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THE BACHAN GROUP LLC
THE BACHAN GROUP LLC
Watsonville, California
The Bachan Group (TBG) is a NextGen Health Insurance Agency working with businesses throughout the Central Coast. Though our strategies are highly innovative, they’re built upon our old-school values and strong work ethic. TBG’s insurance roots stretch back to 1913 and the benefits team has over 100 years of combined experience that we are eager to put to work for you. OUR THREE UNIQUES 1. We focus on Self-funded benefits 2. We teach companies how to help their employees purchase their healthcare needs at a lower price 3. We show companies how to improve their profitability using their health insurance plan
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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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ADVANCED ESTATE & INSURANCE SERVICES (AEIS INC.)
ADVANCED ESTATE & INSURANCE SERVICES (AEIS INC.)
San Mateo, California
With over 35 years of expertise, Advanced Estate & Insurance Services (AEIS) is ready to help you find real solutions to your benefit problems. Partnering with AEIS means you’ll be working with an experienced strategist, advocate, and advisor to help you overcome your employee benefit challenges and more. By delivering customized benefits and removing the complexities of administering those benefits, we work with you create a place in which people love to work and succeed. We advise businesses with 2 to 500 employees on various types of insurance, which includes Medical, Vision, Dental, Disability, Life / AD&D, and Key Person and Buy-Sell Life Insurance. Being based in Silicon Valley, we are experienced with ensuring our clients’ out-of-state employees are properly covered and that their company complies with the employment and benefits laws of all necessary states.
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JOHNSON & DUGAN INSURANCE SERVICES CORPORATION - REDWOOD CITY, CA
JOHNSON & DUGAN INSURANCE SERVICES CORPORATION - REDWOOD CITY, CA
Redwood City, California
For 30 years, Johnson & Dugan's highest priority has been to make it easy for any company to expertly plan and administer employee benefits. Johnson & Dugan prides itself on consistently delivering and maintaining high standards of quality for each and every one of our clients. All of the companies we work with receive superior customer service, regardless of their size or the level of complexity of their employee benefits program.
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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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HUANG SHIH CHE - SAN FRANCISCO, CA
HUANG SHIH CHE - SAN FRANCISCO, CA
San Mateo, California
Located in the vibrant city of San Francisco, the Huang Shih Che office stands out as a reliable and knowledgeable insurance broker specializing in employer benefits. This local branch boasts a wealth of experience in catering to the unique needs of both local and regional employers, with a particular emphasis on providing comprehensive medical and ancillary benefits. With a focus on building lasting relationships, Huang Shih Che has successfully served prominent clients, including Bizlink Technology and Chinatown Community Development Center. Bizlink Technology, a key player in the miscellaneous durable goods merchant wholesalers industry, trusts Huang Shih Che to manage benefits for their 250+ participants. Similarly, the Chinatown Community Development Center, operating in the individual and family services sector, relies on the expertise of Huang Shih Che to handle benefits for their 360+ participants. This San Francisco-based location showcases a remarkable depth of knowledge across various industries, including individual and family services and miscellaneous durable goods merchant wholesalers. As a crucial part of a local brokerage firm, Huang Shih Che combines local insight with industry expertise to offer tailored solutions for employers seeking comprehensive and effective benefit packages for their workforce. Employers evaluating this office can trust Huang Shih Che to navigate the complexities of employee benefits with precision and dedication.
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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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ONEDIGITAL - SAN JOSE, CA
ONEDIGITAL - SAN JOSE, CA
Pleasanton, California
OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry. OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit onedigital.com.
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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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PATRIOT GROWTH INSURANCE SERVICES - SAN JOSE, CA
PATRIOT GROWTH INSURANCE SERVICES - SAN JOSE, CA
San Jose, California
Patriot Growth Insurance Services, LLC, located in San Jose, CA, operates from a substantial office, equipped to efficiently serve the diverse needs of employer benefits buyers. Their extensive experience in catering to self-funded clients positions them as a reliable partner for local and regional employers seeking comprehensive insurance solutions. This branch of Patriot Growth Insurance Services has established a notable presence in various industries, showcasing their expertise in electric lighting equipment manufacturing, building equipment contractors, and computer systems design. A key strength of this office lies in its collaboration with a range of clients, from midsize enterprises to large corporations. Notable examples of their top customers include the Board of Trustees Cal Neca, a leader in building equipment contractors with over 200 participants; Rambus, a prominent player in computer systems design with a participant count exceeding 310; and Santa Cruz Community Health Centers, an influential entity in the offices of health practitioners industry boasting 140+ participants. As a vital part of a regional insurance broker firm, this location of Patriot Growth Insurance Services reflects a commitment to providing tailored solutions that align with the unique needs of employers. Their demonstrated experience with midsize and large employers underscores their capability to navigate the intricacies of diverse organizational structures, making them a compelling choice for businesses seeking reliable insurance brokerage services.
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MICHAEL B KELLY INSURANCE SERVICES - SALINAS, CA
MICHAEL B KELLY INSURANCE SERVICES - SALINAS, CA
Carmel, California
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.
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VITA INSURANCE ASSOCIATES - SAN JOSE, CA
VITA INSURANCE ASSOCIATES - SAN JOSE, CA
Mountain View, California
Vita Insurance Associates, a regional insurance consultant based in Mountain View, California, is a highly experienced and reputable brokerage firm catering to clients of all sizes and industries. With a strong focus on self-funded employers, Vita Insurance Associates has established a solid reputation for their expertise in designing customized insurance solutions. Notably, they have successfully collaborated with O'Reilly Media, an esteemed employer in the information industry, comprising 350 members. Vita Insurance Associates played a pivotal role in partnering with O'Reilly Media's HR and finance team to devise a comprehensive self-funding arrangement. By working closely with the client, they implemented an array of tailored plans, including HMO, PPO, PBM, and drug plans, specifically crafted to meet the unique needs of O'Reilly Media's members. Their remarkable ability to carve out drug and pharmacy plans sets them apart from other brokers in the market. Recognized as one of the top brokerages in the San Jose, CA market, Vita Insurance Associates extends their services beyond O'Reilly Media to esteemed clients such as Aviatrix Systems, Inc., Healthequity, and Intersect ENT, Inc. Their client base spans across California and Utah, reflecting their extensive reach and influence in the region. With a diverse portfolio of expertise across industries like offices of physicians, educational services, and computer systems design, Vita Insurance Associates possesses an impressive range of knowledge and experience. Their track record of delivering exemplary results and their exceptional M Score, one of the highest achievable, affirm their commitment to excellence. At the Mountain View office of Vita Insurance Associates, clients can expect unparalleled professionalism, unwavering dedication, and tailored insurance solutions that cater to their unique requirements.
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