ABOUT US

Strategic Insurance Services serves the businesses of the San Francsico Bay Area from their corporate offices in San Jose, California.

Strategic Insurance Services is a brokerage firm dedicated to the sale and service of Employee Benefit Plans for small to medium-sized employers.

 

Strategic Insurance Services is a brokerage firm dedicated to the sale and service of Employee Benefit Plans for small to medium-sized employers.

We look forward to working with you. Please contact us for more information about Strategic Insurance Services. References are available upon request.

As the principal of Strategic Insurance Services, Allan Liu offers over three decades of professional service in the benefits and insurance industries. Through a network of the most prominent providers in the benefits industry, you may choose from the most beneficial plans available today…

Please feel free to inquire about your specific needs.

The people behind Strategic Insurance Services have a long history in the industry.

Some time ago, we learned how to best evaluate and address the optimal insurance needs of our clients.

We consider financial condition and future plans among other criteria before providing a selection of recommendations.

After following through with a custom insurance plan for families or businesses, Strategic will help manage plans going forward. We’ll see that everything works as intended.

Strategic Insurance Services is a progressive brokerage firm.

We offer the most strategic insurance solutions including:

  • Group Medical – Fully Insured / Partial Self Funded
  • Individual Medical, Dental, Short & Long Term Disability
  • Group Dental
  • Group Life – Short & Long Term Disability
  • Travel Accident
  • Acupuncture / Chiropractic (stand alone)
  • Vision
  • Travel
  • Profit Sharing Plans
  • Pension Plans
  • 529 Education Plans
  • Group Voluntary Life, LTD & Dental Plans
  • Group Vision

Plans:

* Medical Plans
* Dental Plans
* Vision Plans
* Long Term Care Plans
* Acupuncture
* Chiropractic
* Life Insurance Plans
* Long Term Disability Plans
* Short Term Disability Plans
* Key Man Insurance Plans
* Voluntary Plans: Life, LTD, Dental & Vision

Services:

* Online Benefit Plan Summaries
* Bilingual Support Staff
* Bilingual Enrollment Forms
* On-site Enrollment Assistance
* Mobile Phone Access
* Same Day Returned Phone Calls
* Claims Assistance and Trouble-shooting
* Annual Review of Plans During Renewal
* On-going Review of New Plans and Options

We look forward to working with you. Please contact us for more information about Strategic Insurance Services. References are available upon request.

As the principal of Strategic Insurance Services, Allan Liu offers over three decades of professional service in the benefits and insurance industries. Through a network of the most prominent providers in the benefits industry, you may choose from the most beneficial plans available today…

Please feel free to inquire about your specific needs.