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LEAVITT GROUP - SAN JOSE, CA
LEAVITT GROUP - SAN JOSE, CA
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.
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HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
Walnut Creek, California
Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, Heffernan gives back 22% of profit to charity. Being 100% employee-owned, we get to know you and your business because you’re different. With Heffernan Insurance Brokers, you can access your entire Employee Benefits Program, contacts, services and questions in one beautiful healthcare app! See reviews and co-pay costs, book appointments, track expenses, telehealth visits, deductible tracking and so much more! What makes us different: Employee centric service approach. Compliance and ERISA. Customized alternative funding options. Free BenAdmin System. Full vetting service for all HR needs. Annual reporting services. Fiduciary financial service team. Over 750 carrier partners for Work Comp and General Liability. True one stop servicing.
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MOC INSURANCE SERVICES - SAN FRANCISCO, CA
MOC INSURANCE SERVICES - SAN FRANCISCO, CA
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
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SHANT - SAN FRANCISCO, CA
SHANT - SAN FRANCISCO, CA
Lafayette, California
Shant, based out of San Francisco, CA, is a highly regarded insurance broker specializing in employer benefits. With a strong focus on medical and ancillary benefits, Shant brings extensive expertise to the local and regional employer community. Their commitment to understanding the unique needs of employers has made them a trusted partner in the field. One of Shant's standout qualities is their exceptional knowledge and experience within the computer systems design and related services industry. They have successfully served top-notch clients like Srs Consulting, a leading company in this sector based in CA, boasting over 230 participants. Shant's ability to tailor insurance solutions to the specific requirements of this industry is unparalleled. What sets Shant apart is their dedication to local businesses. As a part of a local brokerage firm, they have an in-depth understanding of the regional market dynamics, enabling them to provide personalized, effective insurance solutions. Whether you are a small local business or a large corporation, Shant's team is well-equipped to assist you in navigating the complex world of employer benefits. With Shant in your corner, you can trust that your organization's insurance needs are in capable hands. Their track record of success, especially within the computer systems design and related services industries, makes them a top choice for employer benefits in the San Francisco, CA area.
INTOBENEFITS INC - SAN JOSE, CA
INTOBENEFITS INC - SAN JOSE, CA
INTOBENEFITS INC - SAN JOSE, CA
San Jose, California
At IntoBenefits, Inc, we do more than placing your insurance coverage—we’re committed to providing you with the best services and resources to support your business. We have a suite of solutions to provide additional value for our clients: From compliance to communication, let us provide a full spectrum of solutions for you and your company. We understand the challenges today’s employers face and know you’re asked to take on more than ever. Expect more from a broker- expect our full spectrum of solutions. Get all services plus the guidance to navigate the complexities of insurance from a partner you can trust.
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MARSH MCLENNAN AGENCY - SAN FRANCISCO, CA
MARSH MCLENNAN AGENCY - SAN FRANCISCO, CA
MARSH MCLENNAN AGENCY - SAN FRANCISCO, CA
San Francisco, California
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.
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PROBITY INSURANCE SERVICES - SAN JOSE, CA
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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ROGERSGRAY - SAN JOSE, CA
ROGERSGRAY - SAN JOSE, CA
ROGERSGRAY - SAN JOSE, CA
San Jose, California
Rogers Benefit Group is a specialty marketing organization with a long history of developing niche markets. Our predecessor organizations date back in the late 1940’s when RBG’s founder, Pat Rogers, decided to enter the small employer group insurance business. Being an agent himself, he also knew that agents were going to need a marketing organization to help them bring specialized knowledge and service to their clients in the increasingly complex area of health benefits. Our first insurance carrier relationship began with Principal Financial Group. This relationship thrives today. Regionally, we enjoy strategic relationships with Aetna, certain Blue Cross and Blue Shield plans, HealthNet, United Health Care, Humana, and Assurant Health. Today Rogers Benefit Group helps agents service more than 40,000 groups who pay more than $2.5 billion in annual premium. Rogers Benefit Group is committed to fast, accurate response to an agent or employer when addressing their group insurance needs. It is from our Midwest roots that one can expect a no-nonsense, straightforward, competent approach to groups of any size. Our Geography We are currently located in over 30 states with 40 offices. This geographic spread lends itself well to the opportunity of assisting agents with groups having multiple locations. It also makes us the oldest and largest General Agent in the United States as measured by locations and, more importantly, premium in force. What’s Really Important Agents tell us that our greatest value is in the quoting and underwriting processes. Our mission is to help agents get business, get groups rated correctly, get them enrolled efficiently and accurately, and to help reduce their efforts in underwriting. We do this by close individual contact with the agent and employer while minimizing unknowns in these steps. Our specialized knowledge of the quoting, enrollment, and underwriting maze brings unique value to all parties involved.
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MCGRIFF (MARSH MCLENNAN AGENCY) - SAN FRANCISCO, CA
MCGRIFF (MARSH MCLENNAN AGENCY) - SAN FRANCISCO, CA
MCGRIFF (MARSH MCLENNAN AGENCY) - SAN FRANCISCO, CA
San Ramon, California
BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
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PARELIUS INSURANCE SERVICES - SAN JOSE, CA
PARELIUS INSURANCE SERVICES - SAN JOSE, CA
PARELIUS INSURANCE SERVICES - SAN JOSE, CA
San Jose, California
Parelius Insurance has been serving the San Francisco Bay Area by providing our clients with customized business solutions for 20 years. As a full-service brokerage specializing in employee benefits and through access to nearly every insurance market, we ensure our clients receive innovative product solutions which add value and protection to their business. We partner with clients in regards to health insurance, benefit trends, administration, compliance, and healthcare reform helping them to fully understand their options and relevant risks.
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DANONE SIMPSON INSURANCE SERVICES - SAN FRANCISCO, CA
DANONE SIMPSON INSURANCE SERVICES - SAN FRANCISCO, CA
Calabasas, California
Danone Simpson Insurance Services, operating out of San Francisco, CA, is a prominent local brokerage firm specializing in medical and ancillary benefits for both local and regional employers. The firm, under the experienced leadership of CEO Danone Simpson, offers over two decades of expertise in the insurance industry. Simpson's career, marked by a strong focus on client-centric services, includes her role as the founder and CEO of Montage Insurance Solutions, which emphasizes employee benefit and property & casualty programs for commercial and non-profit sectors. Danone Simpson Insurance Services is known for its successful partnerships with over 100 carriers, providing tailored insurance solutions to its clients. One of its notable achievements is its dynamic service program, Third-Party Administration Department, and My HR Summit, offering monthly compliance training to clients. These initiatives are part of the firm's commitment to client education and support, particularly in the ever-evolving field of legal compliance and employee management. Among its clients, the firm boasts significant relationships with well-known companies, such as Mendocino Farms in the restaurant and eating places industry, servicing over 470 participants. This is a testament to the firm's ability to handle large-scale and diverse client needs effectively. Additionally, the firm leverages various Human Resources tools, wellness campaigns, health fairs, and safety initiatives, all aimed at reducing premium and employee costs. This holistic approach not only ensures client satisfaction but also enhances employee retention and wellbeing. Recognition for Danone Simpson and her firm includes multiple awards from Los Angeles and San Fernando Valley Business Journals, Forbes magazine's Women of Power series, and Ventura Magazine's Trusted Advisor in the insurance industry. Simpson's educational background, including an MBA from Pepperdine University, further solidifies her expertise in the field. In summary, Danone Simpson Insurance Services stands out as a comprehensive, client-focused insurance brokerage, offering a wide range of services and solutions tailored to the specific needs of its clients in the San Francisco area.
IVAR JONES - SAN FRANCISCO, CA
IVAR JONES - SAN FRANCISCO, CA
San Ramon, California
Welcome to Ivar Jones, a premier insurance broker located in the vibrant city of San Francisco, CA. Specializing in comprehensive employee benefits solutions, this office brings a wealth of expertise to the table, particularly in servicing local and regional employers with a keen focus on medical and ancillary benefits. With a proven track record, Ivar Jones has successfully partnered with a diverse range of businesses, one notable example being Chilton Auto Body, a leader in the automotive repair and maintenance industry based in California. Catering to over 190 participants within Chilton Auto Body, Ivar Jones has demonstrated a commitment to tailoring insurance packages to meet the unique needs of organizations, ensuring the well-being of both employers and employees. What sets Ivar Jones apart is not just their commitment to excellence but their local touch. As an integral part of a reputable local brokerage firm, this office combines the strength of a larger network with the personalized service that comes from being deeply embedded in the San Francisco business community. Choose Ivar Jones for a partnership that goes beyond insurance – a collaborative effort dedicated to securing the best possible benefits for your team, fostering long-term success for your business.
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FAQs
How can I find an insurance broker near Pleasanton, California
Mployer lets you search for Pleasanton, 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 Pleasanton, 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 Pleasanton, California area?
It can feel overwhelming to sift through the many brokers in the Pleasanton, California area. It's why Mployer provides a free comprehensive list of all Pleasanton, 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 Pleasanton, California?
Insurance brokers, agents, and consultants in Pleasanton, 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 Pleasanton, California based insurance brokers and consultants.
Should I hire an independent Pleasanton, California insurance broker?
Finding the best insurance for your business can feel intimidating, as there are a lot of options in Pleasanton, California. For most organizations, it's beneficial to hire an independent broker. An insurance broker local to the Pleasanton, California area will have familiarity to the Pleasanton, California healthcare systems and insurance plans. This gives Pleasanton, 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 Pleasanton, California?
It can feel overwhelming to sift through the many brokers in the Pleasanton, California area. That is why Mployer provides a free comprehensive list of all Pleasanton, 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 Pleasanton, 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 Pleasanton, 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 Pleasanton, 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 Pleasanton, 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 Pleasanton, 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 Pleasanton, 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.