Benefits by Design Email Format
InsuranceCalifornia, United States2-10 Employees
Benefits by Design is a California-based insurance firm that collaborates with small and mid-sized employers to design employee benefits programs that balance satisfaction with cost. The company develops customized group plans and benefits administration, sometimes adding specialized offerings such as Adoption Benefits, executive compensation arrangements, or pet insurance to fit specific needs. Founded in 2009 by Susan Lundy, Ph.D., CLU, and Greg Spellerberg, the business has been owned by Pamela Morton since 2017 and operates as Benefits by Design, Inc., under the trade name Benefits by Design Insurance Services. It is based in Larkspur, California. In 2020, the firm formed a collaboration with PocketPills Pharmacy Inc., signaling an expanded role in benefits-related services. The company serves a small clientele, focusing on tailoring benefit programs for employers seeking practical, cost-conscious solutions.