Advisors near Mountain View, California
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LEAVITT GROUP - SAN JOSE, CA
San Jose, California
Leavitt Group is a national insurance brokerage firm with offices across the nation, with Leavitt Pacific Insurance Brokers in the San Jose/Bay Area region. Leavitt Group is one of the top 15 largest insurance brokerage firms in the US, providing employee benefits, voluntary products, HR support services, wellness services, compliance, and other consulting services including Property/Casualty insurance.
Leavitt Pacific has an M Score of 5, which is the highest M Score possible based on wide experience with business clients and positive customer feedback. Over 49,700 employers in the San Jose-Sunnyvale-Santa Clara Metro Area are providing group health insurance and employee benefits to their employees. Leavitt Pacific is a trusted advisor. With the ability to provide expertise in a wide range of industries, their team of experts can create a personalized benefit package that is tailored to meet your organization's needs.
EPIC - CLEARLAKE, CA
Concord, California
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.
Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
PENTARISK - SAN JOSE, CA
San Jose, California
Decades of specialized experience came together in January of 2012 when seasoned industry veterans created the brokerage firm of PentaRisk Insurance Specialists. From the simplest to the most complex requirements, PentaRisk has assembled the most talented, educated, and experienced experts each with diverse resources dedicated to you and your business. We are a one-stop brokerage firm with risk management solutions for many industries including, but not limited to, construction, real estate, manufacturing, healthcare, hospitality, staffing and energy. Our number one goal is to provide excellent customer service. Inclusive to this goal is a responsibility to be a trusted adviser and to help mitigate each client's loss exposure, while also minimizing premiums and total cost of risk.
In 2015 we became an Acrisure Agency partner and are now part of the fastest growing privately held insurance broker in the United States. Acrisure ranks in the top 10 of private brokers of US business. As a national group of agencies, Acrisure is able to provide a full spectrum of specialty insurance and risk management solutions to meet the needs of our diverse market. We have also expanded our PentaRisk operations by adding offices in Chicago and Birmingham to better serve our growing client base.
We invite you to contact us today to learn how we can Insure Your Success.
BENEFIT EXPERTS INSURANCE AGENCY - SAN JOSE, CA
Palo Alto, California
Benefit Experts Insurance Agency, located in Palo Alto, California, is a highly rated local insurance broker servicing clients across California. With a strong focus on customer service and expertise, this office has garnered excellent reviews from satisfied clients. One standout example of their exceptional work is their partnership with C&H Enterprises, a prominent employer in the fabricated metal product manufacturing industry. Benefit Experts Insurance Agency collaborated closely with C&H Enterprises' HR and finance team to develop a tailored healthcare plan that met the unique needs of their 180 employees. This included setting up a Health Maintenance Organization (HMO) plan, a Pharmacy Benefit Manager (PBM), and a comprehensive drug plan.
Benefit Experts Insurance Agency specializes in serving midsize employers and possesses extensive knowledge and experience in the fabricated metal product manufacturing sector. Their understanding of the specific challenges and requirements faced by businesses in this industry sets them apart from other insurance brokers. With a client-centric approach, Benefit Experts Insurance Agency consistently delivers customized insurance solutions that cater to their clients' specific needs and preferences.
Whether it's providing expert guidance on healthcare plans, implementing cost-effective solutions, or offering ongoing support, Benefit Experts Insurance Agency ensures that their clients receive top-notch service. With their office in Palo Alto, they are conveniently situated to serve businesses throughout California. With their dedication to customer satisfaction and industry expertise, Benefit Experts Insurance Agency is a trusted partner for employers seeking comprehensive and tailored insurance coverage for their employees
LIBERTY COMPANY INSURANCE BROKERS - SAN JOSE, CA
San Jose, California
The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years. The company was founded in 1987 by our Chairman and CEO, Bill Johnson, who currently leads the firm along with our President, Jerry Pickett.
Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, exponentially by attracting talented and entrepreneurial people into an energetic and collaborative culture which focuses on our team’s happiness, well-being, and growth. Liberty has expanded nationally by partnering with agency owners and experienced producers who fit our culture, are driven by our mission of Promoting Peace of Mind with Great Care and demonstrate our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun!
Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry, including being recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. over the past four year by the Hales Report.
Liberty is not your typical insurance broker: We are a culture-first organization, and believe "If you put people first, good business will follow." We are very collaborative, creative, entrepreneurial, and wellness-focused. We believe that the true Wealth of our Organization is dependent upon the Holistic Health of each member. We can serve our clients most powerfully when we are at our best mentally, physically, and spiritually. To that end, our goal is to clear the path of political and administrative distractions so our team members can focus on their Highest And Best Use (HABU), which is what they love to do, what they do best, and therefore, is best for all of us.
PINNACLE BROKERS INSURANCE SOLUTIONS - SAN FRANCISCO, CA
Walnut Creek, California
Pinnacle Brokers Insurance Solutions, a trusted local insurance broker located in Walnut Creek, California, is renowned for its exceptional services catering to large and midsize employers. With a wealth of experience, they specialize in working with self-funded employers, collaborating with HMOs to meet client needs, and ensuring optimal coverage for clients with PPO plans. They have also forged strong partnerships with pharmacy benefit managers (PBMs) and other specialized pharmacy providers.
An exemplary case of their expertise lies in their work with Ford, Walker, Haggerty & Behar, LLP, a notable employer in the legal services industry with 120 members. Pinnacle Brokers Insurance Solutions closely collaborated with their HR and finance team to devise a comprehensive insurance package. This encompassed a self-funding arrangement, HMO plan, PPO plan, as well as a carefully designed pharmacy benefit management and drug plan. The tailored solutions provided by Pinnacle Brokers Insurance Solutions ensured that the unique needs of Ford, Walker, Haggerty & Behar, LLP's members were met effectively.
The impressive M Score of Pinnacle Brokers Insurance Solutions reflects their extensive experience and expertise across various client sizes and industries. They possess a strong understanding of the information industry, machinery, equipment, and supplies merchant wholesalers, as well as legal services. This breadth of knowledge allows them to deliver tailored insurance solutions that address the specific requirements of each industry.
Serving clients primarily in New Jersey, the Walnut Creek office of Pinnacle Brokers Insurance Solutions boasts a prestigious client portfolio that includes Green Hills Software, S & S Tool and Supply Company, and Ford, Walker, Haggerty & Behar, LLP. These partnerships serve as a testament to the company's ability to provide exceptional insurance services to a diverse range of clients.
In summary, Pinnacle Brokers Insurance Solutions stands as a trusted insurance broker, leveraging their extensive experience, strong industry knowledge, and personalized approach to serve the insurance needs of large and midsize employers.
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PINNACLE BROKERS INSURANCE SOLUTIONS - SAN FRANCISCO, CA
Walnut Creek, California
Pinnacle Brokers Insurance Solutions, a trusted local insurance broker located in Walnut Creek, California, is renowned for its exceptional services catering to large and midsize employers. With a wealth of experience, they specialize in working with self-funded employers, collaborating with HMOs to meet client needs, and ensuring optimal coverage for clients with PPO plans. They have also forged strong partnerships with pharmacy benefit managers (PBMs) and other specialized pharmacy providers.
An exemplary case of their expertise lies in their work with Ford, Walker, Haggerty & Behar, LLP, a notable employer in the legal services industry with 120 members. Pinnacle Brokers Insurance Solutions closely collaborated with their HR and finance team to devise a comprehensive insurance package. This encompassed a self-funding arrangement, HMO plan, PPO plan, as well as a carefully designed pharmacy benefit management and drug plan. The tailored solutions provided by Pinnacle Brokers Insurance Solutions ensured that the unique needs of Ford, Walker, Haggerty & Behar, LLP's members were met effectively.
The impressive M Score of Pinnacle Brokers Insurance Solutions reflects their extensive experience and expertise across various client sizes and industries. They possess a strong understanding of the information industry, machinery, equipment, and supplies merchant wholesalers, as well as legal services. This breadth of knowledge allows them to deliver tailored insurance solutions that address the specific requirements of each industry.
Serving clients primarily in New Jersey, the Walnut Creek office of Pinnacle Brokers Insurance Solutions boasts a prestigious client portfolio that includes Green Hills Software, S & S Tool and Supply Company, and Ford, Walker, Haggerty & Behar, LLP. These partnerships serve as a testament to the company's ability to provide exceptional insurance services to a diverse range of clients.
In summary, Pinnacle Brokers Insurance Solutions stands as a trusted insurance broker, leveraging their extensive experience, strong industry knowledge, and personalized approach to serve the insurance needs of large and midsize employers.
MOC INSURANCE SERVICES - SAN FRANCISCO, CA
San Francisco, California
MOC prides itself in our commitment to clients and in delivering the highest quality in consultative and insurance services. Our risk and claims management experts specialize in Real Estate, Arts & Entertainment, Agriculture & Viticulture, Marine, Aviation, Commercial and Personal Insurance. Our services include providing the best coverage, from the best companies, at the best price. Our risk management approach in providing customized solutions and personal attention allows our clients to focus on the success of their business.
Originally founded in 1969 in San Francisco, CA, MOC is one of the largest independent insurance brokerages in California, servicing clients throughout the United States. The 2008 addition of Farallon Associates Insurance Brokers, followed by San Francisco Insurance Center in 2011, aligns with MOC's growth strategy of strengthening client services in our specialty areas. MOC is now an organization of over 65 employees with total annual premiums exceeding $100 million.
Main (415) 957-0600
LIBERTY COMPANY INSURANCE BROKERS - SAN FRANCISCO, CA
San Francisco, California
Liberty Co Insurance Brokers, nestled in the heart of San Francisco, CA, stands as a beacon of excellence for employer benefits solutions. With a specialized focus on medical and ancillary benefits, this office boasts a profound understanding of the local and regional landscape. Their team's expertise extends beyond mere industry knowledge; they intricately navigate the intricacies of employer needs with finesse.
Notable among Liberty Co's success stories is their partnership with Diamond Foundry, a key player in nonmetallic mineral product manufacturing. With over 330 participants, Liberty Co has demonstrated an unparalleled commitment to delivering tailored insurance solutions. This accomplishment is a testament to their ability to understand and address the unique requirements of businesses in California.
As a proud member of a local brokerage firm, Liberty Co Insurance Brokers leverages its community connections to provide a personalized touch to their services. The office thrives on building lasting relationships with clients, ensuring that each employer benefits package aligns seamlessly with their goals and the dynamic needs of their workforce. In the realm of employee benefits, Liberty Co Insurance Brokers in San Francisco emerges as a trusted ally, combining local insight with industry expertise to navigate the complexities of insurance solutions for employers.
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FAQs
How can I find an insurance broker near Mountain View, California
Mployer lets you search for Mountain View, California-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 Mountain View, California 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 Mountain View, California area?
It can feel overwhelming to sift through the many brokers in the Mountain View, California area. It's why Mployer provides a free comprehensive list of all Mountain View, California 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 Mountain View, California?
Insurance brokers, agents, and consultants in Mountain View, California all have a similar role as they help a business or individual select an insurance company and plan. Agents represent one specific insurance company only for the most part, they sell that insurance company's products. Brokers are often independent and are able to quote multiple insurance company's prices. They are usually paid through a commission from the insurance company selected. Consultants are usually brokers as well, but they work with larger companies and are paid on a fee based arrangement, similar to general management consultants. That is why they are often called consultants. You can use Mployer to find Mountain View, California based insurance brokers and consultants.
Should I hire an independent Mountain View, California insurance broker?
Finding the best insurance for your business can feel intimidating, as there are a lot of options in Mountain View, California. For most organizations, it's beneficial to hire an independent broker.
An insurance broker local to the Mountain View, California area will have familiarity to the Mountain View, California healthcare systems and insurance plans. This gives Mountain View, California 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 Mountain View, California?
It can feel overwhelming to sift through the many brokers in the Mountain View, California area. That is why Mployer provides a free comprehensive list of all Mountain View, California 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 Mountain View, California-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 provides a free list of Mountain View, California 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 Mountain View, California 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 Mountain View, California 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 Mountain View, California-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 Mountain View, California-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 to evaluate broker options.