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BenefitSource Insurance Services, Inc.

28 Argonaut, Suite 100
Aliso Viejo, CA 85254

About BenefitSource


We Get Your Insurance Right.

Does the thought of hours spent looking for insurance make you want to pull your hair out?

Are you confused when it comes to finding a policy that fits your exact needs?

Do you need to lower your monthly expenses by finding a cheaper policy?

You're not alone! Good insurance at the lowest price can be almost impossible to find without the right help. Big insurance companies nowadays sell insurance in 'one size fits all' packages, meaning you aren't getting coverage tailored to your exact needs.

Here's the funny thing: these packages are often more expensive than tailor-made insurance. They also don't cover you for nearly enough! Most people are under-insured and under-protected, and they don't find this out until it's too late.

Protecting you and your family is why we're in business. We do all we can to get you the right coverage at the best prices.


A New Kind of Insurance Agency

"If you were in an accident and your car was a complete write-off, would you want to know in advance what the insurer would give you to replace it, or would you be open to a negotiated settlement based on the insurer's terms?"

"If you had to rebuild your home after a fire, would you care if your policy allowed for materials of similar kind and quality, or would you want a policy with coverage to rebuild using the same quality of materials and workmanship?"

These are the kind of questions we'll ask you before quoting a price. You see, we're not like the many so-called agents out there. We don't just match your current coverage and try to beat the price without seeing what you really need. When you give us a call, you get a personal insurance advisor that cares about you and is trained to work out the best way to protect you.


Why Customers Love Our Insurance Advisors

"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 up saving money. Double win!"

"Glenn is awesome. He helped me save $140 a month from state farm"

"This is the best experience I've had with a company. I've gotten my auto, home, and umbrella insurance through BenefitSource and the entire staff is always so friendly and knowledgeable. I couldn't recommend them more."


5 Quick Facts About Us

1. We're an independent agency so we're not tied to a single brand of insurance. We're free to shop around for the lowest quote for you.

2. You'll love our team of 25 advisors, all trained to the highest level of customer care.

3. We don't believe in complicating things. We know how busy you are, so we make sure we get a quote to you as fast as possible.

4. Since 2010, we've helped well over 7,000 Dave Ramsey fans with great insurance.

5. We use EZLynx, the best high-tech software in the business when it comes to servicing your policies. You have total access to review and make changes to your policies 24/7.


Want to know how to find the best insurance?

Read our insurance buyer’s guide