Who We Are
Beere&Purves has been involved in the insurance industry since 1929, growing into a General Agency in 1994. Since our inception, our distinguished service and reliability has catapulted us into one of the largest General Agencies in California.
We are committed to helping brokers and agents of all sizes grow their business by offering quality products, services, tools, and customer support. Our dedication to providing traditional insurance sales support for brokers and agents of all sizes is the foundation of our success.
- Experienced, knowledgeable, and responsive staff
- Practical, quality tools for selling and managing group benefits
- Sales strategy assistance and best fit guidance
- Unlimited new enrollment and renewal meetings, including interpreter services
- Online enrollment and ongoing maintenance assistance
- Fast and accurate underwriting
- Online group administrative tool training
- Added value for your groups through our BrokerPicks program
- Ongoing education on carrier and industry changes
Our Services
Quoting
- Customized Online Proposals
- Renewal Quoting
- Rate Increase Reminder Notices for Requotes
- Final Rate Generation
Underwriting
- "Best Fit" Guidance
- New Case Pick‐Up
- New Case Processing
- Benefit Modifications
- Recertification Guidance
Sales Support
- Dedicated Group Specialists
- Assistance with Employer Presentations
- Sales Materials
- Assistance with Renewal Strategy
- Broker Commission Assistance
- Broker of Record Transactions
- Book of Business Reports
Enrollment Support
- New Enrollment Meetings
- Bilingual Enrollment Meetings
- Open Enrollment Meetings
- True, Online Enrollment
- Employee Enrollment Kits (+eKits)
- Contribution Worksheets
- Employer Administration Packets (+eKits)
- New Hire & Termination Processing
- New Hire Worksheets
- Employee Level Plan Changes
- Member Eligibility Verification
- Claim Resolution
- Network Disruption / Comparisons
- Membership / Billing Resolution
Training and Education
- Robust Website
- Ongoing Broker & Marketing Education
- Notice of Carrier Updates
- Enacted Legislative Updates
- Sponsorship of Industry Associations
- Group Administrator Meetings
- Online Group Administration Tool Training
- In-person or Virtual Training
No Charge Employer Tools*
- COBRA – 1st Year Administration Fees
- Ease – Subsidy with Subscription
- FSA – Initial Set Up Fee
- Other Online HRIS – Subsidy Option
- POP – No Charge 1st Year
*Groups meeting specific guidelines may be eligible to receive HR Services at no charge or a reduced rate for one year.
Our Partners
Our Products
|
Group Size1 |
Medical |
Dental |
Vision |
Life |
LTD |
STD |
Aetna |
1-100 |
● |
● |
● |
|
|
|
Anthem Blue Cross |
1-500 |
● |
● |
● |
● |
● |
● |
CaliforniaChoice |
1-100 |
● |
○ |
○ |
○ |
|
|
ChoiceBuilder |
2-500 |
|
● |
● |
● |
|
|
Cigna + Oscar |
1-100 |
● |
|
|
|
|
|
Covered CA for Small Business |
1-100 |
● |
○ |
|
|
|
|
Delta Dental |
2-99 |
|
● |
○* |
○* |
○* |
|
Guardian |
2-99 |
|
● |
● |
● |
● |
● |
Health Net |
1-500 |
● |
● |
● |
● |
|
|
Humana |
2-299 |
|
● |
● |
● |
|
|
Kaiser Permanente |
1-300 |
● |
○ |
|
|
|
|
MetLife |
2-500 |
|
● |
● |
● |
● |
● |
Principal |
3-1500 |
|
● |
● |
● |
● |
● |
UnitedHealthcare |
1-100 |
● |
● |
● |
● |
● |
|
VSP |
5-499 |
|
|
● |
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● Available as standalone coverage ○ Must be sold with another product; see underwriting guidelines for details * VSP Vision, Equitable Life/AD&D and Equitable LTD available through the Allied Benefit Suite with Delta Dental coverage 1 Group sizes may vary by line of coverage
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