If you haven’t worked with CalCPA Health before, now is the time. We have loyal clients, with 80% being with us for more than 5 years; 68% for more than 10 years.

Just a bit of background:

Since 1959, CalCPA Health has provided health and benefit plans to CPA and financial service firms of all sizes. Small employers have access to the same benefits, provider networks, wellness programs, and services as large employers.  We are a licensed carrier in California authorized to write medical, dental, vision, life, and LTD.  Our clients demand HSA plans and we have responded with the largest offering of HSA plans in the state, and a unique “integrated” HSA administrative capability, making it simple for employees to manage their claims and employers to manage eligibility. A few other reasons you should tell your clients about CalCPA Health:

• 40+ plans available
  • Medical PPO, EPO, HSA & HMO
  • Dental; Vision; Long-Term Disability and Life
  • One point of contact for all lines of coverage – one bill
• The largest provider networks available in CA:
  • Anthem Prudent Buyer (large group)
  • Delta Dental and Vision Service Plan (VSP)
• Complimentary COBRA administration for all groups
• Fully integrated Health Savings Account (HSA) administration
  • Largest offering of HSA plans available in California
• Dedicated account managers to help firm administrators manage employee benefits
• 7% commissions (first and renewal) 2-50 small group
• A long history of stable premiums
• No premium with an application (bill 1st month)
• Easy quoting, underwriting, and onboarding
• One point of contact for ALL lines of coverage / one bill

CalCPA Health is available to any financial business (generally, more than 50% of ownership must be members of the California Society of CPAs – CalCPA).

• Owners-only firms can be written as a small group
• Owner and W-2 Spouse can be written as a small group
• Rates are based on the employee’s ZIP code (not the firm’s ZIP)

Prospecting is straightforward, networking off existing business clients. Every one of your existing business clients has a CPA / financial services firm to offer this unique and exclusive health and benefits plan offering.

Learn how to bring CalCPA Health products to your existing clients and win new ones! 866-954-7406 / info@CalCPAHealth.com