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"In 2004 our Board of Directors hired a professional benefit research team to assist in selecting our benefit broker. Potential brokers from San Diego, Orange County, Los Angeles and locally were interviewed. Boelzner & Associates was selected. We have not been disappointed.
Boelzner & Associates provides accessibility to a customer service representative 24/7. After our annual open enrollment period they continue to physically come to our location to enroll each and every newly hired employee to ensure that they fully understand and appreciate their benefits. They assist with claim disputes and work with our employees on a daily basis to help them navigate the often confusing road of benefit utilization. It is our pleasure to endorse their agency."
"Boelzner & Associates has been our broker for our health insurance policies since 1996. They meet with us annually, bringing in various quotes and make sure we are getting the best coverage and also the most cost effective plan available. They meet with each eligible employee, coming to our office explaining their insurance options and are available by phone and email for any questions throughout the year. We have complete faith and confidence in their expertise."
"We were lucky to find Boelzner and Associates to help us deal with the overwhelming amount of information we had to sort through when we reached Medicare age. They listened to our needs and found policies that are serving us well. They were experts at helping us cut through the enormous confusing information and enabled us to make informed decisions about our insurance needs. For very personal service and attention to your individual needs they are the best."
"We have had the good fortune of having had Boelzner take care of our needs for the last 20 years and could not be happier. I highly recommend them to any business owner and would like to share a personal story. Several years ago my brother needed a liver transplant and we were having issues with the insurance company in getting the surgery approved. It was with the efforts of this company being our advocate that the surgery was approved and my brother’s life was extended several years. Kelly, Josi and crew are amazing advocates for their clients and truly know the ins and out of the business. If you are looking for a new health insurance broker do yourself a favor and call these folks today."
"Boelzner & Associates has been our broker for healthcare insurance for many years. As the Human Resources Director for a large orthopedic practice in the Coachella Valley, it has been my privilege to work with the Boelzners and Kelly Cross to secure group healthcare coverage for as many as 200 employees. Their professional approach to marketing, presentation and service is beyond anything I have dealt with in over 20 years with this practice. They are responsive to all our needs, large and small, and provide us with as many options as possible in a timeframe that allows for discussion and informed decision-making. Your company would be well-serviced by such a dedicated group of professionals in the insurance brokerage business."
"Wonderful group of people who have helped us deal with the insurance company, the hospital, and to understand what we actually owed the hospital. Without their help we could have overpaid the hospital thousands of dollars they were asking for that was not actually owed. Good luck in recovering overpayments from a hospital after the fact. Boelzner and Associates educated us on our rights and helped stand up for ourselves. Highly recommended."
"I wanted to memorialize my thoughts regarding Boelzner and Associates, and specifically Kelly, and the staff that I have had the pleasure of dealing with the past several years. The service that Kelly and your entire staff have rendered to All American Gifts has, without exception, been exceptional! Through all the trials and tribulations Kelly was the individual that I knew, without doubt, I could count on for any need regarding health insurance. Her response has always been fast and accurate. I appreciate her attention to detail and would be happy to recommend her and your company at any time. My transition to Medicare was handled with timelines and completed with total professionalism and was much earlier than I pictured in my mind. Kelly's hard work and thoroughness was very much appreciated. Thank you so much!"
"Several years ago we went through a competitive bid process to select a health insurance broker. Our top priority, along with price, was customer service and the Boelzner firm rose to the top of our list. The Boelzner firm has provided us year after year of outstanding customer service and has also helped us keep health costs as low as possible, I highly recommend them."
"For 15+ years, the team at Boelzner & Associates has provided a level of service that has exceeded my expectations of customer service from a broker. Often times, open enrollment is the only time one has any interaction with their broker, but that has not been the case with Boelzner & Associates. Aside from being available 24-hours a day, 7 days a week, they contact me regularly to see if there are any issues that we might have with the insurance and to offer their assistance in the event we do. When claims for necessary medical treatments are denied, they assist from the initial appeal through to the claims resolution; no matter how long it takes or how tedious the process is. If an employee is uncomfortable discussing medical issues or questions with us, they know they can reach out to our broker for help and for answers. Boelzner & Associates has built such a rapport with our staff that they have proven themselves to be more than just a service provider; they have shown us that they are a partner in the success of our organization and the individuals of which it is comprised."