San Francisco Bay Area Employee Benefits Insurance Broker

Helping You Thrive in the Bay Area

The Bay Area is a vibrant region to live, work, and play in. Along with the major metropolitan areas of San Francisco and Oakland, the official Bay Area is made up of nine California counties. They include Contra Costa County, Marin County, and Alameda County. Other counties in the region include Solano County, San Mateo County, San Francisco County, Santa Clara County, Napa County, and Sonoma County.


In all, it encompasses about seven-thousand square miles and boasts a population of over 7.5 million people. It is also home to some of the most exciting, growing, and innovative companies in the world. Along with being leaders in the aerospace, bio-tech, and technology industries, the Bay Area is also known for its textile and apparel companies, food processing plants, and electronics industries.

All of this combines to make this an extremely challenging area in which to recruit and keep top-tier talent. While competitive compensation is certainly important, employees today are searching for employers with their interests at heart, where they can feel like they are a part of something bigger.


This is where AEIS, a trusted employee benefits insurance broker, plays a key role. It could be the way to find the recruiting advantage you've been in search of.

WHAT WE DO

All-in-One Employee Benefits Services

We have the insurance and admin know-how to help your business prosper. As one of the leading employee benefits brokerage firms in the Bay Area, we offer:

We are Local to Bay Area!

AEIS is proud to be a local employee benefits broker supporting businesses throughout California!

Address

306 6th Avenue, Suite B

San Mateo, CA 94401

Business Hours

Mon - Fri
-
Sat - Sun
Closed

Phone

650.348.6234

Schedule an Appointment

A Premier Bay Area Employee Benefits Broker

AEIS helps small to mid-size Bay Area companies compete with even the largest employers when it comes to attracting and retaining talent.


Advanced Estate & Insurance Services serves as an advocate, strategist, and employee benefits insurance broker for companies across many industries. We assist organizations in selecting, optimizing, and managing employee benefits programs with precision and care.


As a full-service employee benefits brokerage, AEIS delivers personalized support and solutions that meet both the needs of employers and the expectations of today’s workforce. Whether you need health plans, compliance consulting, or plan administration, our expert benefit brokers are here to help.



From employee benefits consulting, alternative funding, compliance risk assessments, employee education, and high-net-worth life insurance, AEIS is a partner you can count on.

Speak to us about our expert employee benefits consulting:

Group Insurance Packages in Bay Area: Build Your Plan Today

At AEIS, "insurance is just the beginning". That’s because we go beyond offering standard benefits and features. It’s not just what we do, it’s all we do.


Advanced Estate & Insurance Services partners with small to medium-sized businesses in the Bay Area to take the hassle out of healthcare compliance while helping companies become more appealing places to work. We take the burden off owners, managers, and HR departments when it comes to employee benefits programs. You don’t need to be a healthcare or insurance expert to offer a strong employee benefits package; you just need the right provider. In the San Francisco area, we encourage you to reach out to the team at AEIS.


Improve your recruiting position in the Bay Area by contacting Advanced Estate & Insurance Services. We look forward to working with you.

Get in Touch!

Connect with a Trusted Employee Benefits Team in Anaheim

Your business is built on people. Let’s build a benefits program that supports them and sets you apart.

Recent Posts

Two men are sitting at a table looking at paperwork. One man is helping the other man understand.
By Alyssa Bland July 2, 2025
Employee benefits packages are often layered with jargon, multiple plan options and confusion for which plans they and their dependents are enrolled in that can be difficult for employees to navigate. Even with open enrollment meetings and benefit summaries, many employees remain unclear on what their plans actually co
The golden gate bridge is covered in fog on a foggy day.
By AEIS May 27, 2025
Regardless of where your headquarters are located, the shift to remote and hybrid work has expanded many companies’ reach, often unintentionally.
A woman is riding a man in a wheelchair in a park.
By AEIS May 16, 2025
When selecting insurance plans for your team, it's important to ask: are you meeting the needs of your actual employees, or are you offering a generic plan hoping it fits everyone?
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