Our Company

  • 93+ Employees
  • 7 offices: Orange County, San Francisco Bay Area, Los Angeles, San Luis Obispo, Sacramento, and San Diego, California and Phoenix, Arizona
  • Employee Benefits Consulting only
  • 1 President since 1995
  • Women owned business
  • Privately held

By the Numbers

  • $1.8B Premium under management
  • 550+ Clients
  • 94% Client retention rate
  • “Best Places to Work in Insurance” (national recognition) Business Insurance magazine – Every year since 2013
  • “Best Places to Work” Orange County Business Journal – Every year since 2011
  • “Best Places to Work” North Bay Business Journal – Every year since 2015

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