Essential Exchange Insurance Services

Practice Areas

•  Agency Technology
•  Benefit Administration Solutions
•  Executive Benefits
•  Group Health Insurance
•  Human Resources Solutions
•  Individual Health Insurance
•  Payroll
•  Voluntary Benefits
•  PEO Solutions
•  Medicare Supplements

Essential Exchange Insurance Services Overview

Essential Exchange Insurance Services is a California-based retail employee benefits brokerage firm serving small and medium-sized clients in the greater San Francisco Bay Area.  We've built a reputation for integrity, professionalism and unwavering client advocacy.  Our business model ensures a high level of customer service and value-add by providing a comprehensive approach to service focused on educating employees about their benefits through the use of an all-in-one HR platform that also helps employers solve the paper-intensive, transactional challenges of key Human Resource functions, thus ensuring that both employers and employees get the absolute most for every dollar invested in their employee benefit program.

As a veteran of the employee benefits industry over 25 years, I've developed a unique skill set, having dealt with issues from many sides - as an insurance company representative, provider relations specialist and highly respected broker/consultant who worked for large national brokerage firms, I am an extremely knowledgeable  resource to clients because I understand the complex issues faced by employers today:  pressure to keep costs manageable, lack of internal resources and the difficulty of conveying understanding and value to employees.  Now as an Independent Broker, I pride myself on being your personal Account Manager - accessible, responsive, proactive, and strategic, you can consider me an extension of your HR department!