About Us

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. 

teamicon_400x250

  • Experienced, knowledgeable, and responsive staff
  • Practical, quality tools for selling and managing group benefits
  • Sales strategy assistance and best fit guidance
toolsicon_400x250

  • Unlimited new enrollment and renewal meetings, including interpreter services
  • Online enrollment and ongoing maintenance assistance
  • Fast and accurate underwriting
educationicon_400x250

  • Online group administrative tool training
  • Added value for your groups through our BrokerPicks program
  • Ongoing education on carrier and industry changes

Our Services

onlineicon2_400x150

Quoting

  • Customized Online Proposals
  • Renewal Quoting
  • Rate Increase Reminder Notices for Requotes
  • Final Rate Generation
checkboxesicon1_400x150

Underwriting

  • "Best Fit" Guidance
  • New Case Pick‐Up
  • New Case Processing
  • Benefit Modifications
  • Recertification Guidance
handshakeicon1_400x150

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
documentsicon1_400x150

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
educationicon1_400x150

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
toolsicon1_400x150

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 1-300
CaliforniaChoice 1-100    
Cigna + Oscar 1-100          
ChoiceBuilder 2-500      
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 2-100  
Principal 2-1500  
UnitedHealthcare 1-100  
VSP 5-499          
 

● 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

 

Connect with B&P

Follow us on socials for regular updates from your team at Beere&Purves!

©2021 BEERE&PURVES
Privacy Policy