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Benefits broker of record · SAN JOSE, CA

ACRISURE WEST INS SERVICES

ACRISURE WEST INS SERVICES of SAN JOSE, CA is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
12
Book size
$10k–100k
States
CA

Book profile

ACRISURE WEST INS SERVICES brokers 12 insured contracts for 4 employers covering 2,083 people, all in CA.

Life is the largest line (3 contracts), followed by disability (3), health (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (9, about 75%); CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 75% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

life 3 · disability 3 · health 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
SUMMIT STATE BANKSANTA ROSA, CACIGNA HEALTH AND LIFE INSURANCE COMPANYDecember
TURNING POINT COMMUNITY PROGRAMSRANCHO CORDOVA, CAUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
TURNING POINT COMMUNITY PROGRAMSRANCHO CORDOVA, CAUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
TURNING POINT COMMUNITY PROGRAMSRANCHO CORDOVA, CAUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
SUMMIT STATE BANKSANTA ROSA, CAUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
Subscriber access
5

more plans in ACRISURE WEST INS SERVICES's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A