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Experienced, professional design and administration of group benefits

We’re behind you with benefits solutions – professionally managed from presentation to administration

PBI is a truly 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. 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 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

ERISA Compliance
Supporting your complete compliance with SPDs, required notices, and
Form 5500 preparation

Online Enrollment & HRIS

Fully supported software solutions that bring ease, efficiency, & accuracy to modern benefits administration

Plan Types Supported


Online Enrollment

Document Library and Benefit Statements

ACA Compliance Tools & Analysis


& Notices

Look Back

Pay or Play

Included FREE for PBI clients as part of your full benefits support
Personalized HR Support & Online Employee Training
A phone and email helpline staffed by HR professionals to individually answer questions, review situations, and provide expert guidance. As well as unlimited online training courses for employees, including mandated California sexual harassment compliance.

Need help? We’re here for you however you want to reach us