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Insure with Confidence,
Ensure Excellence

Our history spans back over a century. Our drive to understand risk and its impact on business has led to the accumulation of intellectual capital that has made us a trusted adviser and strategic partner to our clients. We are a full-service insurance brokerage firm, delivering tailored risk management and insurance solutions for businesses, non-profits, and individuals.

Our history spans back over a century. Our drive to understand risk and its impact on business has led to the accumulation of intellectual capital that has made us a trusted adviser and strategic partner to our clients. We are a full-service insurance brokerage firm, delivering tailored risk management and insurance solutions for businesses, non-profits, and individuals.

Our history spans back over a century. Our drive to understand risk and its impact on business has led to the accumulation of intellectual capital that has made us a trusted adviser and strategic partner to our clients. We are a full-service insurance brokerage firm, delivering tailored risk management and insurance solutions for businesses, non-profits, and individuals.

Insure with Confidence, Ensure Excellence

Stra•te•gic

/strəˈtējik/

We are very deliberate in the processes we employ to negotiate the most competitive pricing an insurance company is postured to offer. Accomplishing this challenging outcome is part art, part science, part initiative, and all part of our systematic approach.  Our “Top-of-the-Stack” submissions, the processes we have perfected over the course of our long-standing history, our relentless commitment to excellence… all come together to bring you unparalleled outcomes.

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Webinars

Compliance Made Simple

Our monthly webinars are valid for one PDC for the SHRM CPSM or SHRM SCPSM. They also meet the HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.

Cafeteria Plan Election Change Rules

MARCH 19, 2020
11:00 am PST

If an employer allows employees to pay for their health coverage on a pre-tax basis through a Section 125 Cafeteria Plan, the elections that employees make during open enrollment generally must be irrevocable for the upcoming plan year.  This webinar will provide an overview of the events in which a plan participant may request an election change outside of the enrollment period.

Hidden Pitfalls Under the FMLA

APRIL 16, 2020
11:00 am PST

The FMLA is one of the most complex laws for Human Resources departments to properly administer. These complexities are magnified when the lesser utilized provisions of the FMLA are implicated. This webinar is intended to highlight some of the less well-known pitfalls associated with FMLA administration and some best practices to avoid compliance concerns.

Webinar Registration