Monterey

Monterey Employee Benefits Broker

San Francisco Employee Benefits Broker

Streamlining Benefits for Companies in Monterey

If you’re in Monterey and seeking a dedicated employee benefits advisor, AEIS is here to assist. We specialize in helping local businesses craft effective and personalized employee benefits packages. Whether you’re a small startup or an established local company, our team is committed to delivering solutions that address your unique needs and support your business goals.


Monterey businesses face distinct challenges, and we understand the local market intricacies. Our expertise ensures that you get the most out of your benefits investment. From health insurance to retirement plans, we provide the tools and insights you need to keep your employees satisfied and your business compliant.

We stay informed about the latest regulations, so you’re always prepared for any audits, and your employees receive the best care possible.

Helping You Thrive in San Francisco

Travelers from throughout the world visit the San Francisco area each year to take in our natural beauty, unique features, and historic landmarks. It is a terrific city to not only visit, but to work in and call home.


Many businesses have done just that. In fact, as of 2020, San Francisco was home to 38 Fortune 500 companies. But the city is not only home to successful large corporations; but it is estimated that at any given time, there are some 4,000 startups in the San Francisco area.


One of the reasons, of course, is that San Francisco has a reputation for having an educated and skilled workforce. This is critical in a metropolitan area that is home to companies in the bio-tech, technology, electronics, and aerospace industries.

AEIS benefit plan strategies
benefit plan strategies

There is no question this is a competitive market for talent, and if you are a small to medium company in San Francisco, recruiting and keeping top employees can be even more challenging.


There is a San Francisco area company that can help, however. They are not recruiters, employment agencies, or headhunters. They can help put your company in the best light. Welcome to AEIS, Advanced Estate & Insurance Services. We are more than a health insurance company. We are an employee benefits company, offering a wide range of custom services to make your company more appealing. At AEIS, insurance is just the beginning.

WHAT WE DO

All the services you need, in one place

We have the insurance and admin know-how to help your business prosper

Employee Benefits Packages

Employee Benefits Packages
Compliance Risk Assessment Services

Compliance Risk Assessment
Company Plan Adminitration

Plan Administration
High Net Worth Life Insurance

High Net Worth Life Insurance
Business Administration Technology Consultant

Technology
HR Consulting Expert

HR Consulting
PEO Partnerships

PEOs
Sell Your Insurance Book of Business

AEIS Serves Monterey!

AEIS works with companies all around the wonderful state of 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

Don't see your city? Not to worry...


... We're a licensed benefits broker in the entire state of California. Reach out to us today!

Where We Work

AEIS works with companies all around the wonderful state of California, below are some of the cities our clients are located in:



  • San Diego
  • Chula Vista
  • San Clemente
  • Temecula
  • San Bernardino
  • Riverside
  • Huntington Beach
  • Long Beach
  • Irvine
  • Thousand Oaks
  • Bay Area
  • Fort Bragg
  • Modesto
  • Fresno
  • Chico
  • Bakersfield
  • Monterey
  • Anaheim
  • Santa Ana
  • Torrance
  • Los Angeles
  • Santa Clarita

When Should a Company Shop for a New Broker?

When managing your employee benefits becomes overwhelming or if your current broker isn’t meeting your expectations, it’s a clear sign that it might be time to consider new options.


If your current benefits advisor isn’t meeting your company’s needs, it’s time to explore new options. A new broker can offer fresh insights, innovative solutions, and access to the latest tools and technology, helping you design a benefits package that better aligns with your goals. This switch can lead to higher employee satisfaction, loyalty, and overall success for your company, while also providing opportunities to discover creative benefit solutions and stay ahead with new trends and technologies.


If you’re in Monterey and considering making a change, AEIS is ready to help you explore your options and find the best benefits solutions for your company. Feel free to reach out to us for a detailed discussion about your needs and how we can assist in reaching your goals.

Speak to us about our expert employee benefits consulting:

Speak to us about our expert employee benefits consulting:

Benefits of Hiring an Employee Benefits Broker

Managing employee benefits in Monterey can be complex, but AEIS is here to simplify the process. As your benefits broker, we offer expert advice and customized solutions designed to maximize your benefits investment. We work with various providers to secure the most competitive plans and negotiate favorable terms, ensuring that your benefits package is both cost-effective and attractive to your employees.



Our role as your broker extends beyond just securing plans; we are your partner in navigating the complexities of benefits management. We help you stay compliant with regulations, control costs, and enhance employee satisfaction. Whether you need help with health insurance, retirement plans, or other employee benefits, AEIS provides the guidance and support necessary to ensure your benefits strategy is successful.

Get in Touch!

An Employee Benefits Broker in San Francisco that Companies Depend Upon

AEIS can help your small to medium San Francisco business rise above even larger companies when recruiting and maintaining talent.


Advanced Estate & Insurance Services serves companies in diverse business sectors, partnering as an advocate, strategist, and advisor. We assist organizations in selecting, optimizing, and maintaining employee benefits programs.


AEIS is an Employee Benefits Broker in San Francisco that provides custom employee benefits services to meet the needs of employers and desires of employees. It is all the insurance services you need in one location.


From employee benefits consulting, alternative funding, health insurance compliance risk consulting, plan administration, employee communication and education, and high net-worth life insurance, AEIS can assist with it all.

Get in Touch!

Tips for Choosing the Top Benefits Broker for Your Business

Choosing the best employee benefits advisor is a vital decision for your company. When you're evaluating potential brokers for your employee benefits, consider these key factors:

  • Industry Experience and Expertise: Look for a broker with a proven track record and deep industry knowledge.
  • Customized Solutions: Ensure they can customize benefits packages to meet your specific business needs.
  • Access to Insurance Options: The broker should have access to a wide range of insurance providers to offer varied choices.
  • Customer Service and Responsiveness: Assess their responsiveness and commitment to client service.
  • Affordable Solutions: Check if they can provide budget-friendly solutions without compromising quality.
  • Technological Integration: Consider how they use technology to streamline processes and improve efficiency.
  • Compliance Knowledge and Support: Verify their understanding of regulatory requirements and ability to help you stay compliant.
  • Transparency: Ensure there’s clarity in their commissions and the services they offer.

Making an informed choice based on these factors will help you partner with a broker who aligns with your business objectives and supports your success.

Get in Touch

The AEIS Approach

At AEIS, we are more than just benefits advisors; we are your strategic partners. Our approach is centered on understanding your business goals and providing solutions that help you achieve them. With our deep knowledge of the Monterey market, we are uniquely positioned to help you navigate the challenges of employee benefits management.


Our commitment to your success goes beyond simply managing your benefits; we work closely with you to ensure that your benefits strategy aligns with your company’s objectives and supports its growth. Whether you’re looking to optimize your current benefits package or explore new options, AEIS is here to provide the expertise and support you need to succeed in Monterey. Contact us today to learn more about how we can help your business thrive.

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