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Group Health Insurance Specialists


Customized, cost-effective employer assistance for a changing insurance market.


We offer solutions few other brokers do. See how we're redefining industry standards!

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Election &
Enrollment Forms

Save time and money with Custom, Bilingual Proprietary Election Forms

Rate Analyses & Spreadsheets

Rate Analysis & Spreadsheets

Understand plan renewals better than ever before

Eligibility Policies

Eligibility Policies

Establish your plan's Benefit Eligibility policies​

Routine Billing_Enrollment

Routine Billing &
Enrollment Assistance

Manage employee benefits without

legal confusion

Industry Updates

Industry Updates

Keep up with the latest in the Health Insurance industry

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HSA, HRA, & FSA Programs

Take advantage of cost savings by establishing HSA, HRA, & FSA programs



Comply with the law and avoid all penalties

1095-C Compliance Assistance

1095-C Compliance Assistance

Get your 1095-C questions answered

Covered California_HIM Letters & Appeals

Covered California/HIM Letters & Appeals

Counteract Covered California/Health Insurance Marketplace (HIM) Notices

IRS 226-J Penalty Letters

IRS 226-J Penalty Letter Resolution

Avoid unnecessary and accidental fines

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Claim Reduction & Cost Containment

Establish customized loss reduction programs

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Self-Funded Group Health Programs

Create the most cost-effective 

self-funded program possible

Our Medical Carriers

California, Health Insurance Broker,

We Serve Over

36 Industries!

We serve a diverse group of industries united by the need for quality healthcare.

Marsh Building in Downtown Monterey



Office Location

700 Camino El Estero

Monterey, CA 93940

Business Hours

Monday - Friday,

8:00 a.m. to 5:00 p.m.

Contact Information

Phone: (831) 333-9600

Fax: (831) 333-9602


CA Insurance License


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