insurance is just the beginning

About Us

Health Insurance is Complex. We Make it Simple For You.

✓ Is your company compliant with state employment and benefits laws?

✓ Are your employees properly covered and appropriately cared for?

✓ Are you and your employees accessing the best your benefits have to offer?

With over 35 years of expertise, Advanced Estate & Insurance Services, Inc. (AEIS) is ready to help you find real solutions to these questions and beyond for an easier, more complete benefits plan. 

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WHAT WE DO

All the services you need, in one place

We have the insurance and admin know-how to help your business prosper

Supporting Your Growth at Every Stage, in Every Industry

Strategize

Anyone can choose a benefits plan. To create something that inspires lasting employee relationships, it takes unrivaled experience and knowledge. AEIS delivers on both. 

Advocate

As your employee benefits brokerage firm, we are your strongest ally and advocate with health insurance carriers, executing only the very best solutions for you and your team.

Advise

Better benefits are more than a “fix it and forget it” solution. We work with you to continue finding the most beneficial results as laws and needs change, year after year.

OUR METHOD

A Mind for Business, A Focus on People

Employers... It’s Time For A Better Benefits Experience


Modern workforces find themselves tasked with getting more done than ever in less time. Our many tools and layers of service are designed to reduce the administrative burden of benefits on your team’s precious time.

Benefits play a more important role than ever in fielding talented employees. The ultimate goal of everything we do is focused on maximizing our clients’ opportunities to build their desired team.

Proper understanding of your responsibilities and options is critical to optimal results. Accordingly, we devote more time and energy than any other benefits broker to ensuring you have the tools you need to succeed.

Employees Are Our Partners, Too

AEIS partners with Employers AND employees

Thoughtful Solutions

Health is more important than ever. Through our high-value programs and service, your employees can fully engage with their benefits when it matters most.

Clarifying Communication

Empower your employees to make the most of their benefits with more complete communication and a better understanding of what’s available. 

Benefits That Just Make Sense

From strategic guidance to focused solutions, your employees reap the rewards of an employee benefits brokerage dedicated to their needs.

Don't see your city? Not to worry...


... We're a licensed benefits broker in the entire state of California. Reach out to us today!


Where We Work

AEIS works with companies all around the wonderful state of California, below are some of the cities our clients are located in:

Reimagine Your Employee Benefits Experience With AEIS

Reimagine Your Employee Benefits Experience With AEIS

OUR TEAM

Our Award Winning Team

Meet the people who make the magic happen. 

Meet Our Team

2023 UBA Employee Benefits Benchmarking Trends Report

Benchmarking serves as a valuable tool for crafting a competitive employee benefits plan, essential for retaining top employees. This annual report sheds light on 2023 nationwide trends in employer-sponsored health plans, categorized by region, state, industry, and company size.

Download The Report
OUR EXPERTISE

Latest Articles

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13 Feb, 2024
A buy-sell agreement is one that creates a clear path for the transition of ownership of a business. This typically occurs if a business partner passes away, or if they simply choose to leave the company for whatever reason.
two women are looking at a tablet together in a hallway exploring employee health benefits
02 Feb, 2024
Explore the transformative impact of technology on employee benefits in our insightful blog, uncovering innovation and modern solutions for workplaces.
a man in a wheelchair looking through disability insurance paperwork
04 Jan, 2024
Expert disability insurance guidance: Understand coverage types, navigate complexities, and secure tailored policies. AEIS simplifies the process for you.
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306 6th Avenue, Suite B,

San Mateo, CA 94401

P: 650.348.6234

E: team@aeisadvisors.com

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