We design employee benefit plans for small businesses.

Trusted Advisors to Individuals and Medicare Beneficiaries.

Our goal is to relieve your anxiety.

Employee Benefits

Individual & Family Plans

Medicare Plans

Life and Disability


Got Qualifying Life Event (QLE)?

You can get coverage if you have a Qualifying Life Event (QLE) A change in your situation – like getting married, having a baby, or losing health coverage – that can make you eligible for a Special Enrollment Period, allowing you to enroll in health insurance outside the yearly Open Enrollment Period.

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Kevin Roberts in the News

Benefit Adviser Magazine / Source Media April 01 2012

6 Biggest takeaways from NAHU’s annual conference
Employee Benefit Adviser MagazineJune 29, 2016

California brokers face certification delays
October 9, 2013

30 Benefit Pros to Follow on Twitter
Employee Benefit Adviser Magazine / Source Media
November 2015

NAHU 2012: Kevin Roberts, Tweeter
June 27, 2012

NAHU broker: ‘How many smart people aren’t here’

Workplace Benefits Podcast
June 25, 2013

Kevin Roberts

Employee Benefits Specialist in Group Insurance Plans for 2-100 Employee businesses. Helping business owners take advantage of available product upgrades and competitive pricing and make informed decisions on the effect of Healthcare Reform. Advising them on creating benefit plans to retain and attract employees while strengthening their financial bottom line.

Experience with Fully insured and Self Insured Group Medical Benefits, Health Saving Accounts, Long Term Disability, Life and AD&D, Dental, Vision, Special Risk, Business Travel Accident, Voluntary and Worksite Insurance.


Contact Us

1470 Civic Court, Suite 350
Concord, CA 94520

(925) 338-0475

Fax: (888) 651-4602

California Insurance License #0748889


Health Insurance
Employee Benefits
Business Health Insurance
Individual and Family Plans
Medicare Plans
Dental Insurance
Vision Insurance
Long Term Disability
Life Insurance

Service Areas

San Francisco Bay Area, CA
Concord, CA
Walnut Creek, CA
Alamo, CA
Pleasant Hill, CA
Lafayette, CA
Orinda, CA
Danville, CA
San Ramon, CA
Dublin, CA
Pleasanton, CA Richmond, CA

Benicia, CA
Antioch, CA
Pittsburg, CA
Brentwood, CA
American Canyon, CA
San Rafael, CA
Oakland, CA