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Applied General Agency - aga
AGA is dedicated to helping agencies and brokers build their best business. Our mission is to empower our independent agents and agencies with the best training, technology, and sales tools needed to succeed. By partnering with AGA, you’ll spend less time doing things that don’t make you money and more time doing things that do.
aga OWNER AND PRESIDENT
Patrick Rodriguez
OWNER AND PRESIDENT
Patrick has been navigating the ins-and-outs of the independent agent marketplace for over 30 years. He founded AGA in 1993 with the intention of providing unprecedented value to overworked agents who had more obligations than time. With the support of a full back-office team, Patrick knew he had the vision and tools to
OWNER AND PRESIDENT
Patrick has been navigating the ins-and-outs of the independent agent marketplace for over 30 years. He founded AGA in 1993 with the intention of providing unprecedented value to overworked agents who had more obligations than time. With the support of a full back-office team, Patrick knew he had the vision and tools to make quality agents even more successful. By always striving for innovation and increased levels of service, he has kept AGA at the forefront of the industry, all while inspiring AGA employees to maintain the highest levels of integrity and dedication to our client’s success.
aga team members
Dulce Tee-sy
Dulce Tee-sy
Dulce Tee-sy
Regional Sales Manager
Inland Empire, CA & Southwest States
I have had a very successful career at AGA for over 14 years. I have experience in many departments which gives me an advantage in supporting my agents and agencies.
Growing not only with the company but watching my territory and agencies grow is rewarding. I focus on supporting m
Regional Sales Manager
Inland Empire, CA & Southwest States
I have had a very successful career at AGA for over 14 years. I have experience in many departments which gives me an advantage in supporting my agents and agencies.
Growing not only with the company but watching my territory and agencies grow is rewarding. I focus on supporting my agents through education, business planning, and seeking out opportunities to support seniors in their communities.
I am likeable and enjoy working and helping people. I pride myself on maintaining good relationships with those I work with and support.
a: 1040 N Tustin Ave, Anaheim, CA 92807
p: 323.439.3572
Jo Nelson
Dulce Tee-sy
Dulce Tee-sy
Vice President of Sales
I am a passionate and enthusiastic member of our executive team, leading our sales efforts with out-of-the-box thinking and strategic planning.
a: 1040 N Tustin Ave, Anaheim, CA 92807
p: 714.975.3302
Louis Valladares
Louis Valladares
Louis Valladares
Regional Sales Manager
Orange County & Northern CA
With over 16 years of Medicare Sales experience, I have expertise in Tele-sales, Field-sales and management. I am bilingual, speaking both Spanish and English.
My strong relationship skills within the industry help me to support and grow successful agents and agencies. I am a team player,
Regional Sales Manager
Orange County & Northern CA
With over 16 years of Medicare Sales experience, I have expertise in Tele-sales, Field-sales and management. I am bilingual, speaking both Spanish and English.
My strong relationship skills within the industry help me to support and grow successful agents and agencies. I am a team player, resourceful, competitive and grateful.
I am a California native raised in Hacienda Heights and now living in Fullerton with my wife, my chocolate lab and my two-and-a-half year-old baby girl.
a: 1040 N Tustin Ave, Anaheim, CA 92807
p: 714.348.0255
Melissa Carrillo
Louis Valladares
Louis Valladares
Regional Sales Manager
San Diego County, CA
I am a Californian native, growing up most of my life in San Diego. I have been in the business for over 10 years and I find helping agents and agencies develop their business to be very rewarding. My sales and management background coupled with building my own business as an independent agent th
Regional Sales Manager
San Diego County, CA
I am a Californian native, growing up most of my life in San Diego. I have been in the business for over 10 years and I find helping agents and agencies develop their business to be very rewarding. My sales and management background coupled with building my own business as an independent agent through grassroots marketing and referrals has given me a unique edge on how to support and mentor others.
I understand sales, and I understand the challenges insurance professionals face. These experiences, including my time as an Agency Development Manager, gave me the skills that I can now teach to agents and agency partners. I will not only help you to start your business, but grow it for the long term. When I am not working I enjoy exploring new places with my family and finding new hiking trails.
a: 1040 N Tustin Ave, Anaheim, CA 92807
p: 619.717.0968
Benefitmall general agency
Next Generation Broker Services
BenefitMall gives you less of what holds you back and more of what makes you great—empowering YOU with a true General Agency experience to ensure your success
Benefitmall leadership Team
Brian Sullivan
Brian Sullivan
Brian Sullivan
Market Director, Southern California
Brian Sullivan is a seasoned professional in the wellness, employee benefits, and healthcare industry and has served the needs for large businesses, small employers, and individuals for over 25 years. Over the last 15 years, he has worked as an executive with three of the largest insurers in the nation.
Market Director, Southern California
Brian Sullivan is a seasoned professional in the wellness, employee benefits, and healthcare industry and has served the needs for large businesses, small employers, and individuals for over 25 years. Over the last 15 years, he has worked as an executive with three of the largest insurers in the nation. Sullivan is an accomplished writer in the area of employee benefits and healthcare, and a dynamic speaker who has delivered dozens of educational and entertaining talks to thousands of participants all over the country. He excels in sales training, sales leadership, and public speaking skills.
Products & Services:
Headquartered in Dallas, BenefitMall is the largest employee benefits general agency, partnering with a network of 20,000 brokers to deliver employee benefits--health insurance, voluntary benefits, and consumer-directed healthcare--to more than 200,000 small and medium-sized businesses. Founded in 1979, BenefitMall leverages innovative technology backed by human expertise to provide a seamless selling experience for its carriers, brokers, and their clients. BenefitMall is part of CRC Group’s Life, Retirement and Benefits Solutions division, a leading national wholesale distributor of specialty insurance products.
Social Media Links:
a: 21550 Oxnard Street Woodland Hills, CA 91367
p: 818.226.6511
Mike Suess
Brian Sullivan
Brian Sullivan
Market Director, Northern California
Mike Suess joined BenefitMall as the Northern CA Market Director in March of 2018. Under his leadership, BenefitMall has seen unparalleled growth in NorCal over the last five years--thanks to the great people on our team and the loyal broker partners we have the privilege of working with on a daily bas
Market Director, Northern California
Mike Suess joined BenefitMall as the Northern CA Market Director in March of 2018. Under his leadership, BenefitMall has seen unparalleled growth in NorCal over the last five years--thanks to the great people on our team and the loyal broker partners we have the privilege of working with on a daily basis. BenefitMall is nothing without our brokers.
Products & Services:
Headquartered in Dallas, BenefitMall is the largest employee benefits general agency, partnering with a network of 20,000 brokers to deliver employee benefits--health insurance, voluntary benefits, and consumer-directed healthcare--to more than 200,000 small and medium-sized businesses. Founded in 1979, BenefitMall leverages innovative technology backed by human expertise to provide a seamless selling experience for its carriers, brokers, and their clients. BenefitMall is part of CRC Group’s Life, Retirement and Benefits Solutions division, a leading national wholesale distributor of specialty insurance products.
a: 21550 Oxnard Street Woodland Hills, CA 91367
p: 925.448.3481
Word & Brown General Agency
A general agency that does it all, including providing the tools
and resources to make falling in love with us that much easier. With 35+ years of insurance sales and back office support experience, we're dedicated to serving brokers – and delivering Service of Unequalled Excellence.
Partner with Word & Brown, and be ready for what’s ahead.
Word & Brown leadership Team
Michele Isaly
Vanessa Benitez
Vanessa Benitez
Regional Vice President Orange County area
Michele’s passion for sales and relationship building have helped the Orange County sales team reach new heights.
Michele successfully built a solid foundation in Orange County by implementing her unique business strategy and driving new premium growth, while also achieving record retention. She
Regional Vice President Orange County area
Michele’s passion for sales and relationship building have helped the Orange County sales team reach new heights.
Michele successfully built a solid foundation in Orange County by implementing her unique business strategy and driving new premium growth, while also achieving record retention. She has been instrumental in providing leadership, process refinement, and team unity to Word & Brown. In her current role, she continues to focus on business development strategies, while working with other members of the Orange County team to expand key agency relationships.
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term
Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Orange County
a: 701 South Parker, Orange, California 92868
p: 800.869.6989
Vanessa Benitez
Vanessa Benitez
Vanessa Benitez
Regional Vice President San Diego area
Vanessa Benitez, the Regional Vice President (RVP) in the San Diego area, is expanding her role to include oversight for the Inland Empire. During her 14 years at Word and Brown, Vanessa has demonstrated a continuous commitment to brokers, the clients you serve, the health insurance industry, and ou
Regional Vice President San Diego area
Vanessa Benitez, the Regional Vice President (RVP) in the San Diego area, is expanding her role to include oversight for the Inland Empire. During her 14 years at Word and Brown, Vanessa has demonstrated a continuous commitment to brokers, the clients you serve, the health insurance industry, and our organization. Under her leadership, sales in the San Diego region have grown more than 250%, and she and her expanded team in the Inland Empire are looking to achieve similar results.
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term
Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: San Diego County
a: 3131 Camino Del Rio North, Ste. 820
p: 800.397.3381
Cindy West
Vanessa Benitez
Daniel Pierce
Regional Vice President Los Angeles, Ventura, Santa Barbara, San Luis Obispo, and Kern counties areas
Cindy West has over 25 years of industry experience starting at Blue Cross of California. Cindy’s knowledge and drive earned her multi-year recognition as a top regional and national sales leader. She joined a start-up insurer in 2012,
Regional Vice President Los Angeles, Ventura, Santa Barbara, San Luis Obispo, and Kern counties areas
Cindy West has over 25 years of industry experience starting at Blue Cross of California. Cindy’s knowledge and drive earned her multi-year recognition as a top regional and national sales leader. She joined a start-up insurer in 2012, achieving 200% business growth.
Cindy moved to Word & Brown in 2014 as Field Sales Director, and earned a promotion to RVP in 2017. She is active with LAAHU, SBAHU, and serves on the VCAHU board.
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term
Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Los Angeles, Ventura, Santa Barbara, San Luis Obispo, and Kern counties
a: 801 N. Brand Blvd., Suite 900 Glendale, CA 91203
p: 800.560.5614
Daniel Pierce
Daniel Pierce
Daniel Pierce
Director of Field Sales Inland Empire area
Daniel Pierce is a key member of the Inland Empire leadership team, Daniel Pierce has transitioned to the role of Director of Field Sales. Daniel’s focus continues to be agency growth and development. A 14-year veteran of The Word & Brown Companies, Daniel was previously an Inside Sales Represe
Director of Field Sales Inland Empire area
Daniel Pierce is a key member of the Inland Empire leadership team, Daniel Pierce has transitioned to the role of Director of Field Sales. Daniel’s focus continues to be agency growth and development. A 14-year veteran of The Word & Brown Companies, Daniel was previously an Inside Sales Representative, Director of Inside Sales, and Regional Sales Manager at CHOICE Administrators before moving to Word & Brown in 2017. His extensive expertise, carrier partnerships, and broker relationship insight will help us continue to attract new brokers and drive greater sales in 2021.
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term
Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Inland Empire Regional Office
a: 3633 Inland Empire Blvd., Ste. 525
p: 877.225.0988
Matt Leslie
Daniel Pierce
Matt Leslie
Regional Vice President Northern CA Regional Office
Matt Leslie is Regional Vice President at the Word & Brown General Agency in San Jose. The Northern California region encompasses 48 counties and stretches from the California-Oregon border south to Monterey, Kings, Tulare, and Inyo counties in Central California.
Working with sales and e
Regional Vice President Northern CA Regional Office
Matt Leslie is Regional Vice President at the Word & Brown General Agency in San Jose. The Northern California region encompasses 48 counties and stretches from the California-Oregon border south to Monterey, Kings, Tulare, and Inyo counties in Central California.
Working with sales and enrollment staff across the region, Matt provides expert broker training on Word & Brown’s diverse portfolio of health insurance and employee benefits products and services. He also helps brokers and employers understand changing insurance industry and health care regulations.
A California native, Matt entered the health insurance industry in 2012. He joined Word & Brown in 2017. He is active in the Northern California Employee Benefits Council (NCEBC) and a member of the Silicon Valley Association of Health Underwriters (SVAHU).
Previously, Matt was a co-owner and operator of a franchise restaurant and a golf professional.
Products: Health (Group, Individual, Medicare Supplement, Medicare Advantage), Short-Term
Medical, Dental, Vision, Chiropractic, Life, LTD, LTC, COBRA, HIPAA Compliance Services and Flexible Benefit Programs.
Serving: Northern CA Regional Office
a: 1737 N. First Street, Ste. 680
p: 800.255.9673
GA's & FMO Agencies
Cohesive Insurance Services
Peter Buechler CFP, CLU, ChFC, FLMI, AAPA President
Cohesive Insurance Services provides the agents and brokers we serve with client focused recommendations for Annuities, Life, and Disability Income and Long Term Care Insurance products. Our belief in always putting the client first has helped us create a brokerage agency committed to you
Peter Buechler CFP, CLU, ChFC, FLMI, AAPA President
Cohesive Insurance Services provides the agents and brokers we serve with client focused recommendations for Annuities, Life, and Disability Income and Long Term Care Insurance products. Our belief in always putting the client first has helped us create a brokerage agency committed to your long term success.
Our insurance planning and product knowledge coupled with strong carrier relationships ensures our brokers are always at the cutting edge of competitive products and client-centric solutions. Case design with an intense focus on helping you understand and easily explain the products you sell are paramount to both your and our success.
After the sale you can rest assured that your cases are being handled in a quick and efficient manner so that you can focus on what you do best... building and maintaining strong client relationships, all while keeping your costs down, increasing profitability.
At Cohesive Insurance Services we understand the care you take in assisting your clients meet their goals and we take that same care in ensuring we are doing everything possible to help you in exceeding your goals.
Products/Services: Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Linked Benefits, 401K plans
a: 2808 E Katella Ave #202, Orange, CA 92867
p: 714.406.3022