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Advanced Estate & Insurance Services (AEIS Inc.)

Address

306 6th Ave , Suite B, San Mateo, California 94401

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Score
Proprietary Rating
Customer 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.
Differentiating Services

There’s a reason we live by the words “insurance is just the beginning”. AEIS is here to give you and your team the necessary tools to make the most of your benefits plan through a wide array of services, technology, and expertise. What differentiates us: • Strategize - Anyone can select an employee benefits plan. To create lasting employee relationships, it takes unparalleled experience and knowledge. AEIS, Inc. delivers on both • Advocate - As your employee benefits brokerage firm, we are your strongest advocate with health insurance carriers • Advise – Better benefits are more than a “fix it and forget it” solution. We work with you to continue finding the best solutions as laws and needs change, year after year • Partner firm of United Benefit Advisors (UBA), the nation’s leading member owned organization of 150 independent Benefit Advisory firms • Channel partnerships with top benefit administration systems, payroll platforms, HR consultants, and PEOs with special pricing exclusive to AEIS clients with partners such as Ease, Rippling, and Insperity • Dedicated Personal Account Managers, Benefit and Renewal Specialists, Communication Strategists, and Compliance Analyst on staff • Customize communication strategy to fit the culture of your company and maximize employee engagement • Online and in-person presentations for Open Enrollment & New Hires and personalized benefit guides

Employer Size Expertise
1-10
11-50
51-100
101-250
Employer Revenue Expertise
$0 - $1M
$1M - $5M
$5M - $50M
$50M - $250M
Years of Experience
35
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, 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
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Based on No Reviews
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Team
Contact Info
650-523-9730 Visit Website
Address
Address

306 6th Ave , Suite B, San Mateo, California 94401

Email

admindesk@aeisadvisors.com

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About Mployer Advisor

Mployer Advisor is a digital marketplace where employers can search for, evaluate and select an insurance broker who best fits their needs. Our goal is to create more transparency by showcasing customer reviews and independent ratings for insurance brokers and employee benefits consultants across the United States. Search now for insurance agencies that offer health insurance, property and casualty insurance, dental insurance, disability insurance, liability insurance, life insurance, retirement insurance, vision insurance, voluntary insurance, and workers compensation insurance.