Rancho Mesa Insurance Services, Inc. is a highly reputable local insurance broker located in Santee, California. Renowned for their outstanding customer service and expertise, they specialize in serving large and midsize employers. With a strong focus on meeting client needs, Rancho Mesa Insurance Services, Inc. possesses extensive experience in working with HMOs, PPOs, and PBMs to ensure optimal coverage solutions. One notable example of their exceptional work is their partnership with Community Collaborative Charter School, an esteemed educational services employer with 400 members. By collaborating closely with their HR and finance team, Rancho Mesa Insurance Services, Inc. successfully established a self-funding arrangement that incorporated an HMO plan, as well as a customized PBM and drug plan tailored to the unique requirements of the school's members. The company's remarkable M Score is a testament to their broad range of experience and expertise across various industries and client sizes. They are well-versed in serving clients from building equipment contractors, specialty trade contractors, to miscellaneous manufacturing industries. With a client base primarily situated in California, Rancho Mesa Insurance Services, Inc. caters to the insurance needs of employers throughout the state. Their roster of employer clients at this location includes Community Collaborative Charter School, Hc West LLC, Hc West, LLC, and Apex Mechanical Systems Inc., showcasing their ability to effectively address the insurance requirements of diverse businesses. Rancho Mesa Insurance Services, Inc. remains committed to delivering exceptional service, and their proficiency in working with HMOs, PPOs, and PBMs further solidifies their reputation as a reliable insurance broker. Clients can trust Rancho Mesa Insurance Services, Inc. to provide comprehensive and tailored coverage solutions that meet their unique needs.

Terri Yurek Insurance, a respected local insurance broker headquartered in San Diego, California, is dedicated to serving midsize employers across various industries. With a stellar reputation for exceptional customer service and expertise, they have earned high ratings from their satisfied clients. Their office in San Diego has successfully collaborated with Integrits Corporation, an esteemed employer in the architectural, engineering, and related services industry. Terri Yurek Insurance worked closely with Integrits Corporation's HR and finance team to establish a Health Maintenance Organization (HMO) plan. This plan was meticulously designed to address the unique needs of their 160-member workforce, ensuring comprehensive coverage and member satisfaction. Terri Yurek Insurance possesses a wealth of knowledge and expertise in the architectural, engineering, and related services industries. This specialized understanding enables them to provide tailored insurance solutions that effectively address the specific requirements of businesses operating in these fields. While their primary focus is in San Diego, California, this branch of Terri Yurek Insurance extends their services to clients across North Carolina, broadening their reach to offer their expertise in different regions. The San Diego office of Terri Yurek Insurance proudly serves a diverse range of employer clients, including Integrits Corporation. Their commitment to providing exceptional customer service and their deep industry knowledge have solidified their position as a trusted insurance partner in the region. Through their dedication to client satisfaction, expertise in the architectural, engineering, and related services industries, and their ability to deliver tailored insurance solutions, Terri Yurek Insurance continues to be a preferred choice for midsize employers in San Diego, California, and throughout North Carolina.

Employers National Expert Resource, headquartered in Los Angeles, CA, operates a thriving and expansive office, distinguishing itself as a local brokerage firm specializing in employer benefits. Boasting a commendable track record, this larger office showcases notable expertise in catering to the needs of both local and regional employers, with a keen focus on medical and ancillary benefits. With demonstrated proficiency in servicing a diverse clientele, Employers National Expert Resource has successfully partnered with prominent businesses such as Architectural Coatings, a leading player in the building finishing contractors industry, Montessori Schools of Irvine in child care services, and Sohnen Enterprises, a key player in household appliances and electrical and electronic goods wholesale. These collaborations, each with 90 to 120+ participants, underscore the broker's effectiveness across sectors. What sets this office apart is its comprehensive understanding of various industries, including gambling, building finishing contractors, and household appliances and electronic goods wholesale. This breadth of knowledge positions Employers National Expert Resource as a versatile partner for businesses with varied needs. Notably, the broker has a proven track record of successfully navigating the intricacies of midsize and small employers, showcasing a commitment to tailoring solutions to meet the unique requirements of businesses of all sizes. With a strong local presence and a commitment to excellence, Employers National Expert Resource is a valuable ally for employers seeking comprehensive and customized benefits solutions in the dynamic landscape of Los Angeles.

New City is a results driven benefits consultancy, specialized in custom plan designs to reduce insurance spend and improve benefits for mid market businesses. We have one main goal in mind: to help clients maximize insurance spend to provide competitive benefits while taking control of medical expenses long term.

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit www.mesirow.com and follow us on LinkedIn. Mesirow was also recently named one of the Best Places to Work in Chicago by the Chicago Tribune and one of the Top Places to Work by Crain’s Chicago Business.

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.

Dealer Insurance Services, based in Los Angeles, CA, stands out as a local brokerage firm with a strong foothold in serving midsize employers, particularly in the automobile dealers industry. Their expertise is deeply rooted in understanding the unique challenges and requirements of this sector, making them a go-to choice for businesses seeking comprehensive insurance solutions. One of their prominent strengths is their adeptness in handling medical and ancillary benefits. This expertise is not just theoretical but is backed by their successful partnerships with notable clients like Frontier Auto Sales and Tralee Dba Antioch Toyota. Frontier Auto Sales, a significant player in the automobile dealers industry in California, entrusts Dealer Insurance Services with the benefits management of over 140 participants. Similarly, Tralee Dba Antioch Toyota, another key industry player, relies on them for the welfare of over 190 participants. These collaborations underscore Dealer Insurance Services' capacity to manage complex insurance needs effectively. The firm’s local and regional focus gives them an edge in understanding the specific needs of employers in these areas. This local expertise, combined with their proficiency in the automobile dealers sector, allows them to provide tailored solutions that align with the distinct needs of each business. Overall, Dealer Insurance Services emerges as a reliable partner for midsize employers, particularly in the automobile dealers industry, offering a blend of local insight and industry-specific expertise to ensure optimal insurance solutions for their clients.

Benefit Advisors Network's San Diego office stands out as a regional insurance broker firm with a robust track record in serving local and regional employers, particularly in sectors like printing and related support activities, converted paper product manufacturing, and employment services. Their portfolio showcases a deep understanding of the nuances and unique needs of these industries, ensuring tailored solutions for each client. Their clientele is impressive and diverse. Iconex, a notable name in the printing and support activities sector based in Georgia, entrusts them with the benefits needs of over 470 participants. This highlights their capacity to handle complex, large-scale benefit plans. Similarly, Novolex Holdings, rooted in the converted paper product manufacturing industry in South Carolina, relies on their expertise for the benefit needs of more than 4490 participants, showcasing their ability to manage extensive and varied employee benefits programs. Another testament to their expertise is their relationship with Sni Companies in Iowa, a player in the employment services industry, where they cater to the benefits requirements of over 260 participants. This range of clients underscores their ability to provide specialized and effective benefits solutions across different industry verticals. The San Diego office of Benefit Advisors Network, by leveraging its regional insight and national resources, has positioned itself as a go-to solution for employers looking for comprehensive, industry-specific benefits packages. Their expertise in medical and ancillary benefits, combined with a keen understanding of client-specific needs, makes them a reliable partner for businesses seeking to navigate the complexities of employee benefits.