Success Stories & Case Studies

Trucking company located in Stockton CA


  • Cumulative cost savings of $694,010 from 2010 to Present
  • Improved benefits program in multiple areas
  • Able to retained a competitive benefit package to attract and retain highly skilled employees
  • Peace of mind

Working with Innovative, has provided us the peace of mind that we don’t have to worry about the ever-increasing cost of health insurance premiums.


Heating and Air Company located in Sacramento CA


  • First year premium savings of $48,109(29% below current) by utilizing Integrated Carrier Strategy℠
  • Improved office visit and prescription drug co-pays
  • Provided 3-year cost containment strategy
  • Improved employee understand of benefits package

We had been with our broker for over 7 years. The education, attention to detail, and innovation from Innovative Broker Service – I never even knew that these options existed. Our new program provides us peace of mind and path of sustainability.


Financial Services Company located in Sacramento CA


  • Cumulative cost savings of $1,667,200
  • 4-year rate increase average of 2.9% versus and industry average of +12%
  • Predictable results drive from innovative cost containment strategies
  • Improved profitability
  • Easy, simple administration, and greater employee satisfaction

From August to September, we looked at two other large/national brokerage companies. By going through process, we realized that no one is more responsive, innovative, thorough, and provided us a more comprehensive benefits program that what Innovative Broker Services has done for us.

~HR Manager

Community Hospital located in Northern CA


  • Became client from a large regional brokerage, cumulative cost savings of $1.4M vs. trend
  • 5 continuous years of rate stability, plan costs remain $64,771 lower when they become client
  • Improved benefits in all areas of their offering
  • Increased employee satisfaction with health plan which aided with attraction and retention efforts