WHO WE ARE


Beneflex is an independently owned and operated employee benefits agency founded in 2004 by Dan Cattaneo and located in the beautiful coastal town of Santa Barbara, CA. We provide a comprehensive selection of employee health and welfare benefit plans along with expert advisory services in the areas of Compliance, Innovation Cost Control Solutions and Human Resources Support. We have gathered a team of licensed employee benefit professionals and compassionate, customer-care specialists who are ready and waiting to assist you and your employees.

Whether you have a payroll of 40 or 4,000, the health of your business depends on financial strength and employee well-being. At Beneflex, we focus on providing custom-tailored benefits packages that protect the health of your employees and your bottom line. We know the health of our business depends on the health of your business.


OUR VISION

WE ARE

We are a company that cares deeply about what we do. We consult with vision, purpose, passion and results. We exist to provide superior quality in our focused areas of expertise along with consistent delivery of best in class advisory services.

WE OFFER

We offer a place where employees feel valued for who they are and have the opportunity to realize their personal goals. We are a group of great listeners, passionate speakers and innovative thinkers.

WE WILL

We will live up to our promises to those we serve, be everything we self-proclaim to be. We will be a trusted, valued and dependable partner.

OUR VISION


WE ARE

We are a company that cares deeply about what we do. We consult with vision, purpose, passion and results. We exist to provide superior quality in our focused areas of expertise along with consistent delivery of best in class advisory services.

WE OFFER

We offer a place where employees feel valued for who they are and have the opportunity to realize their personal goals. We are a group of great listeners, passionate speakers and innovative thinkers.

WE WILL

We will live up to our promises to those we serve, be everything we self-proclaim to be. We will be a trusted, valued and dependable partner.



OUR VALUES

TRUST

We provide honest, professional communication, dependable information and immediate action.

INNOVATION

We push beyond the norm to propagate new ideas that revolutionize how we serve our customers.

EMPOWERMENT

We inspire one another and our customers by removing obstacles and simplifying information.

OUR VALUES


TRUST

We provide honest, professional communication, dependable information and immediate action.

INNOVATION

We push beyond the norm to propagate new ideas that revolutionize how we serve our customers.

EMPOWERMENT

We inspire one another and our customers by removing obstacles and simplifying information.

LOCAL COMPANY + NATIONAL PRESENCE

While we are a locally owned and independently operated firm headquartered in Santa Barbara, CA we are also a proud Partner-owner of United Benefit Advisors (UBA).

United Benefit Advisors is a Partner-owned alliance of nearly 140 premier independent benefit advisory firms with more than 200 offices throughout the U.S., and is one of the nation’s “Top 10” employee benefit advisory organizations. UBA Partners, who actively collaborate with more than 2,000 experienced benefits professionals, are uniquely prepared to share their collective wisdom with busy employers who want the assurance that they are making informed choices that improve the lives of their employees and their families

Because UBA is a national organization, Beneflex is able to create unique benefits packages for our clients that have locations in multiple states and can help employers who are relocating or expanding. While UBA lends its firm strength and knowledge, Beneflex is still an independent advisory firm who understands the local marketplace and the unique challenges that individual employers face. This allows us to provide insightful, personalized service that our competition simply can’t match, backed by the knowledge and resources of UBA.

LEARN MORE ABOUT UBA AND BENEFLEX

NOTEWORTHY:


October 1, 2015 Beneflex Insurance Services, LLC acquired Insurance Dimensions Inc.


“We are honored and excited that Aline has chosen to partner with us as we share the belief that every employer deserves happy and healthy employees.” says Dan Cattaneo, CEO of Beneflex. “Aline has achieved her success through strong client partnerships, outstanding customer care and exemplary advisory services which makes her a perfect fit for Beneflex. Her experience and in-depth knowledge allows her to bring dynamic thinking and insight to our organization and clients.”

NOTEWORTHY:


October 1, 2015 Beneflex Insurance Services, LLC acquired Insurance Dimensions Inc.


“We are honored and excited that Aline has chosen to partner with us as we share the belief that every employer deserves happy and healthy employees.” says Dan Cattaneo, CEO of Beneflex. “Aline has achieved her success through strong client partnerships, outstanding customer care and exemplary advisory services which makes her a perfect fit for Beneflex. Her experience and in-depth knowledge allows her to bring dynamic thinking and insight to our organization and clients.”

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