Find Top Insurance Brokers Near Monterey, California
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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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PENTARISK - SANTA CRUZ, CA
Santa Cruz, California
Located in the vibrant hub of Santa Cruz, Pentarisk’s office stands as a formidable presence in the realm of insurance brokering. Nestled within this larger office is a team with a proven track record, boasting exceptional proficiency in catering to the diverse needs of employers, particularly within the local and regional sectors.
With a specialized focus on midsize employers, Pentarisk’s expertise shines brightly across various industries. Their portfolio proudly showcases success stories with industry giants such as Nordic Naturals, a prominent player in food manufacturing with over 230 engaged participants. Additionally, they’ve partnered seamlessly with Santa Cruz Seaside Company in the amusement parks and arcades industry, overseeing 50+ participants, and Spiraledge in retail trade, offering expert guidance to a workforce of 110+.
Notably, Pentarisk demonstrates a deep understanding of the nuances within offices of physicians, amusement parks and arcades, and the retail trade. Their affiliation with a regional insurance broker firm bolsters their resources, enabling them to navigate complexities with finesse.
What sets Pentarisk apart is their adeptness in handling self-funded clients, harnessing this experience to tailor bespoke solutions for their clients’ unique needs. Their robust experience and commitment to excellence make them a trusted partner for employers seeking comprehensive and customized insurance solutions in the dynamic landscape of Santa Cruz, California.
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PROCO - SAN JOSE, CA
Campbell, California
Proco's San Jose, CA office stands as a formidable force in the insurance brokerage landscape, boasting a substantial presence as one of the larger offices within the Proco network. With a focus on catering to the diverse needs of employers, they bring a wealth of experience to the table, particularly excelling in the realm of self-funded clients. This office has successfully supported a range of local and regional employers, showcasing a versatile skill set.
Distinguishing themselves through hands-on experience, Proco's San Jose team has proven competence across various industries. Notable partnerships include the Bill Wilson Center, an individual and family services entity with over 80 participants; Goodwill of Silicon Valley, a prominent organization in the religious, grantmaking, civic, professional, and similar sectors with 70+ participants; and the Indian Health Center of Santa Clara Valley in outpatient care centers, boasting 40+ participants. Their extensive expertise extends across outpatient care centers, individual and family services, as well as offices of physicians.
As part of a local brokerage firm, Proco's San Jose office brings a community-oriented approach to insurance solutions. Their track record includes successful collaborations with midsize and small employers, underscoring their commitment to delivering tailored, effective insurance strategies. With Proco in San Jose, employers can expect a dedicated partner with a proven ability to navigate the intricacies of the insurance landscape.
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ONE CONNECTINC - SANTA CRUZ, CA
Captiola, California
One Connect Insurance Solutions is a local insurance broker based in Capitola, California. Their office extends their services to clients in Missouri and Arkansas. While some customers have expressed lower satisfaction in their reviews, it may be worth considering their performance as you evaluate potential partners.
An illustrative example of their work at this office location is their collaboration with Child Development Associates, a public administration employer with 350 members. One Connect Insurance Solutions partnered with the HR and finance team at Child Development Associates to establish a self-funding arrangement. They also designed a customized HMO plan, PBM, and drug plan tailored to meet the specific needs of their members.
In addition to Child Development Associates, One Connect Insurance Solutions serves a range of employer clients in various industries. Their expertise lies particularly within the public administration sector.
Operating primarily with large employers, One Connect Insurance Solutions brings their extensive experience and knowledge to deliver insurance solutions that align with their clients' needs. While they have shown expertise and proficiency in their field, it may be prudent to investigate the concerns raised in customer reviews.
With their local presence in Capitola, California, One Connect Insurance Solutions is well-positioned to serve clients across Missouri and Arkansas. Their commitment to providing tailored solutions and their experience in the public administration industry make them a valuable insurance brokerage partner for large employers in these regions.
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MICHAEL B KELLY INSURANCE SERVICES - SALINAS, CA
Carmel, California
Located in Salinas, CA, Michael B Kelly Insurance Services stands out as a trusted local partner for employer benefits solutions. With a rich history of catering to the diverse needs of midsize employers, this office location brings a wealth of experience to the table. The team excels in working with self-funded clients, showcasing their proficiency in managing risk and delivering tailored solutions.
At the heart of their success is a dedication to supporting both local and regional employers. As part of a local brokerage firm, Michael B Kelly Insurance Services has established itself as a community-oriented player with a keen understanding of the unique challenges faced by businesses in the area.
Their extensive expertise spans various industries, including insurance carriers and management, scientific, and technical consulting services. Noteworthy clients such as Cypress Healthcare Partners and Montage Health highlight the broker's effectiveness in navigating the complexities of employer benefits, with a demonstrated track record of serving companies with 640+ and 230+ participants, respectively.
In choosing Michael B Kelly Insurance Services, employers gain access to a team that combines local insight with industry knowledge, ensuring comprehensive and tailored insurance solutions for their workforce.
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ACRISURE WEST REGION - CAMPBELL, CA (CORPORATE OFFICE)
Campbell, 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 over a thousand of the Bay Area's most dynamic companies on the most crucial aspects of business risk management and employee benefits. In addition, we have thousands more individual policyholders that receive the same attention to detail for their personal risk management needs.
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ACRISURE - SANTA CRUZ, CA
Santa Cruz, California
Empty description.
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BENEFITEDGE - SAN JOSE, CA
Morgan Hill, California
Benefitedge's San Jose, CA location stands out as a robust and capable insurance broker, particularly suited for employers seeking comprehensive benefits solutions. As a larger office within a local brokerage firm, they bring a unique blend of regional expertise and personalized service. Their proficiency is particularly notable in working with self-funded clients, an area where they have accumulated substantial experience.
A key aspect of Benefitedge's offering is their demonstrated ability to cater to midsize employers. This is evident in their impressive portfolio of top clients, which includes notable organizations across various industries. Forge Global, a prominent player in the information industry, with over 220 participants, is a testament to Benefitedge's capability in handling complex needs in this sector. Similarly, their work with Stanford Federal Credit Union, with 220+ participants in the depository credit intermediation industry, showcases their adeptness in financial sector benefits management.
Furthermore, Benefitedge has a strong presence in serving organizations in the religious, grantmaking, civic, professional, and similar organizations industry. This is exemplified by their successful collaboration with Reading Partners, an entity in this sector with more than 150 participants. Their breadth of expertise across these diverse industries indicates a versatile and adaptive approach to benefits management, ensuring tailored solutions for each client's unique needs.
In summary, Benefitedge's San Jose office is a powerful ally for local and regional employers seeking a knowledgeable and experienced insurance broker. Their ability to handle a wide range of industries with specialized solutions makes them a valuable partner in the realm of employer benefits.
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PROBITY INSURANCE SERVICES - SAN JOSE, CA
San Jose, California
Protected Profits offer medical insurance, voluntary benefits and other services for small to mid sized employers in the San Jose-Sunnyvale-Santa Clara, CA Metro Area. Who an employer chooses as their employee benefits advisor is more important that who they choose as an insurance broker. Companies must offer competitive benefits in markets like San Jose-Sunnyvale-Santa Clara, CA due to increasing demand for employees. Protected Profits San Jose is a local insurance broker serving the greater San Jose region. Protected Profits San Jose office is a small business with experience in the financial services industry. They work with a number of carriers and have been providing insurance services since 2010. In addition to this, they offer employee benefits consulting and legal counsel on all aspects of HR. They have an M Score of 2.
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HUB INTERNATIONAL - SAN JOSE, CA
Bothell, California
HUB International, a national insurance consultant, operates a prominent office in Bothell, California, extending its services to clients throughout California, Texas, and Washington. This location of HUB International has established a solid reputation for its exceptional work with a diverse range of employers, including Otter Media Holdings LLC. As a 270-member employer in the information industry, Otter Media Holdings LLC sought HUB International's expertise to set up a tailored self-funding arrangement, along with a comprehensive suite of insurance plans such as HMO, PPO, PBM, and drug plans, specifically designed to address the unique needs of its workforce.
HUB International distinguishes itself through its extensive experience and proficiency in serving clients of various sizes, industries, and products. The company's impressive M Score, one of the highest attainable, reflects its unparalleled expertise in navigating the insurance landscape. HUB International's robust knowledge extends to industries such as computer systems design, related services, general purpose machinery manufacturing, and office administrative services.
With a focus on self-funded employers, HUB International brings considerable experience to the table, enabling them to tailor insurance solutions that align with the specific requirements of their clients. Moreover, the company possesses a strong track record of effectively collaborating with HMOs and clients to deliver optimal outcomes. HUB International's expertise extends to working with clients and PPOs, ensuring that member needs are met efficiently. The company also boasts valuable experience in partnering with pharmacy benefit managers (PBMs) and other specialized pharmacy providers, further enhancing their comprehensive range of services.
Through their Bothell office, HUB International stands as a reliable and trusted insurance broker, catering to the needs of large and midsize employers, and leveraging their vast industry knowledge and client-centric approach to deliver exceptional results.
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HUB INTERNATIONAL - SAN JOSE, CA
Bothell, California
HUB International, a national insurance consultant, operates a prominent office in Bothell, California, extending its services to clients throughout California, Texas, and Washington. This location of HUB International has established a solid reputation for its exceptional work with a diverse range of employers, including Otter Media Holdings LLC. As a 270-member employer in the information industry, Otter Media Holdings LLC sought HUB International's expertise to set up a tailored self-funding arrangement, along with a comprehensive suite of insurance plans such as HMO, PPO, PBM, and drug plans, specifically designed to address the unique needs of its workforce.
HUB International distinguishes itself through its extensive experience and proficiency in serving clients of various sizes, industries, and products. The company's impressive M Score, one of the highest attainable, reflects its unparalleled expertise in navigating the insurance landscape. HUB International's robust knowledge extends to industries such as computer systems design, related services, general purpose machinery manufacturing, and office administrative services.
With a focus on self-funded employers, HUB International brings considerable experience to the table, enabling them to tailor insurance solutions that align with the specific requirements of their clients. Moreover, the company possesses a strong track record of effectively collaborating with HMOs and clients to deliver optimal outcomes. HUB International's expertise extends to working with clients and PPOs, ensuring that member needs are met efficiently. The company also boasts valuable experience in partnering with pharmacy benefit managers (PBMs) and other specialized pharmacy providers, further enhancing their comprehensive range of services.
Through their Bothell office, HUB International stands as a reliable and trusted insurance broker, catering to the needs of large and midsize employers, and leveraging their vast industry knowledge and client-centric approach to deliver exceptional results.
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APEX BENEFITS GROUP - SAN JOSE, CA
Campbell, California
Our team of insurance, health and pharmacy experts builds competitive and cost-effective employee benefits programs to help organizations attract the very best talent and cut overall costs.
Apex was founded in 2003 by CEO John F. Gause. Today, as Indiana's largest advisory firm dedicated solely to employee benefits, we have deep industry experience and organizational leverage. We use this leverage while aggressively advocating to get our clients the greatest value possible for their benefits investments.
Apex is a strong organization of team members with the expertise and passion to do what's in the best interest of our clients. We save our clients more on their benefits — so they can do more for their employees.
Our Values:
• Excellence
• Empowerment
• Integrity
• Accountability
• Community
Our Promise:
We help you get more value out of your benefits — so you can give more, be more and do more.
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THE MCSHERRY GROUP - SANTA CRUZ, CA
Watsonville, California
The Mcsherry Group, a trusted local insurance broker situated in Watsonville, California, is renowned for providing exceptional insurance solutions. With a focus on midsize employers, The Mcsherry Group possesses extensive experience in working with self-funded employers and tailoring plans to meet the unique needs of their clients.
The office in Watsonville serves as a prime example of The Mcsherry Group's expertise, exemplified by their collaboration with Falcon Trading Co Inc./SunRidge Farms. As a 190-member employer in the grocery and related product merchant wholesalers industry, Falcon Trading Co Inc./SunRidge Farms partnered with The Mcsherry Group's HR and finance team to establish a comprehensive self-funding arrangement. This included a well-designed PPO plan, along with a carefully crafted pharmacy benefit management (PBM) and drug plan, ensuring that the needs of their members were met effectively.
The Mcsherry Group's commitment to client satisfaction extends beyond Falcon Trading Co Inc./SunRidge Farms. Hutchinson and Bloodgood LLP, a notable midsize employer, is among the esteemed clients serviced by The Mcsherry Group in their Watsonville office. Such partnerships reflect The Mcsherry Group's ability to cater to the insurance needs of diverse industries.
With a strong presence in California, The Mcsherry Group provides their specialized services to clients across the state. Their remarkable M Score, which reflects their extensive experience and expertise across various client sizes and industries, further reinforces their standing as a reputable insurance broker.
The Mcsherry Group's profound knowledge extends to the grocery and related product merchant wholesalers industry, as well as accounting, tax preparation, bookkeeping, and payroll services. Clients rely on The Mcsherry Group's expertise to navigate the complex landscape of insurance, ensuring the best possible coverage and solutions for their specific needs.
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