Legacy Benefits & Insurance Sevices

Legacy Benefits & Insurance Services

7625 Sunrise Blvd., Ste 205
Citrus Heights, CA 95610

(916) 677-2130

CA Insurance License # 0E08570

Communcation Services


We understand that most brokers spend limited time with the people who matter most, your employees. With this in mind, Legacy Benefits & Insurance Services has created a unique 2 Step Enrollment Process.


We understand that the money your company spends on benefits is not a benefit to the company if the employee does not understand the plan(s) you are providing them. For this reason, our staff not only attends your open enrollment meeting to the discuss the plan(s), but we take the extra step of returning a few days later to meet personally with every employee that has a question or needs help. This important extra step ensures that your employees understand the plan(s) that they have selected and it fits their needs and the needs of their family.


In addition to this level of service at open enrollment, we also provide your new hires with the same level of service. Whenever you hire a new employee, you simply contact your representative and they will arrange the initial enrollment meeting and a follow-up meeting with the employee.


Our communication services does not end there, your representative will collect all the paperwork, submit it to the carriers and communicate any payroll deductions to your payroll person.


Isn't this the level of service your employees deserve?