About Us

CA Insurance Lic# 0B89320

Founded in 1983, PWA Insurance Services has been providing quality services to the region’s businesses by focusing on finding the right solutions that meet our clients’ needs. PWA’s team of professional advisors has more than 139 years of combined knowledge, expertise, and innovation working with business owners in designing and managing employee benefits programs, payroll services, and human resources information systems. We provide fully integrated, high-level, personalized services to help your business grow and thrive.

Our Team: Trusted. Smart. Passionate

PWA and its employees are dedicated to giving outstanding service and advice to our clients. We firmly believe:

“Quality is what we deliver, our services deliver value and our people add value. We want to be your collaborator as our loyalty is to you and our mission is your success.”

Our Mission is to always focus on doing the ‘right thing’ for our clients while striving hard to accomplish the role of a responsible citizen in the community we serve. With an emphasis on collaboration and teamwork, we create unique solutions that are the right fit for the distinctive needs of our clients. We believe in open communication between clients and staff members, where being readily available and honest is key to producing long-term success.

Our Presence

As a founding firm of Alera Group, a national entity with over 1,800 employees serving thousands of clients with industry-leading solutions from experts across the country. Our clients benefit from the expertise and resources of a large national firm, while still maintaining the advantages of local service and relationships.

 

Become Stronger with Alera Group from Alera Group on Vimeo.

 

 

EXPERT EDUCATION

Events and Webinars

Employee Benefits

Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce

In this session, our experts will showcase the value of voluntary benefits, from financial savings to improved retention to addressing the specific needs of their employees.

March 20, 2025 at 01:00 pm CT | Virtual

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Employee Benefits

HIPAA Privacy and Security Overview

Join our compliance experts for an overview of HIPAA’s Privacy and Security Rule. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA, and what to do when there is a breach of PHI.

April 11, 2025 at 01:00 pm CT | Virtual

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Employee Benefits

Balancing Cost and Care: Could a Captive solution be the right fit for you?

In this session, our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.

April 17, 2025 at 01:00 pm CT | Virtual

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Quote from Kelly Woo, Director of Finance

Taking Care of Business!
Merrisa is amazing! Seriously-she deserves a giant raise 😊 She always handles any request we ask of her immediately and takes care of business! So thankful for you guys!
Kelly Woo, Director of Finance Truckee-Tahoe Airport District

THOUGHT LEADERSHIP

Insights

Employee Benefits

Getting the Most From Your Voluntary Benefit Offerings

Join Alera Group on Thursday, March 20, as we present the next in our Engage series of webinars, "Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce."

March 6, 2025

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Employee Benefits

Building Connections To Support Employee Mental Health

Mental Health Awareness Month begins in May, but to emphasize mental wellbeing as a year-round priority, Alera Group is getting an early start on distributing our new Mental Health Awareness Toolkit. Designed and refined by our Wellbeing team, the Toolkit is an employer resource to help you and your employees adopt healthy activities, build social connections and erode stigmas that have long hampered discussion of mental health.

March 4, 2025

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Employee Benefits

Weighty Matter: Obesity, GLP-1s and the Rising Cost of Healthcare

Obesity and health problems associated with it — including heart disease and stroke, high blood pressure, several types of cancer, osteoarthritis, sleep apnea and more — are primary factors that must be considered as employers seek to contain healthcare costs for their employers, as well as for themselves.

February 26, 2025

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Employee Benefits

Reminder: RxDC Reporting Due June 1

With the 2024 reference year RxDC reporting deadline approaching in June, plan sponsors should refamiliarize themselves with the reporting requirements. The 2024 reference year RxDC Reporting Instructions have been released, though there were no changes to the reporting requirements or data elements from last year.

February 10, 2025

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