There are various ways to secure quotations through our agency. We do not expect nor even anticipate our clients, or prospective clients, to "shop" their insurance and benefit programs by themselves over the internet or through companies which have direct sales staffs. On the other hand, we want to make your fact gathering as easy and as informative as possible. Therefore we have various tools, some on this website, to assist you. You may:
1. Phone us and request an appointment. 619-283-7800.
2. Email us and tell us what you would like help with and instruct us as to how you would like us to follow up with you.
3. Download our Excel Census template, complete it, and email it to us with a request for follow up and/or specific instructions.
4. Complete the Online Census and submit it to us telling us what quotations you would like us to secure from the marketplace.
5. Phone us and let us help you determine what will work best.
We work with agents and brokers to provide for all client needs. Our staff provides one-stop-shopping support for a wide spectrum of benefit plans:
· 401(k) Retirement Savings Plans
· Section 125 Cafeteria Plans
· Group Medical
· Group Dental
· Group Long Term Disability
· Group Life
· Group Term Life
In addition we are prepared to assist you with provider selection, plan design, communications, and reporting functions:
· Employee Communications
· Competitive Analysis
· Human Resources Consulting
· Evaluation of Providers
· Government Reporting
· Funding Method Comparisons
· Review of Historical Data
· Non-discrimination Testing
· Forms and Document Compliance
· Government Reporting
Technically competent support service members staff our office whose first priority is to provide personal service to clients. Immediate, courteous, responsive help and advice is just a phone call away on any business day. Add an extra dimension to your services. Contact us to see how we can work together to support your business.
