OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provide personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions. Backed by growth equity investors GI Partners and Summit Partners, Patriot is among the fastest-growing insurance services firms in the United States.

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

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.

Afoa Insurance is a women-owned company specializing in providing large group Employee Benefits strategies & services to small to mid-size business owners. Your company will feel like "the only client"​ receiving that deserved personal attention and commitment. We provide our clients with the tools to lower costs, educate employees and manage their benefits administration. We share the common goal of partnering and developing a trusting working relationship with you.

Probity Insurance Services is an insurance brokerage company based in the expanding and ever growing San Francisco Bay Area. We are locally owned and managed in the Bay Area with the philosophy of providing great client service in our local region. With passionate yet personal staff, we effectively assist our customers while reducing the mundane administrative tasks.

As business leaders and individuals must do more with less and navigate uncharted obstacles, Newfront is the modern insurance brokerage with industry-leading expertise, transformative technology and client-centric, scalable solutions, helping our clients mitigate risk, elevate their employee experience and forge their path to profitable growth. We are de-risking human progress while enabling our clients to pursue their world-changing visions with confidence.

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.

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.