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
Comprehensive Benefits Design
Ongoing Employee Support
Online benefits records
Claims resolution assistance
Form 5500 preparation
Online Enrollment & HRIS
Fully supported software solutions: ease, efficiency, & accuracy to modern benefits administration
Plan Types Supported
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 support
It’s a new era. We cover the big picture of benefits design and administration.