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A clear vision for the future of your employee benefits,
serving the Bay Area since 1999
Why PBI? Our people care about you, every step of the way with comprehensive analysis, problem-solving and the tools you need
Expertise for Exceptional Results
Over 25 years experience creating solutions for small to medium-sized companies (2-300 employees)
Streamlined ACA Compliance
Clear guidance and accurate tools to meet your requirements and make decisions
Online Enrollment & Benefits HRIS
Cutting edge software for ease and organization with all plan types, paperless enrollment, and payroll
We’re behind you with clear benefits solutions
Professionally managed from presentation to administration
PBI is a genuine full-service brokerage. We design custom group benefits solutions: starting with a complete analysis of your insurance needs and following through to employee presentation and ongoing benefits administration. We have more than 25 years of experience with all scales of business and industries, across the greater San Francisco Bay area and beyond.
A new, complete vision for your employee benefits
Group Health Insurance
Comprehensive Benefits Design
Ongoing Employee Support
Online benefits records
Claims resolution assistance
ERISA Compliance
Form 5500 preparation
Online Enrollment & HRIS
Fully supported software solutions: ease, efficiency, & accuracy to modern benefits administration
All
Plan Types Supported
Onboarding
and
Offboarding
Paperless
Online Enrollment
Document Library and Benefit Statements
You need a solid benefits compliance foundation.
We offer ACA tools & analysis, and personalized HR support with employee training
Integrated ACA compliance support: tracking, reports, notices, pay or pay, and look backs
ERISA compliance documents: required notices, SPDs, wrap-docs, Form 5500s — we do it all for you
Complex situations? We provide a phone and email helpline staffed by certified HR professionals to individually answer questions, review concerns, and provide expert guidance. As well as unlimited online training courses for employees, including mandated California sexual harassment compliance.
Included for PBI clients as part of your full employee benefits program
