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
Property and Casualty
Unlocking Our 2026 P&C Market Outlook: High Level & Field Level Insights for Clients
Join Alera Group’s EVP and Property and Casualty Practice Leader Justin Foa for a high-level overview of the key findings from the 2026 Property and Casualty Market Outlook.
January 20, 2026 at 01:00 pm CT | Virtual
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Employee Benefits
Foundations – Understanding the Multigenerational Workforce
In our three-part webinar series, Designing Benefits That Work – A Data-Driven, Multigenerational Focus, we’ll explore multigenerational workforce insights, debunk generational myths, share early- and late-career planning strategies, review legal and compliance trends and provide actionable tools and resources.
January 21, 2026 at 10:00 am CT | Virtual
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Employee Benefits
The 2026 Market Reality: Why Costs Feel Uncontrollable — and Where Leaders Still Have Leverage
A clear map of where leaders can act in 2026 and how to prioritize decisions that move cost and outcomes.
January 22, 2026 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
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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Employee Benefits
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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Top 5 Insurance Surprises Businesses Face in Q4 — and How to Prevent Them
As year-end approaches, many organizations focus on closing out financials and planning for the year ahead. It’s also the time when insurance programs often reveal unexpected challenges, some avoidable, others the result of shifting market conditions or overlooked details.
October 30, 2025
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