ACRISURE - ALISO VIEJO, CA

Aliso Viejo, California

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.

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BENEFIT PRO INSURANCE - SAN DIEGO, CA

San Diego, California

Benefit Pro has been helping companies throughout San Diego and CA access, understand, and implement employee benefits and HR support. Our approach is unique and tailored, aligning our solutions with your growth strategies. While our services are proudly focused on Southern CA, we are recognized and respected on numerous levels nationwide. Benefit Pro’s exceptional performance record is the result of an extraordinary team dedicated to helping companies be their best without blowing their budget.

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JOHNSON & DUGAN INSURANCE SERVICES CORPORATION - REDWOOD CITY, CA

Redwood City, California

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.

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CMA INSURANCE SERVICES, INC.

Roseville, California

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.

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BECKWORTH BENEFICIAL - FRESNO, CA

Fresno, California

“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.

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INTERWEST INSURANCE SERVICES, LLC - MERCED, CA

Merced, California

InterWest offers insurance solutions to cover the medical expenses of organizations in the Merced, CA region. This includes voluntary benefits and comprehensive medical plans. Providing this kind of coverage can help to retain employees by rewarding them for their service. The market employs 45,700 people. Those who work in this area depend on their employer for many benefits, including health insurance. InterWest's Merced office has an M Score of 5 out of 5, representing a wide range of experiences. InterWest Merced is part of a regional brokerage firm that provides services to various regions with a local office in the Merced region. InterWest was founded in 1992 as the result of a merger between three large successful insurance brokerage firms located in Northern California.

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BRIO BENEFIT CONSULTING - LOS ANGELES, CA

Los Angeles, California

At Brio we know that your employees are your company’s most valuable asset - now more than ever! When you partner with Brio you can be comfortable that you’re at the cutting edge of healthcare benefits innovation, ensuring your company’s employees access to the highest quality healthcare and benefits, while delivering enormous value to your business. Our client loyalty underscores our success and is a testament to the consistent excellent customer service that sets Brio apart. This legendary service has garnered them an M Score 5 rating. They have provided quality services at fair prices and have been able to work with their clients to reach their goals when it comes to employee benefits coverage in the New York Metro Area and beyond. Brio Benefit Consulting is a top-ranked employee benefit consulting firm offering a wide range of services across industries for companies of all sizes. Brio's team consists of experts in healthcare, retirement, and compliance.

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THE BACHAN GROUP LLC

Watsonville, California

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

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NORTHGATE BENEFITS - SAN FRANCISCO, CA

San Francisco, California

Northgate Benefits has over 15 years of experience in designing, implementing and servicing employee benefit plans. We are an independent agent/broker not affiliated with any specific vendor products so we can work with employers and employees to help them find the best solution in the marketplace to fit their needs.

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UBF CONSULTING

Walnut Creek, California

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.

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