Our Company

  • 88+ Employees
  • 7 offices in California: Orange County, San Francisco Bay Area, Los Angeles, San Luis Obispo, Santa Barbara, Sacramento, and San Diego
  • Benefits Consulting only
  • 1 President since 1995
  • Woman owned business
  • Privately held

By the Numbers

  • $1.7B Premium under management
  • 500+ Clients
  • 95% Client retention rate
  • #1 Best Places to Work by the Orange County Business Journal for six years running
  • #1 Best Place to Work Nationally by Business Insurance Magazine – 2013, 2014, 2015 & 2016

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