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Insure with Confidence,

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,

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.

Proven Expertise

We hold more professional designations, per employee, than any insurance brokerage in the State of California. Why? Because we believe, as professionals, it is our duty to bring real knowledge and real value to our clients.

Strategic Partner

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.

Success through Partnership

COMPLIANCE

Upcoming Webinars

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.

Employee Handbooks:
Best Practices for a Proactive Organization

FEBRUARY 20, 2020
2:00 pm EST

Employee Handbooks are essential for employers in today’s litigious environment, and are a valuable tool to protect an employer from future liability.  This webinar will discuss trending policies that can pro-actively provide employers with the means of protecting their organization by outlining the essential policies for your business, and exploring emerging issues that deserve your attention.

Cafeteria Plan Election Change Rules

MARCH 19, 2020
2:00 pm EST

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.

Webinar Registration