GET TO KNOW JEFF

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Jeff's career began in 1976. Specializing in employee benefits, he developed packages that enhance employee benefits and reduce employer cost.

Combining the power and traditions of Colonial Life, IRS approved tax strategies, and technology allowing payroll integration, Jeff has given our customers more cost effective, efficient ways to do business.

Jeff overseas the direction and day to day operations of the Colonial Life San Diego office. A member of the BBB and national award winner for sales and service.

ABOUT CBIS

Client Benefit Insurance is a boutique agency specializing in insurance products and services for Employers and Brokers.

Jeffrey Welty, President, is a southern California native and began his insurance career here in town after attending Point Loma Nazerene University. Starting as a career agent for the Mutual of Omaha Companies, Jeff specialized in employee benefits and Executive Benefit plans.

After establishing an alliance partnership with a national payroll provider, Jeff began developing and marketing "Payroll Integrated Workers Compensation". A literal pay as you go platform which calculates and collects workers compansation insurance premiums each payday providing exact calculations and remittances with out the worries of mis-reporting and large year end audit bills.

Jeff Started CBIS in the early 80's to fill a need for most business owners. We developed automated processes for benefit enrollments, communication to the employees, and uploadable files to populate all payroll deductions.

Today, Our Specialists utilize over thirty five years of experience to provide our clients the most cost effective plan design possible. We implement each program with skill and we provide the highest standard of ongoing customer service.

SERVICES WE OFFER

For BUSINESSES
   • Property and Casualty
   • Employee Benefits
     •
Voluntary Benefits
     • Health and Welfare Consulting
     • Executive Benefit Strategies

For BROKERS
      • Enrollment Services
      • Benefits Communications
      • Product Distribution

For INDIVIDUALS
      • Medical Insurance
      • Dental Insurance
      • Quality of Life...Insurance
      • Income Protection
      • Auto and Homeowners
      • International Medical Plans

CONTACT ME TODAY

   JEFFREY WELTY

   Toll Free: (800) 752-2791
   E: customerservice@cbisusa.com
   W: www.cbisusa.com  

   10769 Woodside Ave Suite 103
   Santee, CA. 92071

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