Our Difference

We know that Southern California employers have many employee benefits brokers to choose from. That’s why we strive to be something more. Here’s how we do it.

We partner with our clients and become an extension of them – to whatever extent they require.

Whether you’re a human resources manager or a jack-of-all trades, let us be your benefits manager. Navigating the waters of health care reform? That’s what we do. Taking benefits administration off your plate? Yes. Resolving an employee’s unresolved medical claim? That, too.

We are a broker, not an agent.

An agency sells insurance from one insurance carrier, representing that carrier’s products to all potential customers. As a broker, we represent you. We’re on your side, working to find you the best insurance plan options that meet your criteria. Count on it.

We take your business personally.

It has been our pleasure to form long lasting relationships with our clients, many of whom have been with us for a decade or more. As an independent, owner-driven firm, we believe personal service is everything.

Our strategic planning process gives you confidence.

With our Fortune 500-level expertise, we employ a strategic planning process similar to what larger companies use for their benefit planning. And when we’re all through, you’ll know our recommendations didn’t come from thin air. You’ll have a clear understanding of the benefit options, strategies and advice that lead to the benefit decisions you – and your team – will be living with. Learn more.

We keep you out of hot water.

While some brokers may be happy to talk with you once a year during plan renewal time, we’re keeping you up-to-speed on frequently changing compliance requirements, including those pertaining to the Affordable Care Act.