Patriot Growth Partners, a respected regional insurance broker, has a prominent office in Poway, California, from which they cater to clients across Michigan, Ohio, Florida, Pennsylvania, Wisconsin, Arkansas, and Nevada. Notably, they have worked with Los Angeles Police Federal Credit Union, a 140 member employer in the depository credit intermediation industry, to develop customized HMO and PPO plans, as well as a comprehensive PBM and drug plan that caters to the specific needs of their members. The Poway office of Patriot Growth Partners serves a diverse range of clients, including Los Angeles Police Federal Credit Union and Community Research Foundation. This exemplifies the broker's ability to effectively address the insurance needs of midsize and small employers, reflecting their extensive experience and expertise across various industries. With a solid M Score, Patriot Growth Partners demonstrates their proficiency in serving clients of different sizes and industries. Their strong expertise extends to outpatient care centers and depository credit intermediation industries, ensuring they can provide comprehensive insurance solutions tailored to the unique requirements of each client. Headquartered in California, Patriot Growth Partners has established a reputable presence in the insurance market. Their track record includes successful collaborations with HMOs and clients to ensure optimal coverage and care. Additionally, their experience with PBMs and specialized pharmacy providers reinforces their commitment to delivering comprehensive and tailored insurance solutions to their clients. As a trusted partner, Patriot Growth Partners remains dedicated to meeting the diverse insurance needs of their clients across multiple states and industries.

Heath Benefit Partners, Inc. Agency is a reputable local insurance broker with its office conveniently situated in Mission Viejo, California. Clients consistently rate them highly for their exceptional customer service and industry expertise. One of their notable achievements at this office location is their collaboration with Lenox Financial Mortgage Corporation dba WesLend Financial, a prominent employer in the nondepository credit intermediation industry. The team at Heath Benefit Partners, Inc. Agency worked closely with Lenox Financial Mortgage Corporation's HR and finance team to establish a tailored self-funding arrangement. They also developed a comprehensive suite of insurance plans, including HMO, PPO, PBM, and drug plans, specifically designed to cater to the unique needs of their 160 members. Catering to midsize employers, Heath Benefit Partners, Inc. Agency serves a diverse client base across various industries. Their expertise spans wholesale trade agents and brokers, as well as nondepository credit intermediation industries. This allows them to offer specialized insurance solutions that effectively address the specific risks associated with these sectors. In addition to Lenox Financial Mortgage Corporation dba WesLend Financial, their roster of employer clients includes Aviation Consultants Inc, Belshire Environmental Services, and FMH Material Handling Solutions Inc, further showcasing their ability to serve a wide range of businesses. With their extensive experience and expertise across client sizes and industries, Heath Benefit Partners, Inc. Agency has earned a good M Score. This reflects their commitment to delivering exceptional insurance solutions and personalized service to their clients. Located in Mission Viejo, California, they are a trusted local insurance broker serving clients in California and Colorado.

ERM Insurance Brokers, a local insurance broker headquartered in Santa Ana, California, is renowned for its exceptional services in the insurance industry. With a focus on meeting the diverse needs of large and midsize employers, ERM Insurance Brokers has established a strong reputation for its expertise and customer-centric approach. One exemplary case highlighting their competence in the Santa Ana region is their collaboration with Pankl Holdings Inc, a prominent employer in the fabricated metal product manufacturing industry. ERM Insurance Brokers worked closely with the HR and finance team of Pankl Holdings Inc to design a comprehensive insurance package, including a self-funding arrangement, HMO plan, and PPO plan, tailored to the specific requirements of their 370 employees. With considerable experience in serving self-funded employers and a deep understanding of the intricacies of insurance plans, ERM Insurance Brokers is well-equipped to provide customized solutions that align with the needs of their clients. Operating primarily in California, ERM Insurance Brokers caters to a diverse clientele, including notable companies like Pankl Holdings Inc and CG Landscape. Their comprehensive range of services extends to sectors such as services to buildings and dwellings, as well as fabricated metal product manufacturing. Renowned for their exceptional customer service and expertise, ERM Insurance Brokers consistently receives high ratings from satisfied clients. Their commitment to delivering tailored insurance solutions, combined with their deep industry knowledge, has made them a trusted partner for employers seeking reliable and comprehensive insurance coverage. With their office in Santa Ana, ERM Insurance Brokers is strategically positioned to serve the insurance needs of businesses throughout California, ensuring that clients receive the highest level of service and expertise.

Balboa Pacific Insurance Services is a highly regarded insurance broker that specializes in serving clients of large employers. With a strong emphasis on customer service and expertise, they have garnered exceptional reviews from satisfied clients. Located in Newport Beach, California, Balboa Pacific Insurance Services caters to a diverse range of industries, including nondepository credit intermediation. They have established themselves as a trusted partner for businesses in California, exemplified by their successful collaboration with Commerce Home Mortgage, a prominent employer in the nondepository credit intermediation sector. One notable achievement of Balboa Pacific Insurance Services at their Newport Beach office is their collaboration with Commerce Home Mortgage. With 290 employees, Commerce Home Mortgage required a comprehensive insurance plan tailored to their unique needs. Balboa Pacific Insurance Services worked closely with the company's HR and finance teams to develop a specialized package that encompassed a Health Maintenance Organization (HMO) plan, Preferred Provider Organization (PPO) plan, Pharmacy Benefit Manager (PBM), and prescription drug plan. This dedicated approach ensured that Commerce Home Mortgage's employees received the optimal coverage and benefits they required. Balboa Pacific Insurance Services demonstrates extensive expertise within the nondepository credit intermediation industry and offers a wide array of insurance services to meet the diverse needs of their clients. Whether it's designing tailored insurance plans, providing top-notch customer support, or leveraging their in-depth knowledge of the industry, Balboa Pacific Insurance Services is committed to delivering exceptional solutions that safeguard their clients' interests

At Cavignac we’re working towards realizing a vision where every business in our community is protected from risk. To achieve this, we’ve built a team that has been recognized as best in industry by giving them the resources and independence to: - Belong: We emphasize culture and encourage collaboration. We work in a supportive work environment where you know your teammates have got your back. - Give: We believe community engagement is an integral part of a fulfilling career. We’re always looking for new ways to give back to the place where we live and work. - Grow: The only thing more important than our clients futures are the futures of our team members. We invest a significant amount of time and resources on employee education. - Thrive: Comprehensive health insurance, 401k matching, profit sharing, team events, competitive PTO, all staff and individual bonuses - we give our team the benefits they need to live their best life. It’s this approach that has led to recognition. Here are a few of them: - Best Places to Work in San Diego: 2011, 2013, 2015, 2017, 2019, 2021 - Best Places to Work in Insurance: 2012, 2014, 2016, 2018, 2020, 2022 - U.S. Business Insurance: #1 Best Place To Work in the Country - Reagan's Best Practices Agency: 22 Consecutive Years (1999 - 2022) What We Do: We're an independent (locally owned) commercial insurance broker that manages risk and negotiates insurance on behalf of its clients. Our objective is to lower our clients Total Cost of Risk and drive dollars to their bottom line. Mission: To give confidence and clarity to the businesses we serve by providing knowledge-based risk management solutions and an exceptional client experience.

Pacific Standard Insurance Services Inc. designs, implements and administers employee benefits programs for employers of all sizes. Through our leveraging of technology, and our high touch customer service, Pacific Standard brings a positive experience to the employee benefits space.