- Agency Technology
- Benefit Administration Solutions
- Executive Benefits
- Group Health Insurance
- Human Resources Solutions
- Individual Health Insurance
- 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!
About The Service
Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.