Top Insurance Brokerage Services in California
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List of the Top California Insurance Brokers
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UndisclosedUndisclosed10 - 49San Diego, CA
Services provided
70% Insurance Services & Brokers30% HR ConsultingSee all 1 projectsNew City Insurance is a benefits consultancy firm specializing in health, vision, and dental insurance services. Feedback indicates a 100% positive experience, highlighting their low cost, responsive service, and effective collaboration. Notably, they are commended for presenting multiple benefits alternatives tailored to client needs.
Industry Experience
New City Insurance has demonstrated expertise primarily within the engineering industry, providing effective health benefits, vision, and dental insurance solutions. Clients commend their low-cost offerings and exceptional service, particularly highlighting their notable response time and ability to present multiple alternatives tailored to employee needs. Overall sentiment is positive, suggesting that New City Insurance is a strong candidate for engineering firms seeking reliable insurance services.
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EngineeringWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight New City Insurance's competitive pricing as a significant factor in their selection process, emphasizing low costs along with quality service. One client, a COO of an engineering firm, noted their impressive response time and the effective presentation of multiple health benefit alternatives, reinforcing the overall sentiment that the company offers good value for money without compromising on service quality.Was this helpful?
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
50% Insurance Services & Brokers30% Logistics & Supply Chain Consulting20% Ocean FreightSee all 1 projectsFlexport is a logistics and supply chain company specializing in US customs brokerage and international forwarding services. Reviewers highlight Flexport's advanced use of AI and machine learning, leading to 20%-30% cost savings for clients. Their intuitive portal offers high shipment visibility and facilitates collaborative processes, although some users note limited direct human interaction. Overall, Flexport has received predominantly positive feedback for their efficiency and innovative systems.
Industry Experience
Flexport has demonstrated expertise in the manufacturing sector, particularly in logistics and customs brokerage. Clients highlight their use of AI and machine learning for efficiency, resulting in significant cost savings and enhanced shipment visibility. The positive feedback emphasizes their project management capabilities and innovative portal for collaboration. Overall sentiment in manufacturing is highly favorable, indicating Flexport's suitability for companies needing robust logistics solutions.
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ManufacturingWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Flexport has received positive feedback regarding their overall cost and value for money. Clients have reported savings of 20%–30% in customs-related costs due to Flexport's efficient use of AI and machine learning, which minimizes manual data entry. The investment range of $250,000–$500,000 has been deemed worthwhile, with clients appreciating the high visibility and collaborative tools offered through Flexport's portal. Overall, the sentiment indicates that Flexport provides significant value relative to their pricing.Was this helpful?
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
100% Insurance Services & BrokersFullsteam - Insurance Brokerage is a small Los Angeles, California-based Insurance Services & Brokers company. The team focuses on Insurance Services & Brokers.
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$1,000+Undisclosed2 - 9Larkspur, CA
Services provided
100% Insurance Services & BrokersGetSure is an Insurance Services & Brokers company. Launched in 2020, the company offers Insurance Services & Brokers.
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Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
Services provided
25% Insurance Services & Brokers30% Accounting25% HR Consulting +1 service20% Business ConsultingEvmark Business Solutions, a small Accounting company, is headquartered in Stevenson Ranch, California. The team focuses on Accounting and Insurance Services & Brokers.
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$1,000+< $25 / hr10 - 49Los Angeles, CA
Services provided
100% Insurance Services & BrokersInsurance Services & Brokers company Simpler Horizons Insurance Solutions was launched in 2012. The company offers Insurance Services & Brokers, and is small.
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$1,000+$25 - $49 / hr1,000 - 9,999San Jose, CA
Services provided
100% Insurance Services & BrokersTaylor Benefits Insurance, a large Insurance Services & Brokers company, is located in San Jose, California. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed250 - 999Cerritos, CA
Services provided
20% Insurance Services & Brokers20% Back Office Outsourcing20% Finance & Accounting Outsourcing (FAO) +3 services20% Other IT Consulting and SI10% Call Center Services10% Customer Service OutsourcingBristol Healthcare Services is an other IT consulting and SI company. Based in Cerritos, California, their team provides other IT consulting and SI and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49San Francisco, CA
Services provided
20% Insurance Services & Brokers30% Finance & Accounting Outsourcing (FAO)20% Labor & Employment Law +3 services10% HR Consulting10% HR Outsourcing10% PEO/Employee LeasingIntrepid Financial Technology is a Finance & Accounting Outsourcing (FAO) company launched in 2020. The team focuses on Finance & Accounting Outsourcing (FAO) and Insurance Services & Brokers.
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$25,000+$50 - $99 / hr250 - 999Pasadena, CA
Services provided
20% Insurance Services & Brokers20% Direct Marketing20% Graphic Design +2 services20% Logo20% Social Media MarketingDirect Marketing company ITI Direct Mail was founded in 2010. The team focuses on Direct Marketing and Social Media Marketing.
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UndisclosedUndisclosed2 - 9Fresno, CA
Services provided
100% Insurance Services & BrokersEstablished in 2017, CRMBC is an Insurance Services & Brokers company. The company focuses on Insurance Services & Brokers, and is small.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
100% Insurance Services & BrokersFounded in 2023, 18 Insurance is an Insurance Services & Brokers company. The agency specializes in Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Fresno, CA
Services provided
80% Insurance Services & Brokers20% Litigation Support ServicesEstablished in 2022, su casa valley is a small Fresno, California-based Insurance Services & Brokers company. Their services include Insurance Services & Brokers and Litigation Support Services.
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$1,000+Undisclosed50 - 249Ventura, CA
Services provided
35% Insurance Services & Brokers35% Financial Advising & Planning30% Financial ConsultingAmerican Legacy Solutions is a Financial Advising & Planning company established in 2014. The firm offers Financial Advising & Planning and Insurance Services & Brokers, and is midsize.
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UndisclosedUndisclosed2 - 9Vacaville, CA
Services provided
20% Insurance Services & Brokers50% Financial Advising & Planning30% Financial ConsultingStars and Sand Financial is a Financial Advising & Planning company. They are based in Vacaville, California. Their team provides Financial Advising & Planning and Financial Consulting.
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$1,000+$25 - $49 / hr50 - 249Newark, CA
Services provided
20% Insurance Services & Brokers35% Event Management25% Executive Search +1 service20% Application Management & SupportLaunched in 2013, Flock Bill is an Event Management company. The midsize team offers Event Management and Executive Search.
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UndisclosedUndisclosed10 - 49San Leandro, CA
Services provided
100% Insurance Services & BrokersEstablished in 2018, Namaste Insurance Agency is an Insurance Services & Brokers company. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Santa Monica, CA
Services provided
20% Insurance Services & Brokers60% Financial Advising & Planning20% Real Estate LawEstablished in 2018, Top California Lender is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Insurance Services & Brokers.
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$1,000+$50 - $99 / hrFreelancerFairfield, CA
Services provided
60% Insurance Services & Brokers40% Financial ConsultingSheilla Vidal is an Insurance Services & Brokers company. The team specializes in Insurance Services & Brokers and Financial Consulting and is in Fairfield, California.
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UndisclosedUndisclosed2 - 9Glendale, CA
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Financing +2 services20% Finance & Accounting Outsourcing (FAO)20% Financial Advising & PlanningFinance & Accounting Outsourcing (FAO) company Payco was founded in 2021. The agency specializes in Finance & Accounting Outsourcing (FAO) and Commercial Financing.
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UndisclosedUndisclosed10 - 49Monrovia, CA
Services provided
20% Insurance Services & Brokers20% Accounting20% Business Consulting +2 services20% Financial Advising & Planning20% Financial ConsultingHerbert Financial Group, a Business Consulting company, was launched in 2021. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosedFreelancerCosta Mesa, CA
Services provided
20% Insurance Services & Brokers20% Business Consulting20% Business Continuity Management +2 services20% Financial Advising & Planning20% Financial ConsultingBased in Costa Mesa, California, Grace Wealth Management Group, Inc. Is a Business Consulting company. They focus on Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Fremont, CA
Services provided
50% Insurance Services & Brokers50% Commercial FinancingSI MTG is a Commercial Financing and Insurance Services & Brokers company. The Fremont, California-based team provides Commercial Financing and Insurance Services & Brokers.
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$50,000+$300+ / hr50 - 249Palo Alto, CA
Services provided
10% Insurance Services & Brokers10% AI Development10% Business Consulting +7 services10% Cloud Consulting & SI10% Enterprise App Modernization10% IT Managed Services10% IT Strategy Consulting10% Logistics & Supply Chain Consulting10% Other Application Development10% Other IT Consulting and SIRobiquity is an IT strategy consulting company. Based in Manchester, England and Toronto, Canada, the team provides IT strategy consulting and cloud consulting & SI.
Read moreSee All Locations (3)Palo Alto, CA
3000 El Camino Real, Building 4, Suite 200
Palo Alto, CA 943066 - 9
(904) 593 5071
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UndisclosedUndisclosed10 - 49Los Angeles, CA
Services provided
10% Insurance Services & Brokers20% Accounting20% Business Consulting +3 services20% Financial Advising & Planning20% Financial Consulting10% Funding & InvestmentCollins Financial Services, a small Business Consulting company, is based in Los Angeles, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49San Rafael, CA
Services provided
100% Insurance Services & BrokersCostello & Sons Insurance Brokers is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers and is in San Rafael, California and Menlo Park, California.
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UndisclosedUndisclosed50 - 249Glendale, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningEstablished in 1969, Vasquez & Company LLP is a midsize Commercial Financing company based in Glendale, California. Their team specializes in Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Rancho Cordova, CA
Services provided
100% Insurance Services & BrokersInszone Insurance Services is a small Insurance Services & Brokers company in Rancho Cordova, California. Their services include Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsFirst Insurance Funding offers financing solutions for insurance premiums, facilitating cost-effective payment options for insured clients. Reviews highlight their alignment with company values, reliable service, and significant contributions to client retention. However, there is room for improvement in their online support system.
See All Locations (3)Newport Beach, CA
1300 Quail St., Ste. 205
Newport Beach, CA 92660401 - 500
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UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Services provided
40% Insurance Services & Brokers40% Business Consulting20% HR ConsultingSee all 1 projectsEPIC Insurance Brokers & Consultants offers comprehensive benefits administration services, including strategic partnership, tactical task management, and benefit expertise through policy and plan reviews. The reviews highlight the company's excellent collaboration with internal teams, seamless processes, and world-class customer support, with no areas for improvement noted, making them a valuable partner for digital transformation organizations.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsBTB Financials offers banking, insurance, and technology services aimed at fostering development and modernity. Reviews highlight positive outcomes like amazing results and unique services, reinforced by effective communication via meetings, phone calls, and emails. Clients chose BTB Financials for their positive ratings, cultural fit, and geographic proximity.
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UndisclosedUndisclosed50 - 249Stevenson Ranch, CA
Services provided
100% Insurance Services & BrokersSee all 1 projectsRon Young Insurance offers comprehensive Insurance Services and Brokers solutions, focusing on ensuring compliance and adequate protection for businesses. The overall feedback highlights their alignment with client values, cost-effectiveness, and exceptional risk management services, resulting in continued value. Clients appreciate the agency's accessible communication and see no areas for improvement.
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UndisclosedUndisclosed50 - 249Kingsburg, CA
Services provided
100% Insurance Services & BrokersSee all 1 projectsVan Beurden Insurance Services, Inc. provides comprehensive insurance services, including risk management services, as an experienced insurance broker and consultant. Clients praise the agency for securing cost-effective coverage and expanding offerings to include employee benefits insurance. The feedback highlights their responsiveness and effective communication, fostering strong and positive client relationships.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsAKA Taxes specializes in annual tax preparation and filing, as well as providing guidance on tax-related queries. The overall feedback indicates that the company meets deadlines efficiently and offers prompt, knowledgeable responses to questions. Some clients suggested earlier filing, but overall, AKA Taxes was highly recommended for its expertise and reliability.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsFocalPoint offers services in banking, investments, and project expansion strategies, particularly in securing financial sponsors. The overall feedback from their reviews highlights their positive impact on economic growth, alignment with client values, and cost-effective solutions. However, there is a suggestion for improved communication strategies.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Brokerage Services +3 services20% Financial Consulting10% Business Consulting10% Financial Advising & PlanningKairos Financial Group, Inc., a Commercial Brokerage Services company, is located in Los Angeles, California. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
Services provided
50% Insurance Services & Brokers50% Financial ConsultingART Risk Financial and Insurance Solutions, an Insurance Services & Brokers and Financial Consulting company, provide Insurance Services & Brokers and Financial Consulting. They were launched in
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Financing +2 services20% Financial Consulting20% Funding & InvestmentAtlantic Global Risk LLC is a Commercial Financing company. The Toronto, Canada-based company was launched in 2017. Their team offers Commercial Financing and Accounting.
Read moreSee All Locations (7)Los Angeles, CA
1925 Century Park E Suite 1700
Los Angeles, CA 900672 - 5
+1.310.954.0895
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UndisclosedUndisclosed50 - 249Los Angeles, CA
Services provided
15% Insurance Services & Brokers20% Business Valuation Services20% Financial Advising & Planning +3 services15% Executive Search15% HR Consulting15% Litigation Support ServicesFounded in 1979, B. Riley Farber is a midsize Toronto, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Business Valuation Services.
Read moreSee All Locations (5)Los Angeles, CA
11100 Santa Monica Blvd, Suite 800
Los Angeles, CA 90025+1.310.966.1444
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UndisclosedUndisclosed2 - 9San Francisco, CA
Services provided
40% Insurance Services & Brokers60% Back Office OutsourcingBack Office Outsourcing company Integrated Payor Solutions was launched in 2015. The agency provides Back Office Outsourcing and Insurance Services & Brokers, and is small.
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A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 2 California Insurance Brokers
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UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
10.2/40.00/20 Reviews5.1/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+Undisclosed2 - 9Larkspur, CA
Ability to deliver
6.5/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
Undisclosed< $25 / hr2 - 9Stevenson Ranch, CA
Ability to deliver
6.4/40.00/20 Reviews1.5/10 Clients & Experience4.9/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
$1,000+< $25 / hr10 - 49Los Angeles, CA
Ability to deliver
6.3/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr1,000 - 9,999San Jose, CA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed250 - 999Cerritos, CA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
$25,000+$50 - $99 / hr250 - 999Pasadena, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed2 - 9Fresno, CA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed2 - 9Sacramento, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed10 - 49Fresno, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
80% Insurance Services & Brokers20% Other -
$1,000+Undisclosed50 - 249Ventura, CA
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
35% Insurance Services & Brokers65% Other -
UndisclosedUndisclosed2 - 9Vacaville, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
$1,000+$25 - $49 / hr50 - 249Newark, CA
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed10 - 49San Leandro, CA
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Insurance Services & Brokers
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