Our Mission Statement and Background

            We are dedicated to building and maintaining a highly valuable and well respected Employee Benefits and Insurance General Agency.  We are focused on operational excellence and the satisfaction of our customers - the brokers and their clients who work with us.  In order to achieve these goals we must:

             Represent those companies and plans that we, as parents, would feel comfortable covering our own children.

             Provide the most appropriate products in a timely, professional and helpful manner while constantly striving to improve how we respond to and service our customers through dedication, training, and innovation.

             Recognize the value in the diversity of our customers, vendors, and colleagues and commit to the concept that working collectively we will all perform at a higher level, be able to provide better service for our clients, and ultimately be more profitable.

            Enhance our financial strength so as to be a reliable, stable, and consistent long-term partner with our customers and vendors.

          Be ever mindful that the long-term, mutually rewarding relationships we have with our customers, vendors, and colleagues are of utmost importance.

             We must always adhere to the following values:

Integrity—Our word is our bond.  Our bond is our strength of character.  Our foundation is built on honesty, trust and sincerity.

Quality of Life—We are committed to achieving peak business performance.  We build an environment that is conducive to family.  Everything we do should have an element of fun.

Professionalism—We must place our customers’ needs first and foremost.  We place a high value on professional skills and sound business and insurance practices.  Doing “The Right Thing” by and for our customers is of fundamental importance.  Always preserve the confidentiality of the information that our clients entrust to us.

 Our Pledge To You—Our Brokers

            Our livelihood is based on your success.  It is a function of the quality and integrity of our support to you.  It also means that you entrust us with a lot of sensitive and privileged information about your clients.

            This concern usually leads to the question of business ownership.  Let us assure you that you own the business you place with us. Our pledge to you is that we will protect your client and the relationship you have with them to our utmost ability.

 Background & Accomplishments

            The groundwork began in early 1992 with the concept of bringing together successful professionals who had experience in insurance, marketing, sales and business.  After an arduous few months of organizational efforts the concept became ÆGIS PACIFIC Insurance in 1993.

            The agency began from a standing start with no existing book of business, no client base, no prospects in the works, and no lead flow.  By the end of 1994 ÆGIS PACIFIC had become Blue Shield’s top producer in a mere 14 strenuous months.  During that short time ÆGIS PACIFIC placed nearly twice as much business with Blue Shield as any other agent or broker in California had done in the previous 24 months.  During 1995 and 1996 ÆGIS PACIFIC maintained its production leadership position with Blue Shield and was invited to become one of three Blue Shield of California General Agents in 1997.

            During our years as benefits brokers we have probably run across just about any difficult and challenging situation you can imagine.  From large association cases under Small Group Reform laws to union plans to groups with 2 employees; we have probably been where you are today and we are here to help you.  Æ