Newly Launched Arrow Umbrella Program Means Big Expansion for Local Benefits Company

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Arrow Benefits Group Partners with Companies Across California

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What we’re doing is allowing the broker to still own their business and run it – keeping their integrity and legacy while safely transitioning their business for the future.

Arrow Benefits Group, the third largest HR/benefits company in the North Bay, has launched the “Arrow Umbrella Program,” offering experienced, dedicated brokers the opportunity to withstand competitive threats, expand client services, and provide a viable, guaranteed exit strategy and protection to brokers. The program, developed by founders Jordan Shields and Keith McNeil, includes numerous new partnerships that expand Arrow’s reach throughout California. The program facilitates the partnership with smaller brokers that often lack resources and are often highly vulnerable to changing market conditions. Shields and McNeil see this as an urgent need right now in the industry. McNeil says, “We wanted to go out to smaller firms and give them the opportunity to align themselves with the benefits of a larger organization, including exit solutions for retirement. Typically, a larger firm buys an agency to increase its book of business. What we’re doing is allowing the broker to still own their business and run it – keeping their integrity and legacy while safely transitioning their business for the future.” The idea is to honor brokers by providing additional and improved services while protecting the quality of what they offer as experienced professionals. Learn more about the program here or contact: Andrew McNeil andrewm(at)arrowbenefitsgroup(dot)com or 707-992-3789.

Independent benefit brokers are increasingly challenged by an overheated mergers and acquisitions market that mostly only brings large and medium firms together. There has been a market devaluation of small group business, decreasing commissions, and carriers reducing firms with which they will work; these developments place greater regulatory and other pressures on clients without the means to comply – and a greater demand for administration, service and compliance tools as well as increasing uncertainty as new competitors enter the brokerage field. Arrow’s program protects brokers from these and many other impediments to their continued success including: lack of sufficient capital to expand, a comprehensive system for handling renewals, and a realistic succession plan for the benefit of owners, employees and their clients. Arrow enables brokers and consultants with new tools and resources, and it provides a consistency in caring, and the sharing of the hard-won creativity, innovation and wisdom that seem to be ignored by both carriers and competitors as demands for systematic solutions increase.

The new Arrow partners include GSI Solutions in Santa Clara, Goodman Benefits & Insurance Services in Novato, Bob Copeland Insurance Services in Larkspur, Mission Benefits in Sunnyvale, Anderson Financial Solutions & Insurance Services in Santa Barbara, Executive Financial Systems in Los Angeles, Brody Walsh and Brody in San Francisco, and Entra Insurance Services in Walnut Creek.

Arrow is committed to giving back to the community, which has always propelled its success, while supporting the skilled and personal work that has been the hallmark of benefit consultants diligently applying their skills largely in the “small group” market. The Umbrella program gives brokers, clients and their employees access to what they need and will be found increasingly wanting as the benefits landscape continues to change. Through an active partnership with area brokers, there is an opportunity here to collectively help all concerned.

About Arrow Benefits Group
Arrow Benefits Group, located north of San Francisco, is a proud partner of United Benefit Advisors (UBA), one of the largest benefits consulting and brokerage firms in the country. With more than 200 UBA offices throughout North America and the United Kingdom, we offer global reach with local support. Arrow Benefits Group is your single-source solution for managing the complexities of benefits with expert advice, customized programs, and personalized HR solutions. Our innovative programs contribute true value to your company, helping you control costs and giving your employees a greater sense of financial and emotional security. We are more than benefits, we are The Human Resource. For straight answers to employee benefits or HR questions, call 707.992.3780 or visit

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Jenny Kaplan

Jenny Kaplan
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