About EVCO
EVCO Insurance Services, founded in 2005, brokers employee benefits and benefits technology. We’ve provided broker services long before the right technology allowed our groups to maintain total benefits transparency. We are proud to have shopped, identified, and selected benefit technologies that work as well for our company as for our client companies.
Clients genuinely realize better broker services beyond the typical broker suite when switching to EVCO and employees of our clients thank their employers for improving the all around benefits experience. We provide industry-leading employee benefits and HR solutions for small and medium size businesses across multiple industries by combining the expertise of our brokers with cutting-edge, web-based HR software.
We are committed to helping business owners administer and communicate benefits to their employees effectively and efficiently – while providing dedicated customer service and ongoing broker expertise.
MEET THE TEAM
Everett Lebherz
As President of EVCO Insurance Services, Everett is responsible for setting the overall vision of EVCO ensuring that we are adhering to our company philosophy to show clients how much we care.
A second generation broker, Everett was introduced to the health insurance industry at a young age. A graduate of St. Mary’s College of California, Everett formed EVCO Insurance Services in 2005 recognizing that many companies needed to be saved from outdated plans and renewal processes. Pioneering the virtual renewal, Everett made sure each client had the opportunity for an easy plan assessment every year. Most small businesses were not used to seeing data and proposals that were tailored to their company needs. Everett has since grown EVCO Insurance Services to over 300 clients with a team of successful agents, who are able to take on clients both big and small, while holding steadfast to always making sure the client comes first.
Everett also serves as Co-Founder and CEO of PointCare, which provides uninsured patients with better access to healthcare. Everett resides in the Bay Area with his wife and three young children.
Brian Allen
Managing Partner
Brian Allen
As a Managing Partner and key member of the Client Strategy team, Brian is responsible for introducing, implementing and maintaining the best employee benefits packages and HR technologies available for each and every client.
Brian has been with EVCO Insurance Services since 2016 and has adopted the company philosophy and culture established by Michael Musgrave and Everett Lebherz. His desire to learn and ability to always go the extra mile for his clients has accelerated Brian to a top authority in his industry. Today, Brian’s strategic advice and implementation has led to healthier employees and a more productive workforce for his clients. Prior to his work at EVCO Insurance Services, Brian was a Senior Project Manager for a large nationwide construction company. His abilities to navigate multiple projects, meet deadlines, and communicate effectively allow him to service his clients to the highest level.
Brian is a native of the Bay Area and graduated with honors from Cal Poly Pomona. He and his wife are proud parents of two young boys.
Donna Davis
As a Renewal Specialist, Donna is responsible for delivering complete, accurate, and consumable renewal guidance to clients with the goal of executing renewals and plan changes at least 45 days in advance of the renewal date.
Donna has been with EVCO since 2015. Her personable character, positive attitude, and willingness to always learn more have led Donna to be able to assist more than 200 clients each year and adapt successfully to this ever changing industry. Prior to joining the EVCO team, she worked directly with one of the largest insurance carriers for 13 years.
Donna was born and raised in the Bay Area and currently lives in Sacramento with her husband and their three boys.
EVCO Client Support Team
EVCO Insurance Services, Inc. offers up a robust Client Support Team for the benefit of our clients and their employees. With many years of combined experience working for the leading carriers of the health insurance industry, our team is experts in working with carriers and clients. They are responsible for the continued success and support of those they service. Our dedicated Account Managers are assigned to every group as a single point of contact for your employees and your needs. Our Enrollment and Termination Specialists ensure that all enrollments are received by the carrier in a timely manner and that all terminations are processed accordingly. Additionally our Account Associates and Product Experts greatly contribute to the continual success of EVCO Insurance. Our Client Support Team is always here to show you the client how much we care each and every day.
Our VALUES
Achieving the values set forth fosters a culture where each employee feels like they are part of a family at EVCO. It’s incredible to experience the camaraderie this team has developed over the years.
Communication
Strive to over communicate by being available, responsive, and thorough in correspondence.Being available and responsive is the underpinning by which all values are supported at EVCO.
Integrity
We trust each other because we are reliable. How does this come through? By doing what is right when working independently. Admit mistakes when made and maintain integrity with co-workers and clients.
Teamwork
Working together to provide ego-free support and assistance to team members raises collective knowledge and industry understanding.Always be Learning Expect change and the unknown. Embrace it. Every day is an opportunity to grow your knowledge. Compound it year over year. The more we know, the better our client strategies develop
Customer Focus
Get to know our customers and bring them into our value-based culture. Customers say yes and continue saying yes when priorities remain focused on them and their teams.
Goals
Set, communicate and achieve goals. It just feels good. Measure progress with productivity based data. Review these goals often and share your progress with the team regularly.
Attitude
Situations arise because a solution is needed. We are engaged because problems need solving. Health benefits are very personal to our customers and their staff. Approach all situations with a can-do and empathetic attitude.
Celebrate
Recognize your teammates and their achievements. Shout out positive emails from customers and new accounts. Small wins leads to consistent growth.Take time to enjoy the company we’ve built together.
HERE FOR YOU
LOCATION
1212 Broadways Plaza Suite 2100
Walnut Creek, CA 94596
SALES
(925) 395-4566, Ext. 2
sales@evcoinsurance.com
Hours: 8:00am – 5:00pm
CUSTOMER SERVICE
(925) 395-4566, Ext. 1
help@evcoinsurance.com
Hours: 8:00am – 5:00pm