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
GLP-1s at Scale: Why Weight-Loss Drug Decisions Are Now a Financial Strategy
A GLP-1 decision framework plus scenarios.
July 21, 2026 at 01:00 pm CT | Virtual
Register Here
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
THOUGHT LEADERSHIP
Insights
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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Employee Benefits
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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What the 2026 Benchmarking Data Reveals — and Why It Matters Now
On Tuesday, June 16, 2026, at 2:00 PM ET, Alera Group will host Benchmarking That Drives Decisions: Why Averages Mislead — and What Best-in-Class Data Reveals, a live webinar designed for HR, finance and executive leaders involved in benefits planning, budgeting and long-term strategy.
June 11, 2026
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Legal Alert: IRS Releases 2027 HSA Contribution Limits and Other Limits
In Rev. Proc. 2026-24, the IRS released the inflation adjusted amounts for 2027 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
June 3, 2026
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