Showing 1 - 12 of 72 results
ONE CONNECT INC - SANTA CRUZ, CA
ONE CONNECT INC - SANTA CRUZ, CA
Captiola, California
One Connect Insurance Solutions is a local insurance broker based in Capitola, California. Their office extends their services to clients in Missouri and Arkansas. While some customers have expressed lower satisfaction in their reviews, it may be worth considering their performance as you evaluate potential partners. An illustrative example of their work at this office location is their collaboration with Child Development Associates, a public administration employer with 350 members. One Connect Insurance Solutions partnered with the HR and finance team at Child Development Associates to establish a self-funding arrangement. They also designed a customized HMO plan, PBM, and drug plan tailored to meet the specific needs of their members. In addition to Child Development Associates, One Connect Insurance Solutions serves a range of employer clients in various industries. Their expertise lies particularly within the public administration sector. Operating primarily with large employers, One Connect Insurance Solutions brings their extensive experience and knowledge to deliver insurance solutions that align with their clients' needs. While they have shown expertise and proficiency in their field, it may be prudent to investigate the concerns raised in customer reviews. With their local presence in Capitola, California, One Connect Insurance Solutions is well-positioned to serve clients across Missouri and Arkansas. Their commitment to providing tailored solutions and their experience in the public administration industry make them a valuable insurance brokerage partner for large employers in these regions.
PROBITY INSURANCE SERVICES - SAN JOSE, CA
PROBITY INSURANCE SERVICES - SAN JOSE, CA
Campbell, California
Probity Insurance Services is an insurance brokerage company based in the expanding and ever growing San Francisco Bay Area. We are locally owned and managed in the Bay Area with the philosophy of providing great client service in our local region. With passionate yet personal staff, we effectively assist our customers while reducing the mundane administrative tasks.
VITA INSURANCE ASSOCIATES - SAN JOSE, CA
VITA INSURANCE ASSOCIATES - SAN JOSE, CA
Mountain View, California
Vita's mission is to provide a level of knowledge and service unsurpassed in the employee benefits industry. -------------------------------------------------------------------- Insurance offered through Vita Insurance Associates, Inc. (CA Insurance License #058115 | DBA Vita Companies) Investment advisory services offered through Vita Planning Group LLC, a Registered Investment Adviser with the SEC. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Karl Hansen at (650) 567-9300. Vita Planning Group LLC understands and attests that they are an ERISA fiduciary as defined in the Fiduciary Rule under the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986. Vita Planning Group LLC adheres to the Impartial Conduct Standards (including the “best interest” standard, reasonable compensation and no misrepresented information). This relates to all ERISA accounts including Individual Retirement Accounts (IRAs). -------------------------------------------------------------------- Location Information: Mountain View, CA - Branch Office Portland Area -Securities business not conducted at this location.
HUB INTERNATIONAL - SAN JOSE, CA
HUB INTERNATIONAL - SAN JOSE, CA
Mountain View, California
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
WTW - SAN JOSE, CA
WTW - SAN JOSE, CA
San Jose, California
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
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.
THE LIBERTY COMPANY INSURANCE BROKERS, LLC  - SAN JOSE, CA
THE LIBERTY COMPANY INSURANCE BROKERS, LLC - SAN JOSE, CA
San Jose, California
The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years. The company was founded in 1987 by our Chairman and CEO, Bill Johnson, who currently leads the firm along with our President, Jerry Pickett. Licensed to operate in all 50 states, Liberty has grown consistently and, in recent years, exponentially by attracting talented and entrepreneurial people into an energetic and collaborative culture which focuses on our team’s happiness, well-being, and growth. Liberty has expanded nationally by partnering with agency owners and experienced producers who fit our culture, are driven by our mission of Promoting Peace of Mind with Great Care and demonstrate our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun! Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry, including being recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. over the past four year by the Hales Report. Liberty is not your typical insurance broker: We are a culture-first organization, and believe "If you put people first, good business will follow." We are very collaborative, creative, entrepreneurial, and wellness-focused. We believe that the true Wealth of our Organization is dependent upon the Holistic Health of each member. We can serve our clients most powerfully when we are at our best mentally, physically, and spiritually. To that end, our goal is to clear the path of political and administrative distractions so our team members can focus on their Highest And Best Use (HABU), which is what they love to do, what they do best, and therefore, is best for all of us.
CBIZ - SAN JOSE, CA
CBIZ - SAN JOSE, CA
San Jose, California
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C. View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines
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GALLAGHER - SAN JOSE, CA
GALLAGHER - SAN JOSE, CA
San Jose, California
Gallagher, a global insurance brokerage, risk management, and consulting firm, serves communities around the globe, helping clients address risk, protecting assets, and recovering from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to face their future with confidence. Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services. Follow us on social: Instagram: http://instagram.com/gallagherglobal Facebook: http://www.facebook.com/GallagherGlobal Twitter: https://twitter.com/GallagherGlobal YouTube: https://www.youtube.com/GallagherGlobal
PROGRESSIVE BENEFIT GROUP - SANTA CRUZ, CA
PROGRESSIVE BENEFIT GROUP - SANTA CRUZ, CA
Santa Cruz, California
Mission: First and foremost, we at PBG are advocates for our clients, strategic partners with our carriers, and “idea leaders” for the industry. Drive: At PBG, our staff and their passion for excellence is what really set us apart. We are a dynamic group of talented and highly skilled professionals that are considered experts in their respective fields. Be it negotiation, compliance, account management, communication, employee advocacy or training programs, the energy and dedication that we bring to the table not only helps our clients satisfy the needs of their employees but also protects and improves their bottom-line. Our team leaders are an incredibly dynamic and innovative group that infuse the company with their drive, enthusiasm and energy. Value: PBG is committed to helping our clients make key healthcare benefit choices that deliver real value to their employees while at the same time controlling costs. Our expertise and abilities allow us to leverage our carrier relationships, and expand the value delivered to our clients, and their employees.
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