Business Details
37 Years
experience
Your Trusted Insurance Partner in Santa Cruz
Cecy Insurance Services has specialized in health insurance solutions since 1989, offering personalized service to individuals, families, and businesses. With over 25 years of experience, our team combines industry expertise with a commitment to providing cost-effective, tailored insurance plans. We are proud members of the National Association of Health Underwriters (NAHU) and the National Association of Insurance and Financial Advisors (NAIFA), reflecting our dedication to professional excellence. Our services include health, life, disability, and Medicare insurance, as well as employee benefits and compliance assistance. We prioritize client education and support, ensuring clients understand their coverage options and make informed decisions.Our team includes licensed professionals with decades of experience in insurance and human resources, providing a deep understanding of client needs. We serve Santa Cruz County and surrounding areas, offering personalized consultations to help clients navigate the complexities of insurance. Our mission is to simplify the insurance process, allowing clients to focus on their personal and business goals. We maintain strong relationships with top insurance carriers to deliver reliable, comprehensive coverage options. With a focus on integrity and long-term client relationships, we strive to be the trusted partner for all insurance needs.
Services
Health Insurance
Life Insurance
Disability Insurance
Medicare Plans
Business Insurance
Employee Benefits
Travel Insurance
Dental Vision Plans
Retirement Plans
Compliance Assistance
Details
- Year established: 1989
Highlights and features
- We have over 25 years of experience in health and employee benefits insurance.
- Our team includes licensed professionals with expertise in compliance and HR management.
- We offer personalized consultations to match clients with tailored insurance plans.
- We maintain partnerships with top insurance carriers for comprehensive coverage options.
- We prioritize client education and long-term relationships over transactional interactions.
Services
Health Insurance
We provide individual and family health insurance plans tailored to your needs. Our services include navigating Affordable Care Act regulations, network provider selection, and plan comparisons. With partnerships across top carriers, we ensure access to HMO, PPO, and HDHP options with HSA compatibility for tax-efficient healthcare spending.
Medicare Plans
Our Medicare specialists help seniors and qualifying individuals select Supplement, Advantage, and Part D prescription drug plans. We guide clients through enrollment timelines, coverage gaps, and annual re-evaluations to ensure optimal protection. Our expertise includes compliance with Medicare regulations and cost-effective plan comparisons.
Business Insurance
We offer comprehensive group health, dental, vision, and life insurance solutions for small and large businesses. Our services include compliance assistance, retirement plan integration, and voluntary benefits consultation. As independent brokers, we shop multiple carriers to find the best coverage-price combinations for employer groups.
Life Insurance
We help clients secure financial futures through term and permanent life insurance policies. Our services include estate tax planning, retirement income strategies, and policy comparisons across leading carriers. We emphasize long-term financial security for families and business continuity for organizational clients.
Travel Insurance
We provide travel medical insurance solutions for domestic and international trips. Our policies cover emergency medical treatment, evacuation, and unexpected illnesses during travel. Options include short-term plans for vacationers and long-term coverage for extended stays, ensuring peace of mind while away from home.
People
Brian Cecy
Agency Principle/Broker
Brian Cecy founded Cecy Insurance Services in 1990 after a career in business ownership. With 25+ years in insurance, he holds RHU and LUTCF designations and serves as a past president of the Santa Cruz County Association. He specializes in health, life, and employee benefits insurance.
Sue Belanger
Senior Account Manager
Sue Belanger brings 25+ years of human resources and benefits management experience to her role. Licensed since 2006, she specializes in small group insurance solutions and received Health Net's Outstanding Performance award in 2010. She focuses on client education and compliance support.
Roxane Gardner
Senior Account Manager
Roxane Gardner has over 16 years of insurance experience, specializing in ACA compliance, claims advocacy, and enrollment support. She joined Cecy Insurance in 2014 and services accounts ranging from 5-500 employees, emphasizing client education and personalized support.
Questions
What types of insurance do you offer?
We offer health, life, disability, Medicare, travel, and business insurance, including employee benefits like dental, vision, and retirement plans.
Do you work with both individuals and businesses?
Yes, we provide personalized insurance solutions for individuals/families and comprehensive coverage options for small to large businesses.
Are you affiliated with specific insurance carriers?
As independent brokers, we partner with multiple carriers to find the best coverage-price combinations without being tied to any single provider.
How do you help with Medicare enrollment?
We guide clients through Medicare Supplement, Advantage, and Part D enrollment, explaining coverage options and ensuring timely applications within eligibility periods.
Do you serve areas outside Santa Cruz County?
While our primary focus is Santa Cruz County, we provide insurance services to clients across California through our state-wide licensing.
Reviews (1)
Arturo Lomeli
Dec 05, 2021
Report
Professional and very responsive to our needs from the first inquiry to the solutions for our insurance needs.
