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. 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. For a free no-obligation demo, contact us at


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.

Mammoth HR

Mammoth HR offers a suite of HR solutions and resources to assist your clients with HR compliance and employee management. With HR products and services customized for your brand, you’ll be able to stay in front of your clients and strengthen customer relationships.

From a branded online HR Support Center portal to custom marketing materials, eAlerts, and training, they provide unlimited live HR consulting services, document customization, a full handbook, development services, comprehensive HR protection, and support as well as live, branded interactive webinars. Preferred pricing is available to brokers referred by Claremont Insurance Services.

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HR Service

HR Service, Inc. provides businesses of all sizes with complete human resource services, benefits compliance solutions, ACA reporting, 5500 reporting, and benefit administration options. As a broker, you need to set yourself apart from your competition while addressing your clients concerns about the ever-changing world of compliance and human resources. HR Service, Inc. will make you the hero your clients need while making compliance and HR simple. Preferred pricing is available to brokers referred by Claremont Insurance Services.

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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.


TASC provides compliance reporting in order to protect employers and enable them to avoid the fines and penalties that come as a result of non-compliance. TASC’s Compliance services include ERISA, ERISA and ACA Notices, Medicare Part D Notices, HIPAA Compliance, COBRA Administration, and FMLA Reporting. All of their service offerings include their MyTASC Service Center with access to plan activity, dynamic web portals with 24/7 access, online enrollment and plan management, free monthly webinars and/or training, and customer service via web and phone. Preferred pricing is available to brokers referred by Claremont Insurance Services.

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Heartland’s custom-built HRIS solution integrates directly with the client’s payroll system to offer your client and their employees personalized support, 24/7. If you have employees, you have human resources duties. From benefits questions to harassment complaints, having staff can be tumultuous. Our HR solution was designed to support any size business in three key areas: staff management, HR/Labor law compliance, and protecting your HR data.


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.


TASC’s Employer Reporting provides tools to determine if your client is an Applicable Large Employer, if their medical plan meets the minimum essential requirements, and what, if any transitional relief is available. Also included is the tracking of variable hour employees so that if any become fulltime during any month of the year, they must be offered health coverage. TASC’s ACA Employer Reporting compiles employee and health coverage information for reporting to the IRS and employees, and TASC completes the required IRS forms to assist with timely filing and distribution. Their service includes an exclusive Audit Guarantee. Preferred pricing is available to brokers referred by Claremont Insurance Services.

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Broker-Friendly Payroll Solutions

As small businesses grow and add employee benefits, payroll processing becomes more complicated and owners seek to outsource a solution. Ensure that your client chooses a payroll solution that won’t try to take your Broker of Record in the process. These payroll vendors are broker-friendly and provide solutions that meet the unique needs of small businesses.


PayPath is TASC’s comprehensive payroll solution for businesses of all sizes. The robust and flexible menu of payroll services can be customized, with true innovation and quality assurance integral to every plan. The user-friendly online payroll system offers an abundance of features that make it a truly paperless payroll. Straight-forward pricing ensures transparency so clients know exactly where and how their dollars are being spent. Best of all, TASC pays you a commission for the payroll referral and offers other integrated products for you to sell (like FSA and compliance services) to earn additional commissions. Preferred pricing is available to brokers referred by Claremont Insurance Services.

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Simplify everyday tasks with modern, online payroll software. Go beyond everyday payroll functions with Paylocity’s intuitive, user-friendly payroll software solution, Web Pay. From custom reports to proactive features like the pre-process register to evaluating compliance, the accuracy and time saved is astronomical. Clients can transfer benefit files, 401(k) information, retirement plans, and much more automatically to the preferred vendor(s) with their integration capabilities. Fully integrated with Ease online benefits platform to support payroll and benefits administration. Built directly into your payroll software, Web Expense simplifies payroll by pulling approved expenses automatically into Web Pay and adding the reimbursement to your employee’s next paycheck — eliminating spreadsheets, calculators, and signatures along the way.

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It’s about time payroll was made easy. Help your clients balance their business’ time and attendance, human resources administration, tax reporting, and more in one online, integrated suite. Whether your clients are looking for an easier way to pay employees or maintain compliance with the state’s HR laws, Heartland provides payroll services to businesses large and small with their customizable solutions.

Heartland is an excellent solution to block payroll companies from taking broker of record on your clients. Heartland will not compete with brokers by selling benefits, and their Ease integration means your clients will have a complete electronic payroll and benefits platform that works seamlessly. Learn more.

For the best client care, your clients are assigned to a personal service representative who will serve as the point person for all service-related needs. For HR support, Heartland provides access to HR professionals who are available for guidance on HR issues, state-specific, and industry-related labor law questions/needs, and customizable documents.

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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.