“Our vision is to be known as a great company. We earn greatness through our disciplined commitment to excellence, integrity, and entrepreneurial spirit, coupled with a zealous and passionate commitment to our values.”

President and CEO

A Delighted Client

“As our working relationship evolved, I discovered the breadth and depth of your expertise. I have found I can utilize your skills in several ways: to help educate our executive staff, to train our supervisory staff, and to support organization goals by providing us with management reports. This enables me to devote my time to other matters.”

Terry Cheney
Human Resources Director
Pace Supply Corporation


Please consider this an invitation to contact:
James D. Carter, CPCU
Area President
e-mail: .

home > practices > wholesalers : previous page : next page

The pride of an endorsement

It’s unusual how expertise starts to develop. It seems to begin with becoming increasingly interested and engaged around a topic or discipline. You find yourself spending more and more time fine-tuning and learning about this new interest. And, one day it dawns on you — you are in possession of a unique talent and competency which seems to be appreciated by others. This happened to us in 1993, when the Western Suppliers Association (WSA) asked us to serve as the exclusive broker for their association, as well as for their individual members. This was proof to us that we were truly bringing unique resources and results to business owners in the wholesale industry.

Wholesalers' Broker of Choice

As we fast forward 17 years, we are proud to have not only retained this endorsement, but to have been privileged with an additional endorsement. This occurred when the Western Suppliers Association asked our Employee Benefits Division to serve as the exclusive broker for their member community.

It's been two decades since we originally earned the trust of the WSA. We continue to enhance and perfect the deliverables all business owners value who are charged with the responsibility of securing smartly designed, competitively priced insurance programs.


Our business plan is built around an expertise in very specific niches. When you combine this know-how with the fact we have more professional designations per employee than any other insurance broker in California, our intellectual capital becomes something to reckon with.

Our genuine appreciation for people and our limitless passion to be the best in our business is a rather powerful motivator in the relationships we enjoy with our clients. It’s a commitment to be a “trusted adviser” rather than simply another vendor selling insurance products.

Partial Sampling of Client-Valued Services

  • A trademarked approach, the Risk Reduction Approach™
  • A trademarked approach, the Total Benefits Approach™
  • A trademarked approach, WC That Works ™
  • Truly unique intellectual capital for wholesalers
  • Tactical marketing to insurance companies that specialize in the wholesale industry
  • Risk Management program design and analysis
  • In-house claims division to “police” insurance companies adjusters
  • Aggressive claim management leading to fair and equitable settlements
  • Proven processes to drive experience modification factors down to their lowest low
  • Strategic management of the “open claims” review process
  • Fraudulent claim identification and tracking procedures
  • Safety program development and execution
  • Consultative reviews of contracts and leases
  • Facility surveys for hazard identification
  • Development and implementation of innovative loss control programs
  • Development and implementation of return-to-work programs
  • Class code re-assignment analysis
  • Educational seminars
  • Cal-OSHA compliance audits
  • Industry benchmarking
  • Fleet safety programs
  • Ergonomic programs
  • Legislative advocacy
  • Calendar of commitments
  • International expertise

Marketing Strategies

We are very deliberate in the processes we employ to negotiate the most competitive pricing an insurance company is postured to offer for each and every one of the policies we bring to you. Accomplishing this challenging outcome is part art, part science, part initiative, and all part of our trademarked approach, The Risk Reduction Approach™. Our “top of the stack” submissions, the processes we have perfected over the past five decades, our relentless commitment to excellence… all come together to bring you unmatchable outcomes.