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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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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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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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PROCO - SAN JOSE, CA
PROCO - SAN JOSE, CA
Campbell, California
Proco's San Jose, CA office stands as a formidable force in the insurance brokerage landscape, boasting a substantial presence as one of the larger offices within the Proco network. With a focus on catering to the diverse needs of employers, they bring a wealth of experience to the table, particularly excelling in the realm of self-funded clients. This office has successfully supported a range of local and regional employers, showcasing a versatile skill set. Distinguishing themselves through hands-on experience, Proco's San Jose team has proven competence across various industries. Notable partnerships include the Bill Wilson Center, an individual and family services entity with over 80 participants; Goodwill of Silicon Valley, a prominent organization in the religious, grantmaking, civic, professional, and similar sectors with 70+ participants; and the Indian Health Center of Santa Clara Valley in outpatient care centers, boasting 40+ participants. Their extensive expertise extends across outpatient care centers, individual and family services, as well as offices of physicians. As part of a local brokerage firm, Proco's San Jose office brings a community-oriented approach to insurance solutions. Their track record includes successful collaborations with midsize and small employers, underscoring their commitment to delivering tailored, effective insurance strategies. With Proco in San Jose, employers can expect a dedicated partner with a proven ability to navigate the intricacies of the insurance landscape.
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ONE CONNECTINC - SANTA CRUZ, CA
ONE CONNECTINC - SANTA CRUZ, CA
Captiola, California
One Connect Insurance Solutions is a local insurance broker based in Capitola, California. Their office extends their services to clients in Missouri and Arkansas. While some customers have expressed lower satisfaction in their reviews, it may be worth considering their performance as you evaluate potential partners. An illustrative example of their work at this office location is their collaboration with Child Development Associates, a public administration employer with 350 members. One Connect Insurance Solutions partnered with the HR and finance team at Child Development Associates to establish a self-funding arrangement. They also designed a customized HMO plan, PBM, and drug plan tailored to meet the specific needs of their members. In addition to Child Development Associates, One Connect Insurance Solutions serves a range of employer clients in various industries. Their expertise lies particularly within the public administration sector. Operating primarily with large employers, One Connect Insurance Solutions brings their extensive experience and knowledge to deliver insurance solutions that align with their clients' needs. While they have shown expertise and proficiency in their field, it may be prudent to investigate the concerns raised in customer reviews. With their local presence in Capitola, California, One Connect Insurance Solutions is well-positioned to serve clients across Missouri and Arkansas. Their commitment to providing tailored solutions and their experience in the public administration industry make them a valuable insurance brokerage partner for large employers in these regions.
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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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MICHAEL B KELLY INSURANCE SERVICES - SALINAS, CA
MICHAEL B KELLY INSURANCE SERVICES - SALINAS, CA
Carmel, California
Located in Salinas, CA, Michael B Kelly Insurance Services stands out as a trusted local partner for employer benefits solutions. With a rich history of catering to the diverse needs of midsize employers, this office location brings a wealth of experience to the table. The team excels in working with self-funded clients, showcasing their proficiency in managing risk and delivering tailored solutions. At the heart of their success is a dedication to supporting both local and regional employers. As part of a local brokerage firm, Michael B Kelly Insurance Services has established itself as a community-oriented player with a keen understanding of the unique challenges faced by businesses in the area. Their extensive expertise spans various industries, including insurance carriers and management, scientific, and technical consulting services. Noteworthy clients such as Cypress Healthcare Partners and Montage Health highlight the broker's effectiveness in navigating the complexities of employer benefits, with a demonstrated track record of serving companies with 640+ and 230+ participants, respectively. In choosing Michael B Kelly Insurance Services, employers gain access to a team that combines local insight with industry knowledge, ensuring comprehensive and tailored insurance solutions for their workforce.
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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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SEQUOIA - SAN FRANCISCO, CA
SEQUOIA - SAN FRANCISCO, CA
San Mateo, California
Sequoia is the pioneer in total people investment. We help companies master the practice of driving outcomes that matter through their total rewards. With expert guidance and the Sequoia People Platform, we connect our offerings for compensation, benefits, wellbeing, HR and payroll, and business protection to a higher strategic outcome, enabling companies to manage their global people investments, reduce administrative burdens, and reach a deeper level of employee care and support.  For more than 20 years, people-driven companies have turned to Sequoia to unlock the full potential of their business and global workforce. Visit Sequoia.com and dataforest.sequoia.com to learn more.
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USI INSURANCE SERVICES - SAN FRANCISCO, CA
USI INSURANCE SERVICES - SAN FRANCISCO, CA
San Carlos, California
USI Insurance Services, a leading national insurance consultant, operates an office in San Carlos, California. With an impressive track record, they have established themselves as a trusted partner for a diverse range of clients. Notably, their work with Lumenis Inc., a prominent player in the medical equipment and supplies manufacturing industry, showcases their expertise and effectiveness. At the San Carlos office, USI Insurance Services has demonstrated exceptional proficiency in various areas. They possess extensive experience working with self-funded clients, offering valuable insights and solutions. Moreover, their expertise in HMO and PPO plan design models sets them apart from their competitors. In addition, they have a remarkable reputation for effectively carving out drug and pharmacy plans, exceeding the market's standards. Catering to clients of all sizes, including large, midsize, and small employers, USI Insurance Services' San Carlos location boasts an impressive client portfolio. Notable companies such as Action Property Management, Astreya Partners Inc, Blue Diamond Growers, and Boardriders Corporate Store rely on their comprehensive insurance services. Their reach extends beyond California, as they serve clients across multiple states, including New York, Nevada, Washington, Virginia, Utah, and Ohio. With an exceptional M Score, they have attained one of the highest rankings due to their vast experience and proficiency across diverse client sizes, industries, and products. USI Insurance Services' San Carlos office specializes in providing tailored insurance solutions for various sectors. Their strong expertise spans industries such as health care and social assistance, building equipment contractors, as well as computer systems design and related services. With a commitment to excellence, they continue to deliver exceptional insurance consultancy services to their valued clients.
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