Our people care about you, every step of the way with comprehensive analysis, problem-solving and the tools you need
PBI provides traditional, person-to-person service while helping San Jose area clients manage their benefits with the newest, fastest, and most easily manageable technology.
Our clients receive the finest in service and support, because we only hire the best account managers in the San Jose area.
We’re behind San Jose businesses 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.
- Group Health Insurance
- Comprehensive Benefits Design
- Ongoing Employee Support
- ERISA compliance support including documents: required notices, SPDs, wrap-docs, Form 5500s
PBI provides support San Jose area business and industry for online Enrollment & Benefits HRIS
- Integrated ACA compliance support: tracking, reports, notices, pay or pay, and look backs
- All Plan Types Supported
- Onboarding and Off boarding
- Paperless Online Enrollment
- Document Library and Benefit Statements
- Personalized HR support with employee training
We provide San Jose area businesses with top-notch benefits technology that truly delivers … accurate, time saving HR results
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.
Learn how PBI can provide your San Jose business with a custom solution for your employee benefits
It’s a new era. We cover the big picture of benefits design and administration.