For Personal Assistance Call: 760-696-3573, M-F 9:00 AM to 5:00 PM contact us

Individual Insurance Testimonials

I’ve been working with Benefits by Design for many years and I appreciate their timely responsiveness, their thorough knowledge, and their excellent service.  They have gone above and beyond in their help, and I’m grateful for their care.

Individual Insurance Customer
Marci Shimoff, Co-founder, Your Year of Miracles

For the last 20 years Susan Lundy has stood by me through job changes, marriage, back injury, kids and breast cancer – helping me through the many insurance changes and questions that came up during this all. Susan has always gone out of her way to help. Thank you so much for everything…. and here’s to 20 more years !!!! 🙂

Individual Insurance Customer
Eliza Perkins

Health is Personal – Your Health Insurance Should Be Personal Too

Group Benefits Testimonials

Benefits By Design helped save me $460/month. I am so grateful for Dana’s help, and your suggestions and encouragement in getting this done. Through this entire process, they have actually been much more helpful than my old insurance company ever was – for one thing, human beings answer the phone without having to wait endlessly and go through 10 levels of automation. Do you know if I get a full year at this rate? (*SL answers: Yes, unless you move to a new rating area or enter a new age bracket within this year.) I’m very pleased. Warm regards and thanks,

Individual Insurance Customer
Merle Weiner

We have been a client of Benefits by Design for the past 3 years.  Their personalized service tailored to our Individual employee benefit needs has been invaluable.  Their team has made the process of offering improved benefit coverage at cost-effective budgeting as well as easy to administer tools for annual reviews.  As a multi-tenant environment, we would gladly refer our clients to the excellent services of Benefits by Design.

Employee Benefits Customer
Marilyn L. Newton, Executive Business Center Larkspur

Your Company Is Unique – So Are
Your Employee Benefits Needs

“Benefits by Design has been instrumental in assisting us with our group insurance benefits.  Their knowledge about the insurance industry is invaluable and they are always there to respond to our needs…  As always, we appreciate the great service that you and the Benefits by Design staff provide.”

Employee Benefits Customer
Lisa Kidd, Mountain Vista Farm

Susan and her staff go above and beyond the service that I expected from an insurance broker. Her experience and broadbased knowledge of all aspects of insurance were of great assistance in providing our employees with the best insurance coverage at the right price. This is a broker who truly partners with her client.

Employee Benefits Customer
HR Professional

Susan and Greg have been incredibly professional and knowledgeable business partners. Considering their years of experience in the field, and true interest in providing the best solutions to their clients, I highly recommend them!

Employee Benefits Customer
Troy Pruyt, Designer, 78 Industries

Susan Lundy is my go-to person for any organization that needs health insurance benefits for its employees. She is not only smart and knowledgeable, but she also displays a level of integrity that never fails to impress me.

Employee Benefits Customer
Bob Goldman, Bob Goldman Planning

I was introduced to Susan in order to establish my new company’s Health Insurance plan and my personal Term Life Insurance and Disability Insurance plans. What really impressed me was that she recommended that I go to a direct writer (Northwest Mutual) for the Disability Insurance because they had better coverage that what her sources could offer! Throughout the 35 years I have done business with her, she has always provided outstanding service and advice.

Employee Benefits Customer
Lee Johnson, Lee Johnson International