AEIS Employee Directory

InsuranceCalifornia, United States11-50 Employees

Advanced Estate & Insurance Services Inc. (AEIS) is an employee benefits brokerage firm. We are located in the San Francisco Bay Area and partner with employers throughout California.

We advise businesses with 2 to 500 employees on various types of insurance, which includes Medical, Vision, Dental, Disability, Life / AD&D, and Key Person and Buy-Sell Life Insurance. Being based in Silicon Valley, we are experienced with ensuring our clients’ out-of-state employees are properly covered and that their company complies with the employment and benefits laws of all necessary states.

With over 30 years of expertise, we are prepared for the needs of every industry and ready to support your growth at any stage. Our holistic process is aimed to help your company navigate change. AEIS is more than simply an insurance brokerage - it is having an insurance strategist, advocate, and advisor set on helping you and your company thrive.

Our purpose is to help our clients create better financial outcomes. This is not only what we do, but this is what our clients expect from us. We know that better outcomes mean something different to every organization. We’ve learned that most clients come to us to help them overcome three main challenges that are getting in the way of them achieving better financial outcomes: Time, Talent, and Clarity. Businesses these days start the morning with 10 things to do and only the bandwidth to do 8. Our clients believe if they can free up their team’s time they can achieve their goals faster without using more resources.

Find AEIS employees' phone numbers or email addresses

AEIS Global Highlights

Location
Employees

North America
27

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  • United States Of America
    26
  • Dominican Republic
    1

Europe
4

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  • France
    4

South America
1

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  • Brazil
    1

AEIS's Leadership

  • Stylized image of a person
    K. B.
    Personal Account Manager
    Phone icon
  • Stylized image of a person
    K. B.
    Office Manager
    Phone icon
  • Stylized image of a person
    C. B.
    Renewal Strategist
    Phone icon
  • Stylized image of a person
    A. L.
    Sales
    Phone icon
  • Stylized image of a person
    M. M.
    Business Development At Aeis Llc
    Phone icon
  • Stylized image of a person
    B. A.
    Teacher
    Phone icon

Contact profiles from AEIS

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Personal Account Manager
    Phone icon
    United States
    Nov 17, 2025
  • Stylized image of a person
    K. B.
    Office Manager
    Phone icon
    United States
    Jul 25, 2024
  • Stylized image of a person
    C. B.
    Renewal Strategist
    Phone icon
    United StatesTexas
    Nov 24, 2025
  • Stylized image of a person
    A. L.
    Sales
    Phone icon
    United StatesNew Jersey
    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Business Development At Aeis Llc
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    B. A.
    Teacher
    Phone icon
    United States
    Nov 24, 2025

Frequently Asked Questions

What is AEIS known for?

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AEIS was founded in 1985 operates in the Insurance industry. The company's main headquarters is located in 306 Sixth Avenue, Suite b; you can contact the main corporate office by phone at . Explore AEIS's company overview page for more information.

What is AEIS's most common email format?

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AEIS employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AEIS email formats with LeadIQ.

How many employees does AEIS have currently?

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AEIS has approximately 19 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are AEIS's key employees and leadership?

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As of December 2025, AEIS's key employees include:

  • Personal Account Manager: K. B.
  • Office Manager: K. B.
  • Renewal Strategist: C. B.
  • Sales: A. L.
  • Business Development At Aeis Llc: M. M.

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