About Us
The Santa Ana office is a full-service insurance brokerage, providing innovative insurance solutions for a wide range of clients since 1927. For the past 90+ years, we’ve dedicated ourselves to understanding your insurance needs and providing a range of options so that together we can determine the best insurance solution for you. From the initial phases of determining which markets will best satisfy your needs to handling claims and auditing your policy at year end, we work alongside you, researching new opportunities and negotiating renewals to ensure your satisfaction.
The Santa Ana team joined Alera Group in December 2021 to provide our clients with the resources, technical expertise and best practices of a larger national firm, while maintaining the personal local service our partners expect.
Our Solutions:
- Employee Benefits: Whether your company is a local, small to mid-sized business or a larger company with employees and offices nationwide, we will find the best solution for your needs.
- Property and Casualty: Protect your assets. We'll help you manage the risks associated with your business, home, auto and other assets.
- Medicare: Medicare can be daunting, but it doesn't have to be. Let us assist you with finding and comparing different plans.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Specialty Rx Control: Why One Category Is Breaking Budgets — and How to Bend the Curve
Where specialty cost escalates (channel, site of care, waste, poor pathways).
February 19, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
The Compliance Pathway Q1
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
March 5, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
The Funding Edge: Why Fully Insured Limits Control — and What Modern Funding Unlocks
A funding decision framework leaders can use to evaluate options and align on next steps.
March 17, 2026 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Property and Casualty
AI-Powered Cyber Attacks, Why Yesterday’s Defenses Aren’t Enough.
The widespread availability of AI technology, combined with the ease of manipulating video calls, makes phone and Zoom calls susceptible to exploitation by threat actors.
February 2, 2026
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Employee Benefits
IRS Releases Guidance Related to Recent HSA Changes
The IRS recently released Notice 2026-5, which provides guidance and answers to common questions related to the expanded availability of health savings accounts (“HSA”) under the Reconciliation Act (previously named the One Big Beautiful Bill Act) passed into law earlier this year.
December 30, 2025
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Property and Casualty
Are you prepared for 2026? Property and Casualty Trends Uncovered
The sixth annual Property and Casualty Market Outlook from Alera Group sets the stage for how organizations can recalibrate their risk strategies in 2026. Built on thousands of data points — including a nationwide survey of insurance company partners and wholesale intermediaries — this report delivers actionable insights for insurance buyers, risk managers and business leaders.
December 17, 2025
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Legal Alert: Agencies Clarify How Certain Fertility Benefits May be Treated as Excepted Benefits
This alert is of interest to all employers that offer fertility benefits or may be interested in offering fertility benefits in the future.
November 4, 2025
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