Advisors near 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.
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ACRISURE - SAN DIEGO, CA
San Diego, California
With decades of experience supporting businesses, families, and clients of all sizes throughout the West and across the country, our team combines the expertise of prominent agencies who provide services in industries including technology, manufacturing, construction, real estate, cannabis, social services, and risk management compliance. Together, we serve clients as trusted advisors to protect their employees, assets, manage costs, mitigate risk, and achieve financial security.
Designing creative and unique insurance and employee benefit solutions to create the greatest value for our clients is the mission that we dedicate ourselves to every day. Because of this relentless drive we are one of the largest insurance agencies on the West Coast and have partnered with some of the most dynamic companies on the most crucial aspects of business risk management and employee benefits.
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WALTER R REINHARDT INSURANCE AGCY - FRESNO, CA
Fresno, California
N/A
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C3 RISK & INSURANCE SERVICES - SAN DIEGO, CA
San Diego, California
At C3, we're shaking up the insurance industry by redefining the privately held insurance brokerage firm. Founded in 2017, C3 is locally owned and headquartered in San Diego.
With decades of experience under our belt, we take a fresh approach to managing risk for companies of all sizes. Our unique business model and dedication to employees and clients has propelled us to become one of the fastest-growing insurance firms in the country. We believe insurance can be a colorful, collaborative experience. We include our clients in the process and offer unique services beyond insurance. Innovation is in our DNA and we're unapologetically positioning ourselves as industry disruptors. We're ambitious, fresh and fun.
We're different and we like it that way.
Mission: We bring color and a fresh perspective.
Vision: To create peace of mind.
3 C’s
Creative – we think differently
Collaborative – we are in this together
Care – we care about people
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XL BENEFIT INSURANCE SERVICES - SACRAMENTO, CA
Elk Grove, California
XL Benefit Insurance Services offers a full service stop loss and self funded solution for brokers and third party administrators (TPAs).
Many brokers and TPAs are busy with their core business and do not have the time or the expertise to focus on medical stop loss. XL Benefits simplifies the process by providing outsourced stop loss marketing, contract negotiation, streamlined disclosure, policy issuance, and claim assistance for your client's stop loss needs. Whether behind the scenes or on the front line, XL Benefits is ready to help bring the best possible stop loss solution to your clients both in terms of price and contract provisions.
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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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POLLEY INSURANCE AND RISK MANAGEMENT - SACRAMENTO, CA
Gold River, California
For the past two decades, we have helped organizations and individuals with complex risk management, insurance, and employee benefit challenges. Guided by our principles, our unique combination of experience, specialized expertise, and personal attention enables us to deliver solutions that are tailored to your needs.
When others are focused on their products, we’re focused on your future. Our mission goes beyond advising you of your insurance needs; it’s making insurance part of your long-term business strategy. Through this, we are building a partnership, standing beside you as your business grows.
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ASTON SHARP INSURANCE SERVICES - LOS ANGELES, CA
Santa Monica, California
More people than ever are choosing to do their insurance planning online. Who wants to do insurance the old way, with an insurance agent visiting your home and refusing to leave with out a check? Being an online, independent insurance agency that offers remote insurance work nationwide, Aston Sharp is revolutionizing the way insurance is purchased. Aston Sharp specializes in long term care, disability, and life insurance.
As an independent agency, Aston Sharp works will all the top insurance carriers around the country, in order to insure that you are getting the top quality product at the best price
Large
PENNBROOK INSURANCE SERVICES INC - SAN FRANCISCO, CA
San Francisco, California
Pennbrook/CAIB Insurance Services is a full service insurance brokerage located in downtown San Francisco who caters to business and personal clients. We anticipate their needs via risk management services and insurance products including property, general liability, directors & officers’ liability, errors & omissions, bonds, workers compensation, employee benefits, individual auto, home & health.
Since 1982, we have assisted our clients to understand their risks. We provide each client with a team of professionals including a single point of contact, risk manager, account manager and your own claims specialist. Every client receives individualized exceptional treatment.
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ERM INSURANCE BROKERS - LOS ANGELES, CA
Santa Ana, California
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.
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ERM INSURANCE BROKERS - LOS ANGELES, CA
Santa Ana, California
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.
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PLAYA VISTA INSURANCE SERVICES, INC. - LOS ANGELES, CA
Playa Del Rey, California
Providing Solutions For a Healthier Outlook
Playa Vista Insurance Services is a full service employee benefits consulting firm providing new, fresh and cutting edge ideas when it comes to employee benefits, wellness, compliance and technology. Our role is to provide employers of all sizes with solutions for a healthier outlook, both financially and naturally. Focusing on consulting and keeping the best interest of the employer and employees our number one goal. Those are defined by cost containment and employee morale.
Gone are the days of old when deals were done over a handshake on the golf course. Now employers are requiring and deserving more when it comes to service, creativity and strategic planning in today’s health care market.
Playa Vista Insurance Services takes the personal approach with clients by getting to know the employer needs; from the bottom line to understanding the employees needs to sustaining healthy recruitment and retention in the workplace.
We are the leaders and experts in employee benefits, understanding that each employer is different with different needs and different budgets. Playa Vista Insurance Services can customize employee benefits packages to suit those needs without compromising level of benefits or cost to a company and especially service.
With access to all of the insurance carriers available, we are not limited to certain plans or costs, but provide benefits to create a most enhanced benefits package for your employees.
Medium
BROOKS JUCHA & ASSOCIATES INSURANCE SERVICES, INC. DBA BJA PARTNERS - SAN DIEGO, CA
Solana Beach, California
Since 1983, integrity, innovation and family have been the foundation. Located in San Diego, California with offices in Denver, Colorado and Tucson, Arizona, we rank as one of the most respected brokerages and serve hundreds of companies and individuals with employee benefits, retirement planning and risk management.
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