The Gallagher office in San Jose, California operates as part of the Gallagher brokerage network. Its work concentrates on employers in manufacturing, financial activities and wholesale trade, primarily mid-sized and large organizations. The office places self-funded arrangements alongside medical coverage structured as PPO and HMO plans, prescription drug benefits, ancillary lines and retirement plans. Employer clients including NetApp Inc are well rated by their employees for benefits. Example carriers include Elevance, Aetna and Cigna.

Michael B Kelly Insurance Services - Salinas, CA is an office of Michael B Kelly Insurance Services, based in Carmel, California. Its work centers on employers in financial activities and in healthcare and social services, serving mid-sized and large employer clients. The office places self-funded arrangements alongside medical, PPO and prescription drug coverage, and also handles ancillary lines and retirement plans. Clients including Montage Health are well rated by their employees for benefits. Example carriers include Elevance, UnitedHealthcare and Anthem BCBS.

The Baldwin Group's San Jose, California office is part of The Baldwin Group. Its work centers on mid-sized employers, where it places self-funded arrangements, medical and PPO coverage, prescription drug benefits and retirement plans. Example carriers include California Physicians Service.

Probity Insurance Services - San Jose, CA operates from Campbell, California, as part of Probity Insurance Services. The office works with small and mid-sized employers across manufacturing, professional business services, and real estate, rentals and leasing. Its placements span self-funded arrangements, medical coverage including PPO plans, prescription drug benefits, ancillary lines, retirement plans and mega wrap arrangements. Employer clients including Westwind Enterprises are well rated by their employees for benefits. Example carriers include Kaiser Permanente, Cigna and California Physicians Service.

FCE Benefits - San Francisco, CA is an office of FCE Benefits located in San Mateo, California. The office works with mid-sized and large employers across construction, professional business services, administrative and support services, healthcare and social services, and transportation and warehousing. Its work spans both self-funded and fully insured arrangements, with medical and prescription drug coverage, ancillary lines, retirement plans and Mega Wrap programs. Employer clients including Stronghold Engineering, Inc. and Millbrook Support Services, Inc. are well rated by their employees for benefits. Example carriers include Fidelity Security Life Insurance Company, UnitedHealthcare and Cigna.

Risk Strategies - San Francisco, CA operates from Burlingame, California, as part of the Risk Strategies organization. The office works primarily with mid-sized employers in professional business services, placing self-funded arrangements along with medical, prescription drug and ancillary lines coverage, as well as retirement plans. Among its employer clients, Lightspeed Management Company, LLC is well rated by its employees for benefits. Example carriers include UnitedHealthcare, Cigna and Landmark Healthplan.

Professional Insurance & Benefits - San Francisco, CA operates from San Mateo, California, as part of the Professional Insurance & Benefits organization. The office works with employer clients in professional business services, manufacturing and financial activities, spanning small, mid-sized and large employers. Its placement work covers self-funded arrangements, medical and HMO coverage, prescription drug benefits, ancillary lines and retirement plans. Employer clients including Moveworks Inc. and Outset Medical, Inc. are well rated by their employees for benefits. Example carriers include CIGNA, Kaiser Permanente and Elevance.

Pacific Coast Benefits Insurance Services, LLC - San Jose, CA operates from Gilroy, California as part of Pacific Coast Benefits Insurance Services, LLC. The office works with mid-sized employers, with experience concentrated in manufacturing, and places fully insured medical coverage including HMO plans, along with ancillary lines and retirement plans. Example carriers include Aetna, Vision Service Plan and The Hartford.

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.