Patriot Growth Partners, a respected regional insurance broker, has a prominent office in Poway, California, from which they cater to clients across Michigan, Ohio, Florida, Pennsylvania, Wisconsin, Arkansas, and Nevada. Notably, they have worked with Los Angeles Police Federal Credit Union, a 140 member employer in the depository credit intermediation industry, to develop customized HMO and PPO plans, as well as a comprehensive PBM and drug plan that caters to the specific needs of their members. The Poway office of Patriot Growth Partners serves a diverse range of clients, including Los Angeles Police Federal Credit Union and Community Research Foundation. This exemplifies the broker's ability to effectively address the insurance needs of midsize and small employers, reflecting their extensive experience and expertise across various industries. With a solid M Score, Patriot Growth Partners demonstrates their proficiency in serving clients of different sizes and industries. Their strong expertise extends to outpatient care centers and depository credit intermediation industries, ensuring they can provide comprehensive insurance solutions tailored to the unique requirements of each client. Headquartered in California, Patriot Growth Partners has established a reputable presence in the insurance market. Their track record includes successful collaborations with HMOs and clients to ensure optimal coverage and care. Additionally, their experience with PBMs and specialized pharmacy providers reinforces their commitment to delivering comprehensive and tailored insurance solutions to their clients. As a trusted partner, Patriot Growth Partners remains dedicated to meeting the diverse insurance needs of their clients across multiple states and industries.

Balboa Pacific Insurance Services is a highly regarded insurance broker that specializes in serving clients of large employers. With a strong emphasis on customer service and expertise, they have garnered exceptional reviews from satisfied clients. Located in Newport Beach, California, Balboa Pacific Insurance Services caters to a diverse range of industries, including nondepository credit intermediation. They have established themselves as a trusted partner for businesses in California, exemplified by their successful collaboration with Commerce Home Mortgage, a prominent employer in the nondepository credit intermediation sector. One notable achievement of Balboa Pacific Insurance Services at their Newport Beach office is their collaboration with Commerce Home Mortgage. With 290 employees, Commerce Home Mortgage required a comprehensive insurance plan tailored to their unique needs. Balboa Pacific Insurance Services worked closely with the company's HR and finance teams to develop a specialized package that encompassed a Health Maintenance Organization (HMO) plan, Preferred Provider Organization (PPO) plan, Pharmacy Benefit Manager (PBM), and prescription drug plan. This dedicated approach ensured that Commerce Home Mortgage's employees received the optimal coverage and benefits they required. Balboa Pacific Insurance Services demonstrates extensive expertise within the nondepository credit intermediation industry and offers a wide array of insurance services to meet the diverse needs of their clients. Whether it's designing tailored insurance plans, providing top-notch customer support, or leveraging their in-depth knowledge of the industry, Balboa Pacific Insurance Services is committed to delivering exceptional solutions that safeguard their clients' interests

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

As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.

LIS Benefits, located in the vibrant city of San Diego, CA, stands out as a reliable insurance broker with a focus on employer benefits. Boasting extensive experience, this office excels in serving self-funded clients and offers robust support to local and regional employers. Their impressive track record is underscored by successful collaborations with prominent businesses, including the likes of Bridge Group Hh in the oilseed and grain farming industry. With over 800 participants, this partnership highlights the broker's ability to manage and cater to diverse workforce sizes. Specializing in the oilseed and grain farming sectors, LIS Benefits demonstrates unparalleled expertise in these industries. Their in-depth understanding allows them to tailor insurance solutions that align seamlessly with the unique needs and challenges of businesses in this field. As part of a local brokerage firm, the San Diego office leverages its regional insights to provide personalized, client-centric services. This affiliation ensures a nuanced approach to employer benefits, emphasizing the importance of localized knowledge and connections. In summary, LIS Benefits in San Diego, CA, emerges as a seasoned insurance broker, excelling in employer benefits with a notable emphasis on self-funded clients and a specialized focus on the oilseed and grain farming industries. Their commitment to personalized service, regional expertise, and a proven track record make them a compelling choice for employers seeking comprehensive and tailored insurance solutions.

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.