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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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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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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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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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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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MCGRIFF - SAN FRANCISCO, CA
MCGRIFF - 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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PATRIOT GROWTH INSURANCE SERVICES - SAN JOSE, CA
PATRIOT GROWTH INSURANCE SERVICES - SAN JOSE, CA
San Jose, California
Patriot Growth Insurance Services, LLC, located in San Jose, CA, operates from a substantial office, equipped to efficiently serve the diverse needs of employer benefits buyers. Their extensive experience in catering to self-funded clients positions them as a reliable partner for local and regional employers seeking comprehensive insurance solutions. This branch of Patriot Growth Insurance Services has established a notable presence in various industries, showcasing their expertise in electric lighting equipment manufacturing, building equipment contractors, and computer systems design. A key strength of this office lies in its collaboration with a range of clients, from midsize enterprises to large corporations. Notable examples of their top customers include the Board of Trustees Cal Neca, a leader in building equipment contractors with over 200 participants; Rambus, a prominent player in computer systems design with a participant count exceeding 310; and Santa Cruz Community Health Centers, an influential entity in the offices of health practitioners industry boasting 140+ participants. As a vital part of a regional insurance broker firm, this location of Patriot Growth Insurance Services reflects a commitment to providing tailored solutions that align with the unique needs of employers. Their demonstrated experience with midsize and large employers underscores their capability to navigate the intricacies of diverse organizational structures, making them a compelling choice for businesses seeking reliable insurance brokerage services.
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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. #BuildingConfidenceTogether 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
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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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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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PENTARISK - SANTA CRUZ, CA
PENTARISK - SANTA CRUZ, CA
Santa Cruz, California
Located in the vibrant hub of Santa Cruz, Pentarisk’s office stands as a formidable presence in the realm of insurance brokering. Nestled within this larger office is a team with a proven track record, boasting exceptional proficiency in catering to the diverse needs of employers, particularly within the local and regional sectors. With a specialized focus on midsize employers, Pentarisk’s expertise shines brightly across various industries. Their portfolio proudly showcases success stories with industry giants such as Nordic Naturals, a prominent player in food manufacturing with over 230 engaged participants. Additionally, they’ve partnered seamlessly with Santa Cruz Seaside Company in the amusement parks and arcades industry, overseeing 50+ participants, and Spiraledge in retail trade, offering expert guidance to a workforce of 110+. Notably, Pentarisk demonstrates a deep understanding of the nuances within offices of physicians, amusement parks and arcades, and the retail trade. Their affiliation with a regional insurance broker firm bolsters their resources, enabling them to navigate complexities with finesse. What sets Pentarisk apart is their adeptness in handling self-funded clients, harnessing this experience to tailor bespoke solutions for their clients’ unique needs. Their robust experience and commitment to excellence make them a trusted partner for employers seeking comprehensive and customized insurance solutions in the dynamic landscape of Santa Cruz, California.
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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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