Our Company

  • 80+ Employees
  • 7 offices nationwide - OC, LA, SB, SF, SAC, DC, AZ
  • Benefits only
  • 1 President since 1995
  • Woman owned business
  • Privately held

By the Numbers

  • $1.5B Premium under management
  • 400+ Clients
  • 98% Client retention rate
  • #1 Best Places to Work in Orange County – OCBJ for 2011, 2012 & 2013
  • #1 Best Place to Work Nationally – Business Insurance Magazine

Breadth of Resources

  • Highly respected, engaged leadership
  • Industry leading health, wellness and financial expertise
  • Accomplished underwriting, compliance and wellness
  • Multi-disciplinary client teams

Full Capabilities

  • Full spectrum of strategic and tactical benefits solutions
  • Financial benefits consulting/brokerage
  • Expertise with all funding arrangements
  • Full administration and communications support