Benefits & HR - Perfected

  • Newest Technology
  • Experienced Insurance Experts
  • One Easy Solution

All your services working together

We work as your advocate to manage all these systems for you and deliver them in one unified solution. On top of that we provide more hands help with employee engagement, communication, and enrollment as well as more sophisticated insurance solutions.

HR Support

HR advice and consulting. Employee handbooks and 24/7 HR support center.

Business Insurance

Worker’s Comp, general and professional liability. Product and cyber liability.


We partner with Paylocity, TRAX Payroll, ADP and Basic Payroll to offer benefit connections and pay-as-you-go work comp options.


POP Section 125 Plans and Wrap SPDs – Pre-tax deductions and ERISA compliance. ACA Compliance – 1094 & 1095.

Why businesses choose us

Newest technology

Cutting edge benefit management technology with seamless integrations to payroll, work comp, and HR support.

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Personal service

Dedicated broker and account manager. Direct access and no hotlines.

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Industry expertise

Full-service agency with broad knowledge and in-depth product specialists.

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We can also take care of personal insurance needs

We will give you the education, resources, and professional service you deserve to make an educated decision on your insurance. Working with us will save you time and money. We use the latest technology to make the purchasing experience and underwriting process as easy as possible. We can guarantee you the best coverage at the best rate – every time.

Health Insurance

Individual & family plans, ACA & Covered CA, Subsides & HSAs.

Medicare Supplements / Advantage

Medicare is available for everyone age 65 and over. You can use a supplement or advantage plan to make sure there are no holes or gaps in your coverage.

Disability Insurance

Disability Income Insurance (DI) replaces your paycheck if you become too sick or hurt to work.

Home / Auto Insurance

If you have a home or car you need to have it insured. This insures your property and liability exposure to protect you and your family.

Get the best of both worlds:
Cutting Edge Technology + Experienced Insurance Experts

Client Feedback

Recent Blog Posts

  • 4 Reasons to use a Preferred Broker with the ACEC Life/Health Trust

    We might be a tad bit biased because we are a preferred broker with the ACEC Life/Health Trust. But based on our experience, here’s why: 1. Basic awareness of different ACEC programs I know this might sound simple but there are four different programs available through the ACEC Life/Health Trust. Each program has hundreds of

    May 14, 2020
  • ACEC Life/Health Trust: A Good Option for Engineering Firms?

    To start, let me give you a little background info on the Trust and know how it works for engineering companies looking for ACEC group health insurance. Then we will review some potential scenarios when joining the trust. It’s important to know that the ACEC Life/Health Trust is a not in the business of making

    March 27, 2020
  • What Are the Benefits of a Captive Health Insurance Program?

    As more companies look for innovative ways to gain control over the expense and quality of their employee health insurance plans, many are coming across captive health insurance as they weigh their options. We see captive health insurance plans as being ideal for firms with greater than 50 employees who may have considered self-funding their

    January 9, 2020
  • What is the ACEC Life/Health Trust?

    ACEC Life & Health Trust – A way to save big on your health insurance dollars What do Fortune 500 Companies have in common? They’re big. And what do big companies have access to? Affordable and quality health coverage. It’s as simple as that. The American Council of Engineering Companies (ACEC) is the oldest &

    December 12, 2019