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.

In a competitive labor market, offering comprehensive employee benefits is not just an option — it’s a necessity. We provide tailored benefits packages that rival the ones offered by Fortune 500 companies, providing a seamless, online benefits administration and boosting your employees’ performance and well-being. Paychex Agency's Unique Value Proposition includes: Integrated Services - Payroll companies often bundle insurance offerings (like workers' compensation or health insurance) with their payroll and HR services, simplifying processes and reducing administrative tasks; Premiums can be seamlessly calculated and deducted based on payroll data, ensuring accurate and timely payments. Real-Time Adjustments - Workers' compensation premiums can be adjusted automatically as payroll changes, reducing the risk of overpayments or underpayments; Avoidance of large year-end premium audits since adjustments are handled in real-time. Compliance Support - Payroll companies stay up to date with labor laws and regulations, helping businesses remain compliant with insurance-related requirements, such as workers’ comp laws, cobra, model notices, and ACA reporting. Streamlined Reporting - Access to consolidated reports covering payroll, insurance, and related data, making it easier for businesses to manage records and meet reporting requirements. Ease of Onboarding - New employees can be easily enrolled in insurance plans as part of the payroll setup process, reducing paperwork and delays.

McGriff's Los Angeles office stands as an expansive hub, offering a wealth of experience in navigating the intricacies of insurance for employers of all sizes. This prominent location boasts a noteworthy track record, particularly excelling in serving midsize, large, and small employers alike. As part of a distinguished national insurance brokerage firm, this office brings a robust understanding of the insurance landscape to the table. One of the standout features of McGriff's Los Angeles branch is its significant expertise in handling self-funded clients. This proficiency extends to nuanced areas such as stop-loss and limits, as well as comprehensive insights into pharmacy costs and HR consulting. Their diverse clientele attests to their adaptability, with notable associations across industries such as furniture and home furnishing merchant wholesalers, medical equipment and supplies manufacturing, and warehousing and storage with many top-tier organizations entrusting McGriff with their insurance needs. These partnerships underscore McGriff's ability to tailor solutions to the unique demands of each sector. For an employer benefits buyer seeking a trusted ally in navigating the complexities of insurance, McGriff's Los Angeles office emerges as a formidable and reliable choice.

The Burnham Difference - We don’t believe in business as usual. Securing better results for our clients takes a unique attitude and approach, and we develop deep relationships with our clients because better understanding is the foundation for better results. Today’s challenges demand a new kind of partner, at Burnham Benefits, we’re proactive problem solvers who discover opportunities in challenges. There’s no “set and forget” to our solutions. We’re always optimizing. We don’t meet industry standards, we set them. More Agile. More Innovative. More Comprehensive. More Committed. Servicing clients nationally and throughout California including Orange Country and Los Angeles.

With over 35 years of expertise, Advanced Estate & Insurance Services (AEIS) is ready to help you find real solutions to your benefit problems. Partnering with AEIS means you’ll be working with an experienced strategist, advocate, and advisor to help you overcome your employee benefit challenges and more. By delivering customized benefits and removing the complexities of administering those benefits, we work with you create a place in which people love to work and succeed. We advise businesses with 2 to 500 employees on various types of insurance, which includes Medical, Vision, Dental, Disability, Life / AD&D, and Key Person and Buy-Sell Life Insurance. Being based in Silicon Valley, we are experienced with ensuring our clients’ out-of-state employees are properly covered and that their company complies with the employment and benefits laws of all necessary states.

About UBF Consulting UBF is a leading employee benefit and human resources consulting firm. We provide consulting solutions that manage risk, optimize talent, and transform organizations to become great places to work. The idea of UBF was borne out of a vision to represent the best interest of our clients and advise them on how to meet their human capital management needs through benefit and human resource strategies. What UBF Can Do for You Save Money UBF’s proprietary solutions optimize health plans with improved $0 deductible benefits, patient navigation to the best doctors and hospitals, pharmacy rebates, and near-site or on-site care. With a baseline savings that are often below current costs, our trends are more than half of typical industry trend. Save Time UBF’s solutions and employee benefit concierge service combine AI technology with a personal touch. Employees can elect to manage their plans through a mobile-ready application or they can call a UBF team member for personalized assistance. Expand Resources UBF provides in-house Human Resource solutions that are practical, focused on best-practices, and positions your organization to achieve success. A team of nationally recognized legal experts who ensure compliance in every facet of employment law also supports us. Create Great Places to Work UBF’s integrated benefits, population health and human resource solutions are geared toward helping companies create great places to work. Our programs and systems are evidence-based and help companies develop engagement, positivity, resilience, loyalty, and trust with their workforce. What Makes UBF Different Differentiator #1: We are a Health Rosetta Advisor As a Health Rosetta Advisor UBF helps organizations design and implement health benefits plans that are cost-effective, sustainable, and focused on improving the quality of care for employees. The Health Rosetta is a blueprint for health benefits that aims to address the inefficiencies and high costs of traditional healthcare systems. Health Rosetta Advisors use a set of principles and best practices to guide employers in transforming their health benefits strategies. These principles include: • Transparent and Accountable Healthcare • Aligned Incentives • Value-Based Purchasing • Employee Empowerment Differentiator 2: Proprietary Solution Set Most plan sponsors are stuck in the never-ending spiral of health plans that continue to deliver 5-8% annual increases. UBF’s solutions seek to end health insurance trend because they are configured to help members find the best possible care at the lowest possible cost. These solutions not only result in improved benefits but better healthcare outcomes. Differentiator 3: Master Level Consultants UBF consultants have worked for or represented Fortune 500 companies and well-known names like Mattel, Union Bank, and Bekins. These committed advisors are actively involved with both setting the strategy and seeing it through. And most importantly, our team is passionate about seeking solutions that serves the best interest of our clients.

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.

The Bachan Group (TBG) is a NextGen Health Insurance Agency working with businesses throughout the Central Coast. Though our strategies are highly innovative, they’re built upon our old-school values and strong work ethic. TBG’s insurance roots stretch back to 1913 and the benefits team has over 100 years of combined experience that we are eager to put to work for you. OUR THREE UNIQUES 1. We focus on Self-funded benefits 2. We teach companies how to help their employees purchase their healthcare needs at a lower price 3. We show companies how to improve their profitability using their health insurance plan

For 30 years, Johnson & Dugan's highest priority has been to make it easy for any company to expertly plan and administer employee benefits. Johnson & Dugan prides itself on consistently delivering and maintaining high standards of quality for each and every one of our clients. All of the companies we work with receive superior customer service, regardless of their size or the level of complexity of their employee benefits program.

CMA Insurance specializes in Employee Benefits for Small and Large Businesses. We separate ourselves from other firms by establishing a direct link to the employee with regard to benefits, coverage, change requests, and most important, claim issues. CMA Insurance Services, Inc. was founded in 1982 under the name of Corporate Marketing Insurance Associates, Incorporated. As our company grew in size, our name got shorter and eventually became CMA Insurance Services or simply CMA. ​Over the years, CMA has evolved into an insurance brokerage firm that specializes in the design and development of cost effective employee benefit plans for companies of all sizes. We do not want to meet your expectations, we want to exceed them. Our success and growth has been a result of providing our client with individual attention, exceptional service and the requirement that our carrier partners do the same. We take pride in being proactive, accessible and accountable.

“What gets measured gets managed.” Since we’ve partnered with Human Resources professionals for years, we clearly understand that to say you have a lot to manage is an understatement. We are not looking to add more to your plate, but to take some of these processes off of yours, while easing your administrative burden with our professional services found right here on our website. We help measure what you manage through Benchmark Reporting for Self-Funded Plans, Employee Benefits Guides for Large and Small Group, Company Intranet Site and Employee Portal, Mandatory Sexual Harassment Training, Benefits Administration and Systems Implementation support for Small Group Clients, Total Compensation Statements, HR Technology Portals, IRS/ERISA Compliance, and more. We also look to set agreeable expectations of annual onsite visits and touches. We communicate this through our initial meetings with our Timeline of Services, and again with our annual Broker Services review. This way our clients can look anticipate and schedule our quarterly reviews, Open Enrollment schedule, onsite visits and any video meetings. Of course, this is in addition to typical servicing, atypical legislative changes and the all too familiar “expected-unexpected” circumstances that necessitate additional communication with our clients, and vice-versa.