Pam Morton

Pam Morton | Health Insurance & Employee Benefits | CA License #0C73700 | Benefits by Design, Inc.
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Health Insurance & Employee Benefits
CA License #0C73700
Benefits by Design, Inc.
700 Larkspur Landing Circle, Suite 199
Larkspur, CA 94939
cell 415.488.3211
fax 888.730.6949

1.  In one or two sentences, please describe your business.

Benefits by Design is a Health Insurance and Employee Benefits broker.  We work with businesses and individuals to simply benefits and find cost effective solutions to provide health care security.

2. Why are you doing what you are doing?

I worked on the corporate side of Health Insurance for 25+ years and decided it was time to use my knowledge to help my own clients.  

3. Give a brief narration of your experience that sets you up to be the Go-To Person for this product or service.

I have the experience, the knowledge, and the desire to help our group with anything related to health insurance or Employee benefits.  I can help people during open enrollment to analyze their health benefits and make an informed choice.  I can help people who are getting ready to retire find the best Medicare supplement or Medicare Advantage plan to complement their Medicare and Part D prescription drug coverage.  And I can help our members who have their own business with analyzing their employee benefits to make suggestions on how they can accomplish their objectives to have motivated employees who feel they have great company benefits.

4. What are the 2-3 things that you like most about your business?

That I can help people personally with my knowledge and expertise about a topic that most people don’t understand very well.  It is satisfying to simplify things for people and make them happy about their health care decisions.  This is true for working with both individuals and businesses because in the end, health care or health insurance is personal.  I like talking to people – I’m a real people person and I spend a lot of time doing that.  I love being a small business owner and making decisions on finance and marketing that impacts my success.

5. Do you have future plans . . . or is there another question you would like to answer?

My future plans are to grow my business over the next 10 years to be a well known health insurance and employee benefits broker in Marin, Sonoma, and Napa counties.  Right now we are pretty small.