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

5 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 5 Reviews

Paul Iantorno

Review posted on 10/24/2019

Great company! Amazing customer service! I have had a relationship with AEIS for over 10 years now and their service is stellar. Every time I have questions and medical bill insurance issues, Sarah and Ron are front and center to help resolve them. They are meticulous with their business practice and I will continue to refer friends, family and business contacts to them!


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!


Jon Faller

Review posted on 02/1/2021

I've been working with AEIS for over 7 years now. As a small business, our staff and model has always been dynamic, changing constantly and causing a number of challenges. Despite being a small account, Ron and his team have treated our business and team like gold. The entire AEIS staff is incredibly responsive while providing valuable advice and resources. I really feel fortunate to have worked with Ron and his team. I highly recommend AEIS if you are searching for white-gloved service and good advise for your business.


elana l

Review posted on 11/12/2021

Ron Bland is a stand out in the insurance world: he put our interests before his, when he recommended a cost-effective health care solution for our small company. And his staff is great too; they helped us worked with the insurance company to pay claims that were initially denied. I cannot recommend them enough.


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.

Schedule Consultation

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

Find Brokers

Atlanta