Claremont Insurance Services, Walnut Creek, Californian General Agency


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Vendor Partners – Fully-Vetted and Recommended

Special Pricing Available

In this rapidly changing benefits landscape, clients rely on brokers to provide advice on a myriad of benefit-related topics: ACA compliance, benefits administration technology, human resources, and even basic tax and legal information. As commissions decline, brokers must find more efficient ways to deliver value. There are an overwhelming number of vendors and consultants marketing their services. Where should a broker start when crafting a solution for clients and for their own business?

Claremont has a solution. We have thoroughly assessed the available options and we recommend vendors and advisors, each of whom we either work with or have vetted. Some offer discounted services to Claremont clients. If you have any questions, we would be pleased to provide our thoughts on the best solution for you. Don’t hesitate to contact us at 800.696.4543 or

Vendors have been grouped into the following categories:


Benefits Administration Solutions and
Human Resource Information Systems (HRIS)

Clients are more frequently asking brokers to recommend and use online systems to manage the employee lifecycle from application to termination, including benefits administration. These all-in-one platforms facilitate the transition from paper and spreadsheets to digital transaction management.


EaseCentral is an easy-to-use human resource and benefits platform created with the needs of insurance brokers and small businesses in mind. EaseCentral makes it simple for companies to set-up and manage over 50 types of benefits, coordinate payroll and HR, collaborate with employers on new hires, changes and terminations, and deliver completed tax information – all from one location making the process seamless.


HR Compliance

Clients have varying needs when it comes to human resources. Some may prefer a do-it-yourself approach. Others may need more hands-on support from an HR professional. Claremont has found services that fit either of those needs.

HR AnswerLink

HRAnswerLink provides your clients with comprehensive resources and support for their HR compliance and employee management needs. Their solution includes a web-based portal that delivers up-to-the minute HR content including the latest legal and regulatory updates for your client’s state, templates for employee handbooks and policies, and other commonly-required documents. In addition to the portal, HRAnswerLink provides unlimited live HR consulting and in-depth webinars. All of the above can be branded with your agency’s logo. Special pricing is available for Claremont clients.

Understand the most pressing HR issues facing employers now and in the next few years by viewing the Trending HR Topics recorded webinar.

To learn more about HRAnswerLink, download these resources:

DSA HR Solutions

DSA HR Solutions provides on-site and virtual human resources support for small to medium-sized companies that do not have the need or budget for a full-time HR Manager. DSA’s staff of seasoned professionals have managed the HR function at large and small companies. They are fully-informed on the latest legal and regulatory matters affecting employers, including the provisions of the Affordable Care Act.


ACA Reporting

An employer with 50 or more full-time plus full-time equivalent employees is considered an Applicable Large Employer (ALE) and must report annually on their offer of coverage to employees. Many vendors who offer ACA reporting services provide little or no guidance to ALEs and they especially do not cater to small ALEs. Claremont has taken these concerns into consideration and can recommend the following solutions for your clients.


EaseCentral’s smart software automatically populates IRS Forms 1094-C and 1095-C based on payroll and benefits data, alleviating clients from having to make the determination on their own. You can verify compliance throughout the year, track variable hour employees, and ensure that your client is offering affordable coverage.

Find out about Claremont’s complimentary ACA 1094-C/1095-C reporting. (Limited time offer.)

Healthcare Compliance Inc.

For clients who prefer a more consultative approach, Healthcare Compliance Inc. has a team of ACA compliance facilitators that use a proprietary data gathering system to accomplish two primary goals: prepare IRS Forms 1094 and 1095, and identify potential audit issues for the broker’s employer clients. They provide a high-degree of hands-on support, create a complete audit trail with every engagement, and will ensure that ACA reporting is accurate and complete.


Professional Employer Organization (PEO)


As a Professional Employer Organization (PEO), TriNet helps you and your clients grow with full-service HR, including payroll and payroll tax administration, employee benefits, and risk and compliance guidance. TriNet’s high value broker-friendly HR solutions offer very competitive broker commissions for the entire lifetime of your clients’ TriNet contract. TriNet also helps you sell against online brokers and other PEOs who don’t partner with brokers.

There are a number of advantages for your small business clients as well, including large group benefits with composite rating (appeals to Large Groups transitioning to Small Group plans), more predictable health insurance renewals, decreasing the time spent on HR administration, and minimized liability and exposure to risk.

To learn more about TriNet’s adavantages, download these resources:


Brokers frequently get questions from clients on legal topics that range from ERISA to ACA compliance. Our recommended legal advisors specialize in these specific areas.


Tax Consultants

Prior to the ACA, knowing healthcare coverage meant understanding certain tax issues; post-ACA, the connection between tax and healthcare has greatly expanded (tax credits, tax penalties, reporting penalties). Your client might ask whether they are part of a controlled group and therefore an Applicable Large Employer for purposes of the Large Employer Mandate. Or, your client may have numerous questions on the tax deductibility of their healthcare costs. The tax consultants we recommend below are ready to answer these questions for your clients.



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