Business Services

We go beyond insurance and offer a whole range of business support services to help you run your business, save money and stay connected.

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Learn how we can help with administrative tasks and technology to keep you ahead of your competition

Insurance is just one piece of your business strategy. You need systems and platforms that ensure compliance and efficiency while keeping your organization running smoothly.

We offer a wide range of services to optimize areas of your business beyond insurance. By integrating with our technology and administrative partners, you have access to a whole suite of services that sets you up for success.

Payroll

Having a robust and easy to use payroll platform is essential to running an efficient business. Cut down your administrative time with a modern platform that makes running payroll a breeze.

Human Resources

Dealing with employee issues, having the correct job descriptions and knowing all of the various labor laws is a full time job in itself. We provide tools and support to make sure you stay compliant and have the answers your need to tackle human resource related issues.

Credit Card Processing

We have a partnership with a national credit card processing company that has some of the best rates in the country and gives you money back for your own marketing and advertising efforts. In most cases, our credit card processing plugs right into your existing systems with no extra hardware of software costs!

Administrative Process Consulting

Having separate systems that don’t share data can lead to errors and wasted time. We help business tie their various technology platforms together so they can reduce administrative tasks and run more efficiently.

Connect with us today to learn how we can supercharge and optimize your business operations

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Business Services News & Articles

Brace for Impact: How California’s 2026 Small Group Medical Rates Threaten Small Business Budgets

Bertram Insurance Service2025-10-06T16:03:36-07:00Business Insurance, Employee Benefits|

Businesses will see California's 2026 small group medical rates are face significant increases and subsidy uncertainty. Learn how to budget effectively and explore strategies to manage rising healthcare costs.

The Ultimate Open Enrollment Checklist for HR Leaders

Bertram Insurance Service2025-08-13T14:54:02-07:00Business Insurance, Employee Benefits|

Stay organized this benefits season with our ultimate open enrollment checklist for California HR leaders. Step-by-step guide to streamline enrollment, improve communication, and ensure compliance.

What is a MERP (Medical Expense Reimbursement Plan) and Why Employers Love Them

Bertram Insurance Service2025-08-13T09:23:06-07:00Business Insurance, Employee Benefits|

Learn how a MERP can cut employer healthcare costs while keeping employee benefits strong, with simple examples and savings tips.

How HRAs Can Help Small Businesses Offer Great Benefits While Lowering Healthcare Costs

Bertram Insurance Service2025-08-13T14:46:10-07:00Business Insurance, Employee Benefits|

Discover how Health Reimbursement Arrangements (HRAs) can help California businesses with under 100 employees offer competitive medical benefits while controlling costs. See real cost savings examples.

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