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BenefitSource Insurance Services, Inc
28 Argonaut #100, Aliso Viejo, CA 92656, United States
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Te
Review №1

Both Kandyce and Eileen have quickly responded to my questions, addressed all of my concerns, and gone to great lengths to find the best insurance policies for me.

Gr
Review №2

Nicole Cobb is fantastic! She has helped us receive competitive premium rates for our car and home insurance for past few years. Let’s be real, sometimes insurance terms can be confusing, but she is always willing to explain things that we do not fully understand. She is not a pushy sales person, and I truly feel like she is looking out for our best interest. On top of that, she is very responsive. Thanks for everything Nicole!

la
Review №3

Andyce Williams has been a godsend regarding insuring our vacation rental property. We had some quirky issues and needs and she kept at it until she found a solution . She always returns my calls or emails quickly. Our previous insurance agent could rarely be reached and his office help was clueless when I had a question. So glad we found her and we highly recommend her services.

Am
Review №4

I had a wonderful experience with Dennis Bruce as my new agent. He was generous with his time in quickly securing me great coverage at a reasonable price. Additionally, he explained my policy thoroughly with me and gave me a much better understanding of my policy. His helpful suggestions were smart and practical. I was so pleased with his willingness to serve me as a new client. I learned more about my policy in one hour than I had learned in ten years with my old agent!

Rh
Review №5

Kandyce follows up with you on insurance needs. She helps you with the hard issues such as being dropped by a carrier because your home is in a risk area. She has the answers and the expertise to solve situations. You can tell that Kandyce loves the insurance business. That is what you want.

Mi
Review №6

Working with Kandyce has been amazing. She is very responsive and has been able to find great value for all of lifes opportunities.

Wa
Review №7

Kandyce Williams has been a reliable agent providing good advice and options for our home and auto insurance needs.

Vi
Review №8

Dennis Bruce is a great insurance advisor, he helped my family and I with our home insurance. Through the process Dennis was very helpful, professional, caring, and made the whole process easy to navigate. Thank you Dennis! :)

Ba
Review №9

When our current homeowners insurance carrier abruptly cancelled our coverage because of our homes location, we were referred to Kandyce by a neighbor who had had the same problem. We contacted Kandyce, and she quickly arranged for coverage by another well-known insurance company with coverage and cost comparable to our former policy.

Er
Review №10

Travis Von Bartheld was amazing. Talk about a real pro that knows the ins and outs of his field. He explained everything very well and best of all, it was a short conversation. After hearing his expertise, I was comfortable trusting his advise and judgement. I have recommended him to friends and family, they are all pleased.

ka
Review №11

Difficult to find homeowners where we live due to our wildfire designation. Kandyce found us our original provider and has stuck with us when one provider cancelled. Recently was finally able to combine with auto. Kandyce does all the work & research so I am not having anxiety every year worrying if were going to be cancelled. Best service ever!

Ka
Review №12

This was my first time working with an insurance agent through Benefit Source. I was very surprised how much my husband and I learned along the way and we are very pleased with saving A LOT of money! If youre looking into someone who can really help cater to your unique situation, Id highly recommend Dennis Bruce. He excels in providing exemplary customer service, provides you information that is relative to what fits best with your needs (we were looking to merge car insurance and renters), and is very prompt with what needs to be done. He is upfront, honest, charismatic, and wants nothing but the best for you. My husband is very happy with how much he saved since he has a 2018 Mitsubishi Outlander and prior to transitioning to our new insurance, he was coughing up almost $200 a month! We cant thank you enough Dennis! It was a wonderful experience working with you!

An
Review №13

Travis and his team are great! Ive used them for about 7 policies from homeowners insurance, auto insurance, life insurance, and RV insurance. They are a pleasure to work with, they are responsive, professional, and care about their clients. There is never an oversell or high pressure situation. What I like most about Travis is that he educates me on my options and lets me choose what is best for my family. I would highly recommend Benefit Source and Travis to everyone. Thank you!

St
Review №14

Well, I had my reservations about using this service, but very impressed with the agent and BenefitSource Inc. I was hesitant with switching insurance companies after being with one for almost 30 years. David Strange was very helpful and was readily available to discuss other options. I did buy a small policy and it was actually reduced $60 at the final billing. I will address the other policies next spring. Really worth considering this.

Em
Review №15

I requested an auto insurance quote by email and Glenn promptly got back to me. He found an excellent policy with the coverages I was looking for relatively quickly. On the initial phone call I gave as much preliminary info as I could; on the follow-up call, he got the fine details and the best offer. Finalizing my purchase was easy with online signatures. BenefitSource is a Dave Ramsey approved broker, which was the reason I chose them. I would recommend them to anyone seeking a great policy with clear communication from the broker about all the factors.

Cc
Review №16

Very helpful and great at responding quickly!

Be
Review №17

I have been in business for over 30 years and I have worked with a lot of agencies before. I had never had an agent to work hard as Kandyce williams, she takes her clients business as it is her own, she takes a great pride in her work and to me that is priceless.

Ga
Review №18

Kandyce did an amazing job with helping me. She gave me multiple options to choice from without trying to get more money out of me. I got the best rate from her and the company than the other more popular companies out there. Would recommend.

Bi
Review №19

My experience at BenefitSource was very good. Nicole Cobb did an excellent and professional job taking care of my insurance needs. Everything she did made my task much easier than I expected. She basically took care of everything that was needed. I really appreciate the expertise she provided to get this done so easily and quickly. Thank you Nicole.

Jo
Review №20

Glenn and his team did an excellent job of finding us a good rate and a great level of coverage for our new home and our vehicles. He was quick to respond when I would reach out, he was incredibly knowledgeable when I had questions, and he was committed to finding us the right package for the specific needs of our family.HIGHLY recommended!

Kr
Review №21

David is wonderful! So helpful at finding us the perfect insurance company for our needs. The policy premiums were excellent and the companies very reputable. I was so thankful for David to help out so quickly as I was closing fast on my home in escrow. Every step of the way he made it seamless. Beyond grateful!

Ju
Review №22

Cindy has been helping me with my insurance for many years now. She is the BEST! I can contact her on short notice in a panic and she has everything figured out and taken care of right away. I would not want to deal with anyone else!!

Je
Review №23

Nicole at Benefit Source is by far the BEST!! She is the most responsive, responsive agent I have ever worked with. I shopped around and have never found a more responsive agent or a better price. I have also recommended several friends to her and they have also been very happy.

Ag
Review №24

David was great at finding our family the best coverage for home, auto,, and umbrella insurance. He walked us through the items on each quote and made revisions where we requested. In the end, AAA could not beat the prices and we ended our 18 years of membership with them. Thank you David Strange! He’s your man if you need to lower the cost but still maintain the quality of your insurances.

Bo
Review №25

It was time to re-evaluate all my expenses and Suzanne was the agent who called. She was very patient and explained in detail all my options so I could easily understand. My auto coverage was increased and my cost decreased, in comparison. I should have done this a long time ago!

Mi
Review №26

My insurance agent Travis has been AMAZING to work with. Im sure making to often confusing and litigious world of insurance simple and stress free is quite the task, but Travis made it look easy. We was very comforting in the process of me starting my first Home Owners policy and went out of his was to bundle my home and auto together (on a time crunch no less) and improve my coverage while SAVING ME MONEY! I cannot recommend working with Travis and BenefitSource insurance enough.THANK YOU!

Je
Review №27

My whole experience with BenefitSource was extremely professional. I was extremely pleased that I was not pressured into policies but coached to purchase the right coverage for my situation.

AL
Review №28

Kandyce at BenefitSource Ins provided me with professional, knowledgeable insurance service. Never giving up in searching for the best quote! Thank you Kandyce for your excellent customer service!

Ma
Review №29

I recently worked with Brenda Livernois for purchasing insurance for my home and she is really great to work with very responsive and professional. She was recommend by my friend and I would do the same to my friends for their insurance needs.

Aa
Review №30

Ive been using Benefit Source for many years. I use them for ALL my insurance needs. In my business, I am constantly moving inventory and am in need of a new policy almost weekly. Ive never been left uninsured or even under insured (Ive had claims) and most definitely have never been any less than 100% satisfied. Highly recommend.

Ja
Review №31

Kandyce was extremely helpful and responsive in finding the most affordable car insurance possible that suited my needs best! Would highly recommend!

Co
Review №32

I have never had an easier time working with an insurance broker than I did with Johnny at BenefitSource. He was incredibly personable and understanding of my needs. He worked quickly to find me the best rates and walked me through everything ensuring I understood all the facts and figures. He was able to get me better coverage at a much lower rate. I would highly recommend this company and Johnny specifically.

De
Review №33

Richard was a huge help. He took the time to understand our needs and offered his professional opinion. Richard also took the time to build reporart which was important for us. What was also helpful is that he reviewed a few other quotes that we received and we were able to do a side by side comparision. The service and professionalism that we experienced was unmatched and we would gladly use his services again.

Ta
Review №34

I contacted BenefitSource for a quote and recieved a reply the next day. My representative Glenn took my information and reviewed what I wanted and got back to me (again the next day) with my quote for the lowest possible rate for the things I wanted. He was friendly, professional and quick. Ive double my coverage and am saving $200 on my insurance. Im very pleased.

Ye
Review №35

I had great experience with Benefit Source Insurance Services. Everything was very good organized, simple to follow. They gave me excellent choice for car insurance - I switched my old one to what they suggested and saved $800 for year! Thank you guys!

Ma
Review №36

Sully at BenefitSource was so professional throughout the process of helping us get homeowners insurance. He found a great company at a great price to insure our home. I would highly recommend him!

An
Review №37

Glenn is going to be my insurance advisor for a very long time. He is so professional and provides a personalized touch to his service. This is a luxury these days

Be
Review №38

I cannot speak highly enough about Jesse Gallegos at BenefitSource. He is always available to answer questions to ensure I have all the knowledge needed to make the best decision possible. I refer him to friends, family, and clients. Always great service with attention to detail. Highly recommended!

Ka
Review №39

Wonderful service! Very kind staff! Thank you so much for the great insurance rate! I am very happy!

Ka
Review №40

Unbelievable quality, customer service and knowledge! I have never been more impressed byThe service I received from Candace in my home owner’s insurance purchase. She was actually a Godsend! I was stuck in an overpriced policy with no relief in sight until I met Candace. She saved me over $2,500.00. I did not think it was possible but she made it happen. She can make it happen for you as well. CALL CANDACE and let her be YOUR MIRACLE WORKER!!! YOU WILL BE SO GLAD YOU DID!!

Ti
Review №41

Sully, was fast and helpful. Saved us a lot of money. Been over paying years. Now we have more and better coverage for less money. Best decision to change.

le
Review №42

I have to say I am beyond satisfied with the exceptional care and attention I received from Richard Rafael! He answered in wonderful detail every question I had and was so patient with me. I truly appreciated it. He was able to cut my auto insurance price but Double my coverage! I’m very thankful I was referred to such an awesome advisor. Thanks so much Richard!

Li
Review №43

Richard Rafael at BenefitSource is amazing. He responded promptly all the time to our emails. He took a lot of time to thoroughly explain our options and made recommendations to insure we had adequate coverage regardless of whether we signed a policy with him or not. All this without any pressure! We ended up getting an umbrella policy through him and keeping our current auto coverage but will definitely keep his contact info for the future!

Ja
Review №44

Sully is extremely helpful and super responsive to all questions! Was able to save me money on my homeowners. Awesome to work with!

Pa
Review №45

Kandyce Williams was extremely helpful in finding us car, house and umbrella coverage insurance. She was fast, responsive and worked effectively to get us better coverage on the house for less money. Would totally recommend her to anyone that is looking for insurance coverage.

Ca
Review №46

From start to finish Richard went above and beyond to make sure my questions were answered. It was a pleasure working with him and he has honestly earned the tag of, “My Insurance Guy.” I definitely plan to reach out to him for any of my future insurance needs. If you’re looking into Car/Rental insurance, at the very least give BenefitSource a call and ask for Richard. Soon enough he will be your insurance guy too!!psst. He is also Uncle Dave approved!-Cam

Mi
Review №47

Glenn was so helpful! I follow Dave Ramsey and his way of handling finances. I spoke with Glenn on about three different occasions. He reviewed Dave Ramseys recommendations for insurance coverage and the why behind it, reviewed my familys current coverage (auto and renters), and answered my many questions. He definitely has the heart of a teacher! He responded to emails and returned my calls right away. Im so glad my family now has the best coverage and we saved by switching.

Ma
Review №48

I worked with Suzanne and she was very responsive and helpful with all of my questions. Working with her I felt a genuine interest in selling me the right product for me.

Ka
Review №49

Sully has been my insurance broker for several years now and I am constantly impressed with how helpful and knowledgeable he is! I am also greatful that he is always able to find just what I’m looking for at the best rate possible. Thanks for your care and dedication Sully!

Ke
Review №50

Obtaining quotes and setting up new policies was a breeze with Glenn helping me! He is pleasant, professional, and made the whole process simple. Ive already referred him to a few friends. I highly recommend using his services!

Ad
Review №51

Sully Miskinyar helped me tremendously! He Was able to find the right vehicle insurance And I was able to save money! Sully worked very diligently and provided me with options. Excellent customer service and amazing, and smooth experience.

Jo
Review №52

I was very pleased with the experience I had with Richard in obtaining Auto and Home Insurance. He was very patient and knowledgeable. He provided me with down to earth information so that I could make a logical decision on the coverage that I needed to acquire. I will definitely refer him to family and friends.

Ar
Review №53

Great service! I was recommended to BenefitSource by Dave Ramsey so I gave it a shot. The process was easy and I was given a quote the same day. I ended up switching from AIS to BenefitSource. I highly recommend their service.

Er
Review №54

I truly enjoyed working with Dennis Bruce at Benefit Source to redo my insurance coverage. Not only did he save us money we got better coverage too. He took the time to explain everything and I never felt rushed for a decision. I highly recommend this company to help you make sure you are not overspending on your insurance coverage.

Vi
Review №55

Carson Beach has been a pleasure to work with. He carefully assessed my current and long-term insurance needs; offered multiple solutions, and worked with me to identify the best solutions for my personal and business needs. He then worked with me take the necessary action steps in a timely manner. It is no wonder that he came highly recommended as an ELP from Dave Ramsey!

Jo
Review №56

David and his team are great. I received great service and a great plan for an affordable rate.

Cl
Review №57

Sully Miskinyar was very helpful. I needed a policy ASAP and he got it back to me within minutes! He was very knowledgeable and gave me great options to choose from. Thank you!

Ch
Review №58

Sully was very helpful and easy to reach when I had questions about car insurance. He was able to save me money and get me better coverage than I was receiving.

Ma
Review №59

Love working with Sully. He is great and saved me lots of money. I highly recommend him to my friends and family. Thank you Sully. M.Max Arsala

Ja
Review №60

I have Benefit Source provide all my home insurance needs. Travis is quick to call you back and hell find the best company for your needs. I will keep doing business with Travis at BenefitSource Services for all my future needs.

B.
Review №61

Richard Rafael was very helpful in providing competitive quotes for our Home, Auto and Earthquake needs. Im happy that BenefitSource is in partnership with Dave Ramsey which is how my husband and I found them and thankful that we did because the quotes he came back with helped save our family money.

Pe
Review №62

Kandyce was quick to respond, had a quote the next day and then set up insurance with the escrow, notified the lender all without my asking or follow up.

Se
Review №63

Before working with benefit source, I never knew how much I was over paying for insurance. I was never pressured into a policy and they spend the time teaching you. So you truly understand what your paying for and that if an accident happens, you know what is covered. I was over paying before and for very poor insurance. Now I pay less and have great insurance.

Ha
Review №64

Travis is awesome, he is very helpful. He gave me a good amount of quote to choose from. Straightforward and fast service

Lo
Review №65

Carson Beach has been great to work with! He also saved me $600/year on auto insurance, with better coverage. I highly recommend his services

Na
Review №66

Excellent costumer service, they wont sell you anything for the sake of selling or gaining costumers, they are there to help you. Honest people in a world of untrustworthy who are there to just make money! Cant recommend enough!

To
Review №67

Great service from Glenn and saved hundreds of dollars on home and auto insurance. Also worked hard to get me great rates on life insurance. Thanks, Glenn!

Ce
Review №68

The only reason I decided to get home auto insurance through this office was because theyre listed with Dave Ramsey. Last year I did a home refi and got the run-around with the Jessie Gallegos and his team from this office. There was very important docs that they didnt have to supply my lender and they kept blaming each other. They dropped the ball and passed the buck back and forth. The respond time with emails and phone calls are very slow and you have to call every week to have them get things done. This year I had to refi again and went through the same issue with the same Team. Jessie G. blamed his secretary for not forwarding to docs to my lender, then she blamed someone else. They never received the emails that I sent over and over to both Jessie and staff. It was a mess. This company is great at getting you a good quote initially, but when it comes to paper work and helping with any issues they trip over themselves and blame each other. So I then shopped for another insurance company thinking that I would have to pay way more for insurance BUT it turns out that I was overpaying by a lot with this company. Im saving about $900 with more auto and home insurance(with earthquake coverage) with AAA. I feel these people need to get re-trained and evaluate the company as a whole. Most of there business comes from Dave Ramsey referrals and not word-of-mouth. Dave needs to re-evaluate this office.

Ch
Review №69

I had Johnny help me with some insurance quotes. He was very responsive, did not push and made sure everything was taken care of. I never felt “sold to”, and felt like it was more about service than making a sale. Terrific experience and I ended saving money. Double win!BenefitSource leveraged technology to make it easy to do business remotely. The company that they helped me get a policy with had my new policy documents to me in 3 business days and was a well received company after doing online research, so this made me feel even better.Would recommend this brokerage and Johnny.

Gr
Review №70

Fantastic service. Cindy was exceptional; went above and beyond to find us better coverage all at a lower rate than weve been paying for way too long!

Do
Review №71

Glenn is an amazing person and agent. Made everything smooth from transitioning from my old insurance which was expensive to what I have now. Not just that but we upgraded a little and still was cheaper. Service was more than what I had ask for. Thank you so much for making things easy not just for myself but also my family also being honest the whole time. God Bless

Ch
Review №72

Suzanne has been awesome, super responsive and also patient when responding to my questions. Would definitely recommend!

Sa
Review №73

Denise has been so helpful and very expedient with my quotes! I never felt like I was being pressured or sold and she ended up saving me A LOT of money when my own insurance wouldnt work with me. I highly recommend using BenefitSource. You wont be displeased.

St
Review №74

Glenn and his team are super helpful, thorough and quick! I appreciate that they will continue to review my policies to ensure I am well covered and have the best price. Definitely recommending to a friend!

Ja
Review №75

This is the best place ever. My experience was over and above. Glen Walden was the greatest ! I highly recommend this company! 10 stars ⭐️ In my book. Thank you and many blessings!!Just want to add that Glenn Weldon is great. My experience continues to be over and above. Thank you so much 😊

Sa
Review №76

Richard Rafael is amazing!!!! He was super knowledgeable, professional but at the same time very humble. He did not make me feel pressured in any way and he went out of his way to double check things that I had questions about. Thank you so much!!

Gr
Review №77

I had the best experience with Glenn. Not only did he provide impeccable service but he was efficient and thorough. He saved me $800 a year with more coverage. I will always go through Glenn for all my insurance needs.

St
Review №78

I was able to work with Sully to find better pricing for my auto insurance. Sully was very helpful along the way and incredibly patient despite my own blunders or misunderstandings.

El
Review №79

I have nothing but good things to say about my experience with BenefitSource. Customer service was nothing but quick, fair, and extremely professional. Its very hard to find good people to do business with, let alone great customer service. The agents here are very helpful and patient when explaining coverage options.They offer the best rate for whatever you may need. The best thing about this company is that they work with so many carriers, there are always options available. Unfortunately, I had to move out of state, so now I have to look for a new agent.

er
Review №80

Travis is great. Handles all of my insurance. Great service - always on it!

Da
Review №81

It was great working with David S. He was very helpful and go me the best prices.

Ma
Review №82

I had the pleasure of working with my agent Denise. She helped me with a life policy and made the process simple and easy. I’ve always wanted to have an insurance agent who understands the field and give educated advice. Luckily I found her. I look forward to working with BenefitSource for many years to come.

Na
Review №83

Richard was a great teacher! He helped me to learn about the specific limits I should have in my polices and geared that with the purposes of my own heart, as my wife and me are doing our best follow Dave Ramsey in order to live like no one else!.

Mi
Review №84

Great service and definitely the heart of a teacher. It was my first time pricing out motorcycle insurance and Daniel was very helpful and help me understand the difference between that and auto coverage. He helped me find the best deal with the coverage I needed

Fe
Review №85

Getting a quote and insurance was a smooth and easy process. I would recommend benifitsource for your insurance needs.

Br
Review №86

Had the please of speaking with Denise. Benefit Source is a Dave Ramsey affiliate. I called Denise trying to get a quote for cheaper car insurance and she went above and beyond to explain to me things about car insurance that I knew nothing about. In the end I ended up switching agents to her and couldn’t be more happy!

Je
Review №87

My representative Glenn was helpful, experienced, polite and worked hard to find me the insurance I needed in my budget. Shopping around for insurance is so time consuming and can be frustrating. Glenn did all the leg work for me delivered awesome results! I am truly thankful to have found a great person and company to work with that I can rely on and trust. Thanks Glenn!

Ca
Review №88

Denise was great! She helped me research new policies and was quick to get back to me. I ended up with a better rate and more coverage.

St
Review №89

Carson Beach has been a please to do business with. Besides the betterprices on my insurance, the customer service has been outstanding. Highly recommended!

Pa
Review №90

It was a complete pleasure working with Suzanne Fillerup. She was professional, timely, and absolutely committed to meeting the needs I was looking for. I recommend her and would definitely work with her in the future again.

Li
Review №91

Glen Weldon gave us incredible service! He addressed all of our concerns and answered all of our questions without getting impatient with us.

Ch
Review №92

Honest opinions, nothing biased! Highly recommend, 5 stars!! He was able to cut my insurance in HALF!

Bo
Review №93

Alan Riley was so helpful and got a lower premium with better auto insurance including roadside assistance. He was NEVER a nuisance and ALWAYS got back to me quickly with the answers to all my questions. I Highly recommend this company and Alan Riley

sc
Review №94

Exceptional customer service

Da
Review №95

Really helped out to meet all of our needs, as well as save us over $1000/year by finding a company that suits us better and even got more coverage.

Ni
Review №96

Glenn was able to find me a great deal on my current home insurance. Double the benefits for the same price!

Ro
Review №97

Dennis has been wonderful in helping my husband and I get insurance! He is thorough and informative.

Da
Review №98

Saved money and got more coverage. Very knowledgeable and helpful!

Sa
Review №99

This is an agency that puts customers first. The agents and the customer service reps are wonderful to work with. My agent explains coverage to me in a way that I can understand and appreciate. When I had a claim, the customer service rep walked me through the process and was there fore me every step of the way. This is how every insurance agency should be!!!

Ca
Review №100

Daniel was thorough, knowledgeable and moved quickly on my need. I definitely recommend working with him.

Information
6 Photos
100 Comments
4.9 Rating
  • Address:28 Argonaut #100, Aliso Viejo, CA 92656, United States
  • Site:http://www.mybenefitsource.net/
  • Phone:+1 949-215-5431
Categories
  • Auto insurance agency
  • Insurance agency
  • Commercial agent
  • Health insurance agency
  • Home insurance agency
  • Income protection insurance
  • Insurance broker
  • Life insurance agency
  • Motorcycle insurance agency
  • Renter's insurance agency
Working hours
  • Monday:8am–5pm
  • Tuesday:8am–5pm
  • Wednesday:8am–5pm
  • Thursday:8am–5pm
  • Friday:Closed
  • Saturday:Closed
  • Sunday:8am–5pm
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