Mployer Advisor
Advanced Estate & Insurance Services (AEIS Inc.)
Advanced Estate & Insurance Services (AEIS Inc.)

Advanced Estate & Insurance Services (AEIS Inc.)

306 6th Ave , San Mateo, California 94401

Customer Reviews

20 Reviews

Services

Health

Health

Dental

Dental

Vision

Vision

Life

Life

Disability

Disability

Voluntary Insurance

Voluntary Insurance

About Advanced Estate & Insurance Services (AEIS Inc.)

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.

Employer Size Expertise

1-10

11-50

51-100

101-250

Employer Revenue Expertise

$0 - $1M

$1M - $5M

$5M - $50M

$50M - $250M

Top Insurance Carriers

Aetna
Ameritas
Anthem
Blue Shield of California
Cigna
Delta Dental
Eyemed Vision
Guardian
Humana
Kaiser Permanente
Lincoln Financial Group
MetLife
Mutual of Omaha
Principal
VSP

Expertise Section

Benefit Administration Technology

Billing Administration

Cafeteria Plans (125B)

Compliance

EAP Programs

ERISA Support

Open Enrollment Support

Payroll Support

Professional Employment Organizations (PEO's)

Technology Consulting

Industry Expertise

Accommodation and Food Services

Admin, Support and Waste Mgmt

Agriculture, Forestry and Fishing

Arts, Entertainment and Recreation

Construction

Educational Services

Finance and Insurance

Health Care and Social Assistance

Information

Management of Companies

Manufacturing

Mining

Other Services (except Public Administration)

Professional, Scientific and Technical

Public Administration

Real Estate Rental and Leasing

Retail Trade

Transportation and Warehousing

Utilities

Wholesale Trade

Customer Reviews

5.0

Based on 20 Reviews

Preschool

Review posted on 01/27/2023

"I have joined the class that Ron invited me to regarding HR and FMLA, etc. Thank you for your ongoing support and assistance; it is a pleasure doing business with you."


Non-Profit

Review posted on 01/27/2023

"Thank you so much for generously supporting [us] and our AIDS walk team this year. It was a lovely foggy Sunday morning in Golden Gate Park, with thousands of folks walking to fight AIDS. It has been a pleasure working with you over the years. You have saved us LOTS of money! I want you to know how much we appreciate all that you do!"


Director

Review posted on 01/27/2023

"Switching over to AEIS Advisors was the best decision we’ve made this year. Ronald and his team were able to identify discrepancies on our billing statements which got missed by our last broker, and they saved us over $8,000 in credits! AEIS has proven to be an attentive and caring company, looking out for the best needs of their clients."


Office

Job Title:

Food Distribution Company

Review posted on 01/27/2023

"Thank you for putting the Plan Document together for us! It is a big accomplishment knowing that we are in compliance! Once again we are grateful and thankful for your continuing support and enjoy the relationship that we share."


Securities

Review posted on 01/27/2023

"You are absolutely the best! Thank you. p.s. Others take note. You don't get service like this every day."


Office

Job Title:

Surgical Center

Review posted on 01/27/2023

"I absolutely love working with you, Ron, and the entire gang! Just wanted to pass this on - and again thank you for all you do for us!"


Office

Job Title:

IT Consulting Firm

Review posted on 01/27/2023

"I just want to let you know that YOU ARE AWESOME. You’re always on top of things and answer questions promptly and in detail. I love working with you."


President

Job Title:

Event Production Company

Review posted on 01/27/2023

"I want to let you know how very much I appreciate all the advice and excellent direction you've given us over the years. I know our account wasn't particularly profitable but you always treated us as though we were supremely important. It would have been much easier for you let us drift away but you always hung in there and went the extra mile, two, three or four."


Alex Beltramo

Review posted on 07/16/2022

We had an important and urgent insurance issue for our mother, and AEIS jumped right on it and got us everything we needed. Thank you, Ron and team!


Regina Panelli

Review posted on 05/10/2021

The company I work for has been using AEIS for over a decade. My experience with Ron and our specialist Kathy have always been a very positive experience. They are knowledgeable and very professional.


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Contact Info

Address

306 6th Ave , San Mateo, California 94401

Email

[email protected]

Social

Schedule Consultation

Contact Info

Address

306 6th Ave , San Mateo, California 94401

Email

[email protected]

Social

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