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.
- Request a complimentary Medicare Options Review consultation, here.
- Contact Bill Graham, Sr. Markets Account Manager at billg@aclevidence.com.
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Open Enrollment That Works: Why Employees Do Not Engage — and How Modern Communications Drive Better Choices
Practical communication strategies to strengthen open enrollment effectiveness and employee decision-making.
August 18, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
The Compliance Pathway Q3
Don't miss this ongoing opportunity to ensure you comply with current regulations and are prepared for what's ahead.
September 2, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Point Solutions, Proven: Why Vendor Sprawl Fails — and How to Identify What Actually Drives Impact
A clearer framework for sorting through point solutions to determine where investment may—or may not—deliver value.
September 15, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Employee Benefits
Legal Alert: IRS Issues ACA Affordability Percentage Adjustment for 2027
The Internal Revenue Service (IRS) has released Rev. Proc. 2026-26.
July 24, 2026
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Property and Casualty
Commercial Real Estate Insurance Market Shows Signs of Relief, With Conditions
There are emerging signs that the commercial property insurance market is beginning to soften. However, the benefits of this shift are not being felt uniformly across all real estate portfolios.
July 16, 2026
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Employee Benefits
Legal Alert: Clients With Massachusetts Private PFML Plans Renewing After July 1, 2026
Alert for any employer with at least one employee in Massachusetts, even if the employee is remote.
June 30, 2026
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Legal Alert: PCORI Fees Due By July 31, 2026
This alert is of interest to all employers that sponsor self-insured group health plans, including Health Reimbursement Arrangements (HRAs). Note that the PCORI fee does not apply to most health FSAs.
June 29, 2026
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