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Broker Services

Customer Service Satisfaction is our #1 Priority!

  1. Review of marketplace
    • Conducted annually or at client’s request
    • Analysis of claims and employee demographics
    • Comprehensive written overview of in-force and optional plans
      • Fully-insured and self-funded
      • Comparison of plan types
      • Comparison of plan benefits
      • Comparison of price
      • Data customized to meet needs of various corporate executives
    • Explanation of underwriting criteria
    • Description of market trends
    • Description of new types of benefit designs and provider access
  2. Annual Open Enrollment / When coverage changes
    • Benefit Plan Analysis & Comparisons
    • Benefit Contract Reviews
    • Employee education
      • Written communication
      • Employee (group and/or individual) meetings
    • Ease plan transition
      • Ample lead time premeditated
      • No new applications when ever possible
      • Attention to special medical situations
  3. Well-trained, licensed customer service personnel available
  4. Comprehensive services through affiliated professionals
    • Human Resources
    • Attorneys
    • Actuary
    • Document Writers
    • Health Care Providers
  5. Service tracking system
  6. Ongoing claims resolution and appropriate communication to employee and employer
  7. Electronic benefits management for large employers
  8. Response to miscellaneous client requests when ever possible

from Real Clients

"The service that we receive is exceptional and I am very pleased with the responsiveness of the staff."

"We have been extremely satisfied at all levels of your service and appreciate our partnership with you."

"I appreciate the follow through on all calls or inquiries. The whole team is the best!"

"All staff at Barthuli & Associates has been wonderful and very much appreciated for all their help, support, patience and assistance with meeting our budget needs."

About Barthuli & Associates

Since 1972, Barthuli & Associates has been helping employers and individuals provide life, disability, medical, dental, vision and other insurance for their employees and families.


Contact Us
Barthuli & Associates
5250 N. Palm Avenue, Suite 403
Fresno, CA 93704.
T (559) 385-7510 F (559) 554-9053

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