Why Choose Us

Choosing a broker is a daunting task. We at Capstone, make you promises that are above and beyond what our competitors are willing to commit to.

Expert Providers

We are experts at what we do and have great confidence that if there is a way to improve the structure of your benefits and drive down your costs, that we have the skill set and resources to find it.

Client First Approach

When it comes to your employee benefits, we recognize that there is always a sense of urgency for you to get answers.

As an example, if we receive a phone call from you, or one of your employees, before 5 PM, Monday through Friday, we will get the ball rolling on addressing the issue, that very day.

If we receive an email before 5 PM, Monday through Friday, we will respond with a preliminary plan of action that day.

Professional Support Staff

As our client, you will have a specific point of contact, so never again will you have to reintroduce who you are to whoever happens to answer the phone that day.

If an employee needs help filling out paperwork, we make ourselves available to walk them through the application process either in person, or over the phone.

As part of our hands on approach, we will meet with you, as often as you see fit, for strategic planning sessions and employee education.

We will process all of your enrollment and termination forms for you.

We can handle all COBRA administration and follow up for you.

We will provide translator services for enrollments and benefit documents.

We create an environment where you should be doing nothing other than processing your carrier bill every month, while we do the rest.

Creative Plan Design

When it comes to designing your plan, we leave no stone unturned in our quest to save you money and improve your benefits.

We quote all plans and carriers available prior to making a recommendation.

We are strategic and methodical in our approach, and are always looking outside the box to improve your benefits and your bottom line.

Employee Benefits

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Association Plan

  • Proud to be an appointed agency for the California Trucking Association Health & Welfare Trust Plan.