Experienced, professional design and administration of employee group benefits
We’re behind you with 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 can create an employee program with as many, or as few, options as you wish. We focus on creating the best result for both the employee and for the entire company.
Most of our clients’ companies are between 2-300 employees. 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
Medical, Dental, Vision, Life, Disability, Long Term Care, Voluntary Benefits, Employee Assistance Plans
Comprehensive Benefits Design
Section 125 and Consumer-driven health options: HRA, H.S.A., FSA, COBRA, EDI carrier feeds
Ongoing Employee Support
Custom new hire & open enrollment kits
Online benefits records
Claims resolution assistance
Online benefits records
Claims resolution assistance
ERISA Compliance
Supporting your complete compliance with SPDs, required notices, and
Form 5500 preparation
Form 5500 preparation
