To help clients maintain a competitive benefits program that is valued by their employees, Essential Exchange Insurance Services will provide traditional brokerage and consulting services for health and welfare programs. The company will also take benefits communication to the next level by helping to educate and engage the workforce through employee benefits consulting, employee advocacy services, employee communications, vendor management and negotiations, compliance and legislative guidance and strategic business partnerships.
“I spent over 15 years with top-10 insurance firms learning the intricacies of client service and building my reputation on experience, integrity, professionalism and unwavering client advocacy and service,” said Cathy Little, principal of Essential Exchange Insurance Services. “Today, I am excited to be unleashing my entrepreneurial spirit and building a business that gets back to the basics by delivering the highest level of customer service, excellence and value to my clients. My proactive approach is simple: focus on helping clients increase employee satisfaction and decrease the time and cost spent on their benefit plans.
Along with all aspects of developing and growing a book of business, including the acquisition of new clients and the design, placement and management of employee benefit programs, Essential Exchange Insurance Services will provide the quality service that clients have come to expect from a trusted advisor. Clients of Essential Exchange Insurance will benefit from being kept current on compliance requirements and the impact of federal and state legislation on their business.
“We are committed to a proactive and strategic approach to client management,” added Little. “Unlike typical brokerages, at Essential Exchange Insurance we go well beyond just shopping rates and waiting for a renewal date to start thinking about what is best for our clients.
“We have the ability and knowledge to provide service at every level. From serving as an HR/benefits back office and handling day-to-day benefit administration, providing HR assistance, compliance audits and assisting in the implementation of technology platforms such as HR and employee portals, Essential Exchange Insurance is the solution for reducing HR workload and managing administration more efficiently.”
For a complete list of services and more information, call Little at 925-984-5400 or visit www.eeinsuranceservices.com.


