About Our Company

The Unified Benefits Group is a privately held insurance brokerage and consulting firm. Services include design, administration and cost management of employee benefit programs and executive compensation plans.
The Unified Benefits Group strategy is to undertake a select group of clients, each of which receive the benefit of intensive and continuing involvement of the firms account management team.
By integrating expertise in areas from employee benefit design to consulting and cost management, The Unified Benefits Group combines personal service with over 25 years of experience in all aspects of the group insurance and employee benefits arena.
We complement our planning services with an exceptional portfolio of financial instruments, all offered by leading companies that meet our strict due diligence criteria. With access to so many options, you can be confident we will provide you with innovative, appropriate and objective solutions designed for you. 

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Unified Benefits Group is a single-source solution.

We offer your company:

  • Group Health
  • Group Life
  • Short-Term Disability
  • Health Savings Account (HSA)
  • Group Dental
  • Section 125 (FSA)
  • Self-Funded Plans
  • Long-Term Disability
  • Group Vision
  • Health Reimbursement Account (HRA)
  • Accident
  • Clinical Illness

What our clients say

"Group benefits insurance transformed our small business. UBG Insurance provided tailored, cost-effective packages that boosted employee satisfaction and retention. Their attentive support and comprehensive coverage made the process hassle-free. Highly recommended!"

Mattie Smith
Business Owner

"Thanks to UBG Insurance, our small business now thrives with happier employees. The seamless transition to group benefits improved morale and attracted top talent, elevating our competitiveness in the market."

Bertie Norton

"Choosing UBG Insurance for group benefits was a game-changer. Our team's well-being is now secured with their personalized plans, while their exceptional service and expertise made the whole process effortless. Highly satisfied!"

Nat Reynolds
Business Owner

Contact Us


(866) 310-3220

Our Office

25 Orchard Ste. 100 Lake Forest CA 92630




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