What We Do

Our job is to guide you through the world of health insurance and employee benefits; but we are not strolling through Disneyland. We love what we do but we also understand the challenges in our industry and how difficult it can be. It involves people’s health and money and it is always complicated, expensive and frequently frustrating. We are in the middle of three massive forces; rising health care costs, an aging population, and government regulations and it has created the perfect storm which can leave people feeling like a leaf on the ocean.

Fortunately, we are here to help you. My firm has the right combination of personnel, knowledge, and expertise to guide you and keep you and your business on the right path so you can get to where you need to go. Our approach is to provide you with the highest level of personal attention and build high trust long term relationships that maximize our ability to deliver value over time. My organization works as a team and we will work with your business to make sure you always have a positive user experience.

While this might sound cliché, it is not. We have helped hundreds of Bay Area companies with their health insurance and employee benefits needs. Perhaps we can help you.

We are a Good Fit

Because we are as selective as you, you can be assured that we will be a good fit. We are not generalists, and we stay in our lane.  By doing so, our goals are always aligned with yours and we are fully compatible with how you do business. We have worked with many unique and fantastic clients, and they all share certain common threads, one of which is the need to pursue excellence in their own area of expertise.

Let us help you in your pursuit. We will work closely with you and form a bond. It is not uncommon for us to have weekly or even daily contact with our clients. This means things run smoothly and little problems get nipped in the bud.  It is the key to success and how you keep your employees on the job and your customers happy.

We are Your Strategic Advisor

To be a Strategic Advisor you need to know two things really well; you need to know your client and you need to know the business environment that they operate in.

One of the greatest things about what we do is that our relationships with our clients gets tighter over time. Our team works closely with your team handling incredibly sensitive matters. We are there with you as you grow and enjoy success, but we are also with you when you use your coverage and things are not so great.  This dynamic builds a level of trust that becomes very strong and allows us to know you in a way that your other advisors never will.

The flip side is that we bring the perspective of an outsider. We currently insure roughly 140 companies, both big and small, and we are familiar with the milieu that you have to operate in. We keep everything separate and confidential, but we use our experience to help you gain perspective. Together, we deliver an unbeatable combination.

Full Service

Health insurance is an intense business, and your agent is either all in or none.  It is not an ancillary service or something you dabble in.  

Everybody will tell you they are great at service, but are they?  Our industry is littered with payroll companies, HR platforms, generalists, and other pretenders that can place a policy but cannot provide even the most basic services when you need to use it.

We challenge this directly.  Our firm is committed to being with you at every step of the process, including when you use it.  For us, there is no other way, and we are in the business to stay.  We are truly experts in what we do and are built around this mission. So, if you are not happy with your current arrangement or want something better, give us a call. 

Ready to talk?

Call or email us to set up a confidential no-cost consultation on how we can help your business.