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The Unisource Approach

Unisource Insurance Services is a full-service brokerage that combines analytical expertise with exceptional service to simplify benefits decisions for small and large companies.


Choosing the right benefits plan can be a complicated undertaking.

We offer long-term, cost-effective solutions for all your benefits concerns.

Working with Unisource

We start by getting to know you and your workforce. Then we help you identify your objectives. From that we are able to evaluate various funding scenarios and find the right employee benefits programs for your organization. We will gather competitive quotes for you and prepare a comprehensive proposal in order to give you a choice of the best available plans. We’ll deliver a range of benefits options for you to consider so you can feel confident that you’re making the best decisions for your company as well as for your employees.

During your annual Open Enrollment, we’ll take care of developing all your employee communications regarding the benefits offering. On an on-going basis we will continue to service your account and address issues as they come up; we’ll make sure the plans you’ve chosen are performing the way they should. If there has been a plan change, we will follow up with you to make sure the transition is a smooth one for you and your employees. We’ll also help your employees resolve any claims and administrative issues that might arise at any time.

You want to attract and retain the best employees, and the right benefits plans can help you do just that. Unisource can design life and disability policies for executives or key employees which can be included in your compensation plan. At Unisource, we track benefits trends in your industry so you can be sure you’re offering plans that are comparable to your competitors’.

When you partner with Unisource, you’re not left alone to navigate frequent policy changes or to interpret complicated legislative actions. Regulations change frequently. There are always new options available and you want value while watching costs.

Unisource has worked with a very diverse group of clients, including those representing active employees, retirees and bargaining units throughout California and the Western States. We make sure our clients are getting the right benefits package to fit their needs—even as those needs change over time. We offer a full range of services to our clients, and that makes us the one source for all their insurance needs. Whether you just need a plan review or are working towards a strategic change, Unisource can help you meet your goals.


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