What We've Done for Others

Stories & Examples

David & Rene Knowles

David was an employee of one of our Small Group Clients. He enjoyed the luxury of a high benefit level plan with the employer paying the majority of his premiums. David was laid off, but still needed coverage for himself and his family. If he elected to continue his coverage with COBRA his premiums were going to be over $2,300 per month!

»»  Learn how we helped David lower his monthly premium

Exent Technologies

In 2007 Exent Technologies became a client of ours. They had just opened an office in San Francisco and were looking for a high benefit level plan to match what they have at their home office in New York. After many in depth conversations and then shopping the insurance market for an insurance carrier that would take a new California Company and offer both an HMO and PPO we found their solution. The employees were very happy with the carrier and plan designs we came back with.

»»  Learn how we helped Exent Technologies

Paragon Swiss

A couple of years ago we took over a group on a Broker of Record change. Kevin and Joanne were not getting the personal service their group deserves. This lead was from a referral from a current client, an attorney firm.

»»  Learn how we helped Paragon Swiss