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© 2018 by Client Benefit Insurance Services 

CA Dept. Insurance License # 0F09685

OUR AGENCY
 

Client Benefit Insurance Services, a family owned, San Diego based concierge insurance agency serving our clients for over forty years. Knowledge is power. Nothing beats experience. For over forty years, Jeff has been involved and educated in the personal and business insurance arena. As member of the National Association of Health Underwriters, he brings his expertise in designing and implementing employee benefit packages. Creating synergy within the client account through wellness education and safety programs, we are successful in leveraging between carriers to capture rate and packaging discounts. Our goal is to provide exceptional service with our focus on compliance and cost control. CA Dept. Insurance License # 0F09685

 
BUSINESS INSURANCE
 

Having business insurance is a must if you plan to be successful in business. There are so many things that can happen to jeopardize your operations and leave you in financial despair. Having insurance agents who are familiar with the intricacies of San Diego business insurance will go a long way in ensuring your company has the right protection in place to carry on if needed. We specialize in negotiating business insurance rates: General Liability, Workers Compensation, Commercial Auto, Commercial Property Insurance, Professional Liability and Group Employer Insurance plans, Business Owners Packages, EPLI and Cyber CA Dept. Insurance License # 0F09685

 
PERSONAL INSURANCE
 

Personal Insurance is necessary to protect your family and way of life. Having insurance agents who are familiar with the intricacies of personal insurance options will go a long way in ensuring you have the right protection in place to carry on if needed. We specialize in negotiating personal insurance rates for Auto, Homeowners, Renters, Life Insurance, Umbrella, Disability, Health, Motorcycle, RV, Boat, Dental, Vision and Off Road Vehicle Insurance. Call or email us anytime for a no obligation quote!

 
EMPLOYEE BENEFITS
 

We recognize most benefit brokers focus on shopping rates at renewal time and addressing service issues as they arise. Our solution based approach is different. We at CBIS believe strongly in educating our clients and functioning as an extension of your team so we can help you recognize and correct issues before they arise while keeping you abreast of the ever-evolving benefits landscape. Allow us to help you keep pace with these changes, so you can focus on what you do best in today’s competitive business environment.

 

We specialize in employee benefits and building custom benefit packages, with the most up to date technology. We offer Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, EAP Plans, FSA plans, and voluntary benefits to groups over 2 employees. We shop the market to find the most robust plans at the best price points. Contact us anytime for quotes or questions!

 
 
Our Team
Jeffrey Welty, President

jwelty@cbisusa.com | Phone: 858-761-2681

Jeff's career began in 1976. Specializing in employee benefits, he developed packages that enhance employee benefits and reduce employer cost. Combining the power and traditions of Colonial Life, IRS approved strategies, and technology allowing payroll integration. Jeff has given our customers more cost effective, efficient ways to do business.

Jeff overseas the direction and day to day operations of CBIS. A member of the BBB and national award winner for sales and service.

Shannon Cummings, Account Manager

scummings@cbisusa.com | Phone: 858-569-1000

Matthew Welty, VP Sales - P&C

mwelty@cbisusa.com | Phone: 858-603-2457

Matt started in the business in 2006. He specializes in Property and Casualty insurance, such as auto, homeowners, life, workers comp, liability and much more.

Shannon joined CBIS in 2008. Since then, she has become our key Account manager for the company, as well as an integral part of the CBIS team. She handles all new and existing benefits for groups, carrier contacts, and customer service. Our client satisfaction is her number one priority.