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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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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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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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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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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.
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DUBLIN - SAN FRANCISCO, CA
DUBLIN - SAN FRANCISCO, CA
Dublin, California
From an initial complement of three staff in 1961 with founding Chairman, the late Archie O'Leary, O'Leary Insurances, has successfully grown and developed into an Insurance Brokerage which specialises in providing a high level of customer service throughout Ireland. With over two hundred employees now operating from eight locations, O'Leary Insurances provides a comprehensive insurance broking service to all sectors of the Irish Economy. As part of this insurance broking service, we have consistently maintained our strong emphasis on professionalism and personal attention through all of our products, building on our hard-earned reputation for dependability and commitment. O'Leary Insurances'​ constant investment in Information Technology has enabled it to continually develop new insurance products as well as enhancing existing services thereby enabling O'Leary Insurances, via its Quality Management System, to pursue its ongoing objective which is to "Satisfy the needs of our customers more effectively than our competitors"​. In an ever-changing and intensely competitive world, the ongoing satisfaction of customers needs is a constant challenge, not least in the provision of Financial Services. Our Quality Management System empowers each of our offices and indeed, each individual employee, to take responsibility for not only satisfying customer needs, but also for actively striving to improve the service we provide.responsibility for not only satisfying customer needs, but also for actively striving to improve the service we provide. You can call us today by phoning (021) 453 6800 or alternatively you can check us out on Facebook, Twitter and Google +.
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PROFESSIONAL INSURANCE & BENEFITS - SAN FRANCISCO, CA
PROFESSIONAL INSURANCE & BENEFITS - SAN FRANCISCO, CA
San Mateo, California
Newfront is a modern insurance brokerage that leverages technology to vastly simplify the buying process for clients and the selling process for brokers. Our experienced insurance brokers help our clients save money and find the right coverage for their risk. Newfront is one of the fastest-growing retail insurance brokerages in the US.
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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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TEAM GOOD GUY - SAN FRANCISCO, CA
TEAM GOOD GUY - SAN FRANCISCO, CA
San Ramon, California
Team Good Guy, situated in the heart of San Francisco, CA, operates from a larger office, delivering specialized services and expertise tailored to the diverse needs of local and regional employers. With substantial experience in working with self-funded clients, this office location serves as a valuable resource for businesses seeking robust and customized benefit solutions. Among their top customers are Cloudian and United Metal Products, both influential players in the professional, scientific, and technical services, as well as metalworking machinery manufacturing industries, respectively. These partnerships, each with participant numbers exceeding 90 and 160, showcase Team Good Guy's ability to customize benefits solutions for various sectors. Team Good Guy in San Francisco demonstrates great expertise across metalworking machinery manufacturing industries. As part of a local brokerage firm, this office location emphasizes community engagement and personalized service. With demonstrated experience in catering to both midsize and small employers, Team Good Guy emerges as a reliable and versatile choice for employers seeking tailored benefit solutions in the dynamic business landscape of San Francisco.
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MCGRIFF (MARSH MCLENNAN AGENCY) - SAN FRANCISCO, CA
MCGRIFF (MARSH MCLENNAN AGENCY) - SAN FRANCISCO, CA
San Ramon, California
BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
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CBIZ - SAN JOSE, CA
CBIZ - SAN JOSE, CA
San Jose, California
With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence • Top 101 2020 Best and Brightest Companies to Work For in the Nation • 2020 Healthiest 100 Workplace in America • 2021 Top Workplaces USA We are one of the nation's leading: - Accounting Providers - Employee Benefits Specialists - Property & Casualty Brokerage and Risk Consulting Firms - Valuation Firms - Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
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PENTARISK - SAN JOSE, CA
PENTARISK - SAN JOSE, CA
San Jose, California
Decades of specialized experience came together in January of 2012 when seasoned industry veterans created the brokerage firm of PentaRisk Insurance Specialists. From the simplest to the most complex requirements, PentaRisk has assembled the most talented, educated, and experienced experts each with diverse resources dedicated to you and your business. We are a one-stop brokerage firm with risk management solutions for many industries including, but not limited to, construction, real estate, manufacturing, healthcare, hospitality, staffing and energy. Our number one goal is to provide excellent customer service. Inclusive to this goal is a responsibility to be a trusted adviser and to help mitigate each client's loss exposure, while also minimizing premiums and total cost of risk. In 2015 we became an Acrisure Agency partner and are now part of the fastest growing privately held insurance broker in the United States. Acrisure ranks in the top 10 of private brokers of US business. As a national group of agencies, Acrisure is able to provide a full spectrum of specialty insurance and risk management solutions to meet the needs of our diverse market. We have also expanded our PentaRisk operations by adding offices in Chicago and Birmingham to better serve our growing client base. We invite you to contact us today to learn how we can Insure Your Success.
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