. We understand your employees and business are more than just financial investments, they have emotional meaning as well. Guiding you towards the policies that most effectively protect against loss is what we do best.

At C3, we're shaking up the insurance industry by redefining the privately held insurance brokerage firm. Founded in 2017, C3 is locally owned and headquartered in San Diego. With decades of experience under our belt, we take a fresh approach to managing risk for companies of all sizes. Our unique business model and dedication to employees and clients has propelled us to become one of the fastest-growing insurance firms in the country. We believe insurance can be a colorful, collaborative experience. We include our clients in the process and offer unique services beyond insurance. Innovation is in our DNA and we're unapologetically positioning ourselves as industry disruptors. We're ambitious, fresh and fun. We're different and we like it that way. Mission: We bring color and a fresh perspective. Vision: To create peace of mind. 3 C’s Creative – we think differently Collaborative – we are in this together Care – we care about people

Our mission at Unified Employee Benefits...is to help companies provide opportunities for employees to protect themselves with the information, products and value that give true peace of mind. We strive to find the best voluntary insurance products at low cost to your employees, so they can design their benefits to suit their individual needs, all at no additional cost to their employer. Our reputation is built on the service and value we provide to our clients. Our team will meet one-on-one with each of your employees to explain the products and enroll them in their desired programs. Should the need for a claim arise, we will personally handle each employee's case and help guide them through the process.

Click2Bind Insurance, based in San Diego, California, is a highly rated local insurance broker known for its exceptional customer service and expertise. With a focus on serving clients across Kansas, this office has earned a stellar reputation for its commitment to client satisfaction. One notable example of their excellent work is their partnership with CalCon Mutual Mortgage, a prominent employer in the nondepository credit intermediation industry with 230 members. Click2Bind Insurance collaborated closely with CalCon Mutual Mortgage's HR and finance team to devise a self-funding arrangement and a specially tailored HMO plan. This personalized solution effectively addressed the unique needs of CalCon Mutual Mortgage's members. Leveraging their extensive experience in the nondepository credit intermediation sector, Click2Bind Insurance consistently delivers tailored insurance solutions that meet the specific requirements of their clients. Specializing in serving midsize employers, Click2Bind Insurance has established a strong foothold in the industry. Their in-depth knowledge and expertise enable them to provide comprehensive insurance services to businesses across various sectors within the nondepository credit intermediation industry. Clients of Click2Bind Insurance benefit from their commitment to personalized service, reliable guidance, and innovative solutions. With their dedication to exceptional customer care and specialized expertise in the nondepository credit intermediation field, Click2Bind Insurance is the go-to insurance broker for businesses seeking comprehensive insurance coverage and reliable advice.

Located in the vibrant city of Los Angeles, the ERM Insurance Brokers office stands out as a reliable partner for employer benefits solutions. With a strong focus on serving local and regional employers, this branch specializes in tailoring comprehensive medical and ancillary benefit packages to meet the unique needs of businesses in various industries. Notably, ERM Insurance Brokers in Los Angeles boasts a commendable track record in working with midsize employers, showcasing their expertise in navigating the complexities of this market segment. Their commitment to excellence is exemplified by their successful partnerships with prominent companies such as Cg Landscape and Pankl Holdings. Cg Landscape, a leader in the services to buildings and dwellings industry, benefits from ERM's services with a participant base exceeding 150. Similarly, Pankl Holdings in the miscellaneous manufacturing sector relies on ERM to provide benefits for over 300 participants. As a part of a local brokerage firm, ERM Insurance Brokers in Los Angeles combines the personalized touch of a community-focused entity with the resources and expertise of a larger organization. Their dedication to understanding the specific needs of businesses, especially in the services to buildings and dwellings industries, sets them apart as a trusted ally in the realm of employer benefits.

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

Mauzy Heating, Air & Solar's San Diego office stands as a robust hub within the expansive landscape of insurance brokerage. Boasting a notable presence, this larger office has honed its expertise in catering to the diverse needs of self-funded clients, rendering invaluable support to both local and regional employers. Their proven track record extends to collaborating with prominent entities such as the Lytton Rancheria of California and the Viejas Band of Kumeyaay Indians. With a focus on serving the gambling and religious, grantmaking, civic, professional, and similar organizations industries, Mauzy Heating, Air & Solar's San Diego branch exhibits commendable proficiency. Notably, they have successfully managed employee benefit programs for Lytton Rancheria of California, an influential player in the gambling industry with 450+ participants, and the Viejas Band of Kumeyaay Indians, a significant entity in the religious, grantmaking, civic, professional, and similar organizations sector with 960+ participants. As a pivotal player in the local brokerage scene, this office brings a wealth of experience in dealing with large employers. Their demonstrated acumen in navigating the intricacies of insurance solutions positions them as a reliable partner for employers seeking comprehensive and tailored benefit packages. Mauzy Heating, Air & Solar's San Diego office emerges as a strategic ally, offering a wealth of knowledge and a proven track record in the realm of employer benefits.

I partner with businesses to design and optimize employee benefits strategies that balance cost, compliance, and competitiveness—ensuring they attract and retain top talent.

Panorama is a full-service insurance intermediary providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide. We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs, including your risk tolerance, overall business plans, and long-term investment goals. In addition, Panorama offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you envision. Whether you’re looking for access to products, competitive economics, greater control over expenses, an opportunity to broaden your service offering and grow your client base — or a combination of these — we are here to deliver. Our leadership team has an average of 25 years of experience at top insurance firms and is backed by a high-caliber group of successful entrepreneurs and insurance experts. We work with an extensive network of vendors from diverse industries and bring best practices from multiple disciplines including investment banking, real estate, private equity, savings and tax, human resources, and accounting. The result: innovative solutions that protect your assets and support your success–now and in the future.