For the past 30 years I have recommended and engaged Margee Harris as our broker of record for two different companies. In addition to expertise in the selection and implementation of employee benefit plans, we feel Margee’s greatest asset is the personal touch she provides while servicing not only the company’s interests, but those of our employees. Many a time she has provided her personal phone number and made herself available to work directly with employees in resolving benefit related issues. The personal touch provided by Margee and the BAIS team has proven to be invaluable as we navigate our way through the COVID crisis. Thank you Margee!

Tom Masline – Principal, C2 Collaborative

I hadn’t given much consideration to supplemental benefits until a recent snakebite accident that left me hospitalized for two days. Following the trauma of the incident I was mostly concerned about my large medical bills. My team at BAIS reminded me I had accident coverage and gathered all of the paperwork from the hospital stay and follow-up care and helped file the claim on my behalf. I was incredibly happy and surprised to find out the Accident plan benefits covered my entire out-of-pocket responsibility. Not only did I receive the valuable financial support from the Accident plan, but I also had a caring and dedicated team committed to helping me through the claims process.

A.P. – BAIS Client

Rita understands customer service and goes above and beyond! Evelyn is always sharing how helpful Rita is. When I got to work with Rita for the first time, she knocked it outta the park! All I can say is I wish all my account managers had Rita’s Customer Service Touch!

Yvette Velardez, Director, Human Resources, Sunrise Produce Company

I am a busy entrepreneur, and I was dreading the process of looking for health insurance for my small business, but Jared made it easy. He really listened to find out what we wanted, and he had the knowledge to guide me toward options that would meet our needs and budget. He answered all of my questions (lots of them) and worked with me until I had a plan that I could be proud of for my company, and he was so encouraging along the way. I highly recommend Jared as a resource for anyone who really cares about their employees and wants the best solutions for their business!

Laura Slagle, LMFT, CEO/Clinical Director, Olive Leaf Family Therapy, Inc. Fresno, CA

Jared makes offering and managing benefits at our company absolutely seamless. He is proactive in getting information out to the team, responds immediately to requests, and is always extremely thorough. Could not ask for a better partner.

Derek Rubenstein, Director of Taktical Digital

I can’t speak highly enough about Steve Salinas and the entire team at BAIS.  They have been our partner for more than two decades and the level of service they continue to provide is exceptional.  Through multiple mergers and countless swings in the market, BAIS has remained an invaluable resource for our organization and continues to prove they have our best interest in mind.

Christopher Gonzales, Human Resources Director, SBM Offshore Group

For success in any business you must have a great team. I am proud to have BAIS our team at SoHo Yoga. They are always available to help with complex issues that come up in the insurance and liability markets. My company and my employees have always had a great friend in BAIS.

Pete Niva, Director of Operations, South Bay Hot Yoga

We wholeheartedly recommend Benefits Alliance Insurance Services to any employer who is looking for a full-service employee benefits firm. We have worked with Paul Vincent, Steve Salinas and their staff since the late 1990’s. Their clients (and many of ours) are grateful for their competence, expertise, ethics, honesty and ability to find solutions to difficult business problems as well as insurance issues.  Our clients consider them one of their most valuable business partners.

Karen L. Martin, SPHR, SHRM-SCP


The support and added value services they provide to our company, and our employees over the years, has been above our expectations and far beyond the industry norms.

Jackie Deimel, Sr. Director of Human Resources
Yamaha Guitar Group, Inc.