Insurance Brokers near Monterey

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Heffernan Insurance Brokers offers commmercial insurance, personal insurance, employee benefits, and financial services across the United States and the United Kingdom. They are proud to be 100% employee owned and donate a significant amount of their profits to charity.

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EPIC is a leading insurance agency that is able to provide risk management, employee benefits, and property and casualty insurance. The company offers insurance solutions for all types of individuals and businesses. EPIC began their operation in 2007 and has expanded across the country. They have achieved an M score of 5, due to positive customer feedback and experience. The San Mateo office covers the area of San Francisco-Oakland-Hayward, which has 2,167,500 employees who depend on EPIC for employee benefits, such as health insurance. EPIC is an employee benefits solutions provider that helps employers in all stages of the benefits lifecycle. They work with small-to-midsize organizations to provide them with comprehensive, customized solutions for their HR needs. As a US-based benefits broker, EPIC's knowledge of US legislation and regulation ensures clients' peace of mind through compliance with all relevant legal requirements. They also help clients identify challenges to address in order to mitigate risk exposure. EPIC has expertise in strategic planning, administering HR programs, developing EAPs, and creating wellness programs to meet the needs of target populations. They're passionate about understanding their client's unique business objectives and shaping solutions that will deliver measurable impact.

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Frequently asked questions


How can I find an insurance broker near Monterey?

Mployer Advisor lets you search for Monterey-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 Monterey 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 Monterey area?

It can feel overwhelming to sift through the many brokers in the Monterey area. It’s why Mployer Advisor provides a free comprehensive list of all Monterey 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 Monterey?

Insurance brokers, agents, and consultants in Monterey all have a similar role as they help a business or individual select an insurance company and plan.

You can use Mployer Advisor to find Monterey based insurance brokers and consultants.


Should I hire an independent Monterey insurance broker?

Finding the best insurance for your business can feel intimidating, as there are a lot of options in Monterey. For most organizations, it’s beneficial to hire an independent broker.

An insurance broker local to the Monterey area will have familiarity to the Monterey healthcare systems and insurance plans. This gives Monterey 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 Monterey?

It can feel overwhelming to sift through the many brokers in the Monterey area. That is why Mployer Advisor provides a free comprehensive list of all Monterey 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 Monterey-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 Advisor provides a free list of Monterey 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 Monterey 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 Monterey 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 Monterey-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 Monterey-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 Advisor to evaluate broker options.



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