PlanOptica

Expertquote, Inc.

Mailing address (most recent filing)
3362 RAINHILL LOOP
ROSEVILLE, CA 95747
Total comp
$1.7M
Commissions
$1.5M
Fees
$182K
Filings
27
Sponsors
27

Expertquote, Inc. summary

Expertquote, Inc. appears as a broker on 27 Form 5500 Schedule A filings for 27 employer sponsors. Insurers reported $1.7M in commissions and fees paid to Expertquote, Inc.. Most client plans are sponsored in CA. The most common carriers in the book are Kaiser Permanente, Cigna Health and Life Insurance Company and California Choice. The largest clients include Santa Cruz Seaside Company, United Business Bank and Avidbank.

Primary-broker plans
13
Covered premium
$33.0M
Market share
0.015%
Of all reported broker comp

Top 13 client plans by premium

Plans where Expertquote, Inc. is the primary broker on the latest filing

Top client states

  • CA13 plans

Frequently asked questions

Who uses Expertquote, Inc.?
27 employer sponsors list Expertquote, Inc. as a broker on Schedule A of Form 5500. The largest clients include Santa Cruz Seaside Company, United Business Bank, Avidbank, Team San Jose and Kaiserair, Inc.. Most client plans are sponsored in CA.
How many employer plans does Expertquote, Inc. serve?
Expertquote, Inc. appears on 27 Schedule A filings for 27 employer health and benefits plan sponsors.
How much does Expertquote, Inc. earn?
Insurers reported $1.7M in total compensation paid to Expertquote, Inc.: $1.5M in commissions and $182K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

Analytics

See 7 Expertquote, Inc. analytics panels with Pro.
Pro unlocks:
  • Carrier mix
  • Top carrier partners
  • Top states
  • Top industries by premium
  • Sponsor-size mix

Book of business

1-13 of 13 sponsors where Expertquote, Inc. is the primary broker (latest filing per plan).

See 13 client plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Every client plan on this book
  • Sponsor and plan names
  • Premium and broker pay per plan
  • Carrier on each plan