Walnut Creek, CA Employee Benefits Broker

San Francisco Employee Benefits Broker

Helping Walnut Creek Businesses Build Stronger Benefit Programs

At AEIS, we help Walnut Creek businesses of all sizes create and manage employee benefits programs that are both cost-effective and competitive. Whether you are a growing startup or a well-established company, we provide expert guidance to ensure your benefits strategy supports your business goals. Our services include medical, dental, and vision insurance, as well as high-net-worth life insurance, compliance consulting, and HR technology partnerships. Every recommendation we make is tailored to your specific workforce and long-term objectives.

Helping You Thrive in San Francisco

Travelers from throughout the world visit the San Francisco area each year to take in our natural beauty, unique features, and historic landmarks. It is a terrific city to not only visit, but to work in and call home.


Many businesses have done just that. In fact, as of 2020, San Francisco was home to 38 Fortune 500 companies. But the city is not only home to successful large corporations; but it is estimated that at any given time, there are some 4,000 startups in the San Francisco area.


One of the reasons, of course, is that San Francisco has a reputation for having an educated and skilled workforce. This is critical in a metropolitan area that is home to companies in the bio-tech, technology, electronics, and aerospace industries.

There is no question this is a competitive market for talent, and if you are a small to medium company in San Francisco, recruiting and keeping top employees can be even more challenging.


There is a San Francisco area company that can help, however. They are not recruiters, employment agencies, or headhunters. They can help put your company in the best light. Welcome to AEIS, Advanced Estate & Insurance Services. We are more than a health insurance company. We are an employee benefits company, offering a wide range of custom services to make your company more appealing. At AEIS, insurance is just the beginning.

WHAT WE DO

All the services you need, in one place

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

AEIS Serves Walnut Creek!

AEIS works with companies all around the wonderful state of California!

Address

306 6th Avenue, Suite B

San Mateo, CA 94401

Business Hours

Mon - Fri
-
Sat - Sun
Closed

Phone

650.348.6234

Schedule an Appointment

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:



  • San Diego
  • Chula Vista
  • San Clemente
  • Temecula
  • San Bernardino
  • Riverside
  • Huntington Beach
  • Long Beach
  • Irvine
  • Thousand Oaks
  • Bay Area
  • Fort Bragg
  • Modesto
  • Fresno
  • Chico
  • Bakersfield
  • Monterey
  • Anaheim
  • Santa Ana
  • Torrance
  • Los Angeles
  • Santa Clarita

Why Businesses in Walnut Creek Are Rethinking Their Employee Benefits Broker

Employers in Walnut Creek are facing a rapidly changing benefits environment. Rising healthcare costs, evolving employee expectations, and ongoing compliance requirements have made it more difficult to manage benefits without the right partner. Many businesses are realizing that their current broker may no longer be meeting their needs. They are looking for more than basic support during renewal season. They want a strategic advisor who brings proactive solutions, transparent communication, and a deep understanding of California-specific regulations.

Speak to us about our expert employee benefits consulting:

Speak to us about our expert employee benefits consulting:

What Makes a Local Broker the Right Fit?

Working with a local broker gives your business more than convenience. It offers direct access to a team that understands the dynamics of the Walnut Creek market, including regional provider networks and the competitive labor landscape in the Bay Area. At AEIS, we are available for in-person meetings, employee presentations, and ongoing consultations. We represent a broad range of California-approved insurance providers, giving you the flexibility to choose plans that align with both your budget and your employees’ needs. Our local presence means faster response times and a deeper commitment to your success.

Get in Touch!

An Employee Benefits Broker in San Francisco that Companies Depend Upon

AEIS can help your small to medium San Francisco business rise above even larger companies when recruiting and maintaining talent.


Advanced Estate & Insurance Services serves companies in diverse business sectors, partnering as an advocate, strategist, and advisor. We assist organizations in selecting, optimizing, and maintaining employee benefits programs.


AEIS is an Employee Benefits Broker in San Francisco that provides custom employee benefits services to meet the needs of employers and desires of employees. It is all the insurance services you need in one location.


From employee benefits consulting, alternative funding, health insurance compliance risk consulting, plan administration, employee communication and education, and high net-worth life insurance, AEIS can assist with it all.

Get in Touch!

When to Start Looking for a New Benefits Partner

If your current broker only contacts you during renewal periods or struggles to provide timely support, it may be time to consider other options. Additional warning signs include difficulty navigating compliance, limited employee education resources, and poor integration with your HR systems. A strong benefits strategy requires ongoing attention and expert oversight. You do not need to wait for your next renewal date to begin the process. AEIS can evaluate your current setup, identify potential gaps, and recommend improvements that better serve your business and your employees.

Get in Touch

The AEIS Approach: Partnership, Not Just Brokerage

At AEIS, we build long-term relationships by focusing on your company's goals, challenges, and culture. Our approach is collaborative, consultative, and tailored to your needs. We assist with plan design, compliance risk management, employee engagement, and technology integration. Instead of simply quoting plans, we help you make informed, strategic decisions that improve employee satisfaction and control long-term costs.

Recent Posts

The golden gate bridge is covered in fog on a foggy day.
By AEIS May 27, 2025
Regardless of where your headquarters are located, the shift to remote and hybrid work has expanded many companies’ reach, often unintentionally.
A woman is riding a man in a wheelchair in a park.
By AEIS May 16, 2025
When selecting insurance plans for your team, it's important to ask: are you meeting the needs of your actual employees, or are you offering a generic plan hoping it fits everyone?
By By Zoe Gaebler, Account Manager at AEIS May 7, 2025
Throughout our lives, many things happen to us that are out of our control. This is why we have insurance; to protect us from the risks of life, both planned and unpredictable. Although we may not be able to predict the future, we can keep ourselves informed so we can feel prepared and confident to tackle what may come.
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