About Us
We are enjoying over 25 years of insurance brokerage to a wide variety of clientele ranging from family owned businesses to international publicly traded companies. Our clients include many INC 500 Members, Ernst & Young Honorees, SBA Awardees and SDBJ Fastest Growing Company Nominees. We have been blessed to build an awesome team of professionals passionate about exceeding expectations and delivering service excellence. Our firm is consistently ranked amongst the top health insurance brokerage firms in Southern California and honored as a top producing broker by major insurance carriers.
In July of 2020, I was honored to be admitted as the first Southern California Benefits Consultant to the esteemed Health Rosetta Advisor program. There are only approximately 150 Health Rosetta Advisors out of over 400,000+ licensed health insurance brokers in the US. As a Health Rosetta Benefits Associate Advisor, I commit to an industry-leading standard of transparency and fiduciary responsibility to my clients and their employees. Using data analytics and proven practices, we design health benefits plans that can reduce health care spending by 20% or more — while achieving better health outcomes. My passion to serve my clients is amplified through this advisor program, providing me access to similarly mission-aligned advisors to share best practices, new ideas, and proven results from across the country.
Health Rosetta is an ecosystem for scaling adoption of practical non-partisan fixes to our health care system by enabling public and private employers and unions to reduce their health benefits spending by 20% or more while improving the quality of care for plan members. Health Rosetta aggregates proven best practices from the best benefits purchasers, then simplifies adoption so you can follow their lead.
Several years ago, we were also selected to join Acrisure, the nation’s fastest growing independent insurance brokerage. We have exceeded $2B in revenue through over 400 agency partners, garnering a TOP 10 spot on the Business Insurance Journal’s TOP 100 brokerages. Two highly respected agencies in Canada and the UK joined the Acrisure movement to kick off our worldwide expansion. We would enjoy the opportunity to share our unique model and incredible growth story with you!
Our goal is to help transform our broken healthcare system while improving patient experiences/outcomes AND significantly lowering costs.