Brokerage Services

• Medicare Brokerage - Experienced broker for Medicare Advantage Plans (Part C) from private insurance companies approved by Medicare, combining Part A, B and D coverage for comprehensive medical coverage. 

• Group Employee Benefits - Design and execute short and long-term employee benefit plans and strategies. Collaborate with HR and Benefits team to administer group insurance plans, answering staff questions and providing benefits-related advice throughout the plan year. 

• Individual Marketplace - We specialize in managing enrollments for both Covered CA and the private marketplace, utilizing tax credit and incentive planning to help our clients make the most of their healthcare coverages.

Commercial General Liability - General liability insurance, also known as commercial general liability (CGL), protects your clients' businesses from another person or business’s claims of bodily injury, associated medical costs, and property. We also offer all bonding types from commercial to contractor performance.

Business Owner Policy - Business owner's policy (BOP) is a combination of general liability and business property insurance. It protects your clients' own business furniture and equipment, as well as another person or business’s claims of bodily injury and associated medical costs. 

Professional Practices Policy - Professional liability (PL), also known as Errors and Omissions Insurance (E&O), protects your clients if they're sued for negligently performing their services, even if they haven't made a mistake. Coverage also includes defense costs associated with any lawsuit.