You may not have heard of us, but we’ve been around for 20 years! We recently changed our name from “The Unified Broker’s Insurance Agency” to “Mindful Insurance Solutions” to better represent what we are about.
Our team started serving businesses 20 years ago providing consultation services to the broader business community, primarily focusing on nonprofits, where our passion for community service shines.
Each new client goes through our rigorous proprietary Mindful Assessment. From there, we develop customized programs based on each of our client’s unique situation and needs. We make sure that their investments in healthcare, workman’s comp, and commercial insurance are maximized, and in many cases, we save our clients thousands of hundreds of dollars!
Once you are one of our clients, every year we review your products and services and improve our service offering when possible. You can also expect a yearly performance review to further discuss your organization and it’s current needs.
We are fanatical about improving the world. We improve the lives of each and every person we meet and serve. We believe that kindness is important in our daily lives and we want to spread it.
We tailor insurance commodities for each organization. We create innovative strategies that make a deep difference in organizations and peoples lives. We save thousands of dollars for our clients. We increase the quality and reduce the cost of employee benefits.
About our President
Bill’s career started in Seattle in the early 80’s in business banking, with specialized training from the American Institute of Banking (AIB) and a finance degree from Columbia Pacific University.
Shortly after, Bill started volunteering in the community with United States Triathlon Series and a few years later, with Head Start. In 1985, Bill moved from Seattle, Washington to Davis, CA.
Bill has spent 20 years in the non-profit sector serving in a multitude of positions from line staff to executive roles. He thoroughly understands partnerships and collaboration and has proven his ability to bring groups and individuals together for a common cause throughout California. Bill was instrumental in utilizing a Domestic Peace Corps program, known as AmeriCorps, in social and health services, where it had never been done before. This effort led to maximizing nonprofit existing resources, therefore expanding services, and building partnerships throughout California.
Bill is highly recognized for his creative management solutions to address administrative, fiscal and program needs of non-profits. For the last fifteen years, he has served as a full-service broker and has a proven track record with current clients to reduce overhead, maximize employee benefits and increase efficiencies in all areas of non-profit administration.
Bill has been a guest speaker on several issues regarding leveraging existing resources, assessing liabilities of the organization, understanding benefits and developing tailored specific employee benefit packages with various organizations and for conferences.
Bill serves as the President and Chairman of the Board for Mindful Insurance Solutions, Inc. He is excited about his role and he acts as a change agent in many cases, negotiating strategically to benefit the clients.
Bill is also a council member for two insurance carriers specializing in non-profits and is an executive board member of the Region IX Head Start Association, Finance Committee Member of Yolo Hospice. In addition, Bill is a trainer for the California Head Start Association and advisor for the Training & Leadership Community.