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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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HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
HEFFERNAN INSURANCE BROKERS - SAN FRANCISCO, CA
Walnut Creek, California
Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, Heffernan gives back 22% of profit to charity. Being 100% employee-owned, we get to know you and your business because you’re different. With Heffernan Insurance Brokers, you can access your entire Employee Benefits Program, contacts, services and questions in one beautiful healthcare app! See reviews and co-pay costs, book appointments, track expenses, telehealth visits, deductible tracking and so much more! What makes us different: Employee centric service approach. Compliance and ERISA. Customized alternative funding options. Free BenAdmin System. Full vetting service for all HR needs. Annual reporting services. Fiduciary financial service team. Over 750 carrier partners for Work Comp and General Liability. True one stop servicing.
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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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ACRISURE WEST REGION - CAMPBELL, CA (CORPORATE OFFICE)
ACRISURE WEST REGION - CAMPBELL, CA (CORPORATE OFFICE)
Campbell, 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 over a thousand of the Bay Area's most dynamic companies on the most crucial aspects of business risk management and employee benefits. In addition, we have thousands more individual policyholders that receive the same attention to detail for their personal risk management needs.
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UBF CONSULTING
UBF CONSULTING
Walnut Creek, California
About UBF Consulting UBF is a leading employee benefit and human resources consulting firm. We provide consulting solutions that manage risk, optimize talent, and transform organizations to become great places to work. The idea of UBF was borne out of a vision to represent the best interest of our clients and advise them on how to meet their human capital management needs through benefit and human resource strategies. What UBF Can Do for You Save Money UBF’s proprietary solutions optimize health plans with improved $0 deductible benefits, patient navigation to the best doctors and hospitals, pharmacy rebates, and near-site or on-site care. With a baseline savings that are often below current costs, our trends are more than half of typical industry trend. Save Time UBF’s solutions and employee benefit concierge service combine AI technology with a personal touch. Employees can elect to manage their plans through a mobile-ready application or they can call a UBF team member for personalized assistance. Expand Resources UBF provides in-house Human Resource solutions that are practical, focused on best-practices, and positions your organization to achieve success. A team of nationally recognized legal experts who ensure compliance in every facet of employment law also supports us. Create Great Places to Work UBF’s integrated benefits, population health and human resource solutions are geared toward helping companies create great places to work. Our programs and systems are evidence-based and help companies develop engagement, positivity, resilience, loyalty, and trust with their workforce. What Makes UBF Different Differentiator #1: We are a Health Rosetta Advisor As a Health Rosetta Advisor UBF helps organizations design and implement health benefits plans that are cost-effective, sustainable, and focused on improving the quality of care for employees. The Health Rosetta is a blueprint for health benefits that aims to address the inefficiencies and high costs of traditional healthcare systems. Health Rosetta Advisors use a set of principles and best practices to guide employers in transforming their health benefits strategies. These principles include: • Transparent and Accountable Healthcare • Aligned Incentives • Value-Based Purchasing • Employee Empowerment Differentiator 2: Proprietary Solution Set Most plan sponsors are stuck in the never-ending spiral of health plans that continue to deliver 5-8% annual increases. UBF’s solutions seek to end health insurance trend because they are configured to help members find the best possible care at the lowest possible cost. These solutions not only result in improved benefits but better healthcare outcomes. Differentiator 3: Master Level Consultants UBF consultants have worked for or represented Fortune 500 companies and well-known names like Mattel, Union Bank, and Bekins. These committed advisors are actively involved with both setting the strategy and seeing it through. And most importantly, our team is passionate about seeking solutions that serves the best interest of our clients.
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NORTHGATE BENEFITS - SAN FRANCISCO, CA
NORTHGATE BENEFITS - SAN FRANCISCO, CA
San Francisco, California
Northgate Benefits has over 15 years of experience in designing, implementing and servicing employee benefit plans. We are an independent agent/broker not affiliated with any specific vendor products so we can work with employers and employees to help them find the best solution in the marketplace to fit their needs.
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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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INTERWEST INSURANCE SERVICES, LLC - WALNUT CREEK, CA
INTERWEST INSURANCE SERVICES, LLC - WALNUT CREEK, CA
Walnut Creek, California
InterWest offers insurance solutions to cover the medical expenses of organizations in the Walnut Creek, CA region. This includes voluntary benefits and comprehensive medical plans. Providing this kind of coverage can help to retain employees by rewarding them for their service. The market employs 45,700 people. Those who work in this area depend on their employer for many benefits, including health insurance. InterWest's Walnut Creek office has an M Score of 5 out of 5, representing a wide range of experiences. InterWest Merced is part of a regional brokerage firm that provides services to various regions with a local office in the Walnut Creek region. InterWest was founded in 1992 as the result of a merger between three large successful insurance brokerage firms located in Northern California.
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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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PROCO - SAN JOSE, CA
PROCO - SAN JOSE, CA
Campbell, California
Proco's San Jose, CA office stands as a formidable force in the insurance brokerage landscape, boasting a substantial presence as one of the larger offices within the Proco network. With a focus on catering to the diverse needs of employers, they bring a wealth of experience to the table, particularly excelling in the realm of self-funded clients. This office has successfully supported a range of local and regional employers, showcasing a versatile skill set. Distinguishing themselves through hands-on experience, Proco's San Jose team has proven competence across various industries. Notable partnerships include the Bill Wilson Center, an individual and family services entity with over 80 participants; Goodwill of Silicon Valley, a prominent organization in the religious, grantmaking, civic, professional, and similar sectors with 70+ participants; and the Indian Health Center of Santa Clara Valley in outpatient care centers, boasting 40+ participants. Their extensive expertise extends across outpatient care centers, individual and family services, as well as offices of physicians. As part of a local brokerage firm, Proco's San Jose office brings a community-oriented approach to insurance solutions. Their track record includes successful collaborations with midsize and small employers, underscoring their commitment to delivering tailored, effective insurance strategies. With Proco in San Jose, employers can expect a dedicated partner with a proven ability to navigate the intricacies of the insurance landscape.
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NAMELY - SAN FRANCISCO, CA
NAMELY - SAN FRANCISCO, CA
San Francisco, California
Namely's San Francisco office is a pivotal hub for employer benefits solutions, showcasing a wealth of expertise in tailoring insurance packages for both local and regional employers. Specializing in medical and ancillary benefits, this office brings a strategic focus to optimizing coverage for businesses in the vibrant Californian market. A key strength lies in their track record with notable clients, such as Popout in the support services industry. This California-based entity, with over 380 participants, has entrusted Namely to navigate the intricacies of employee benefits. The success with clients like Popout underscores Namely's commitment to delivering effective solutions that cater to the unique needs of diverse industries. Situated within a regional insurance broker firm, this Namely office seamlessly combines local insights with the broader expertise of a larger network. The collaborative approach ensures that clients receive comprehensive, well-informed advice on their insurance needs. In the dynamic landscape of employer benefits, Namely's San Francisco location stands out as a reliable partner, offering tailored solutions backed by a solid track record of success in serving the varied needs of employers in the region.
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EPIC - UKIAH, CA
EPIC - UKIAH, CA
Concord, California
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.
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