MISSION:

To be results driven, provide innovative solutions, exceed the expectations of our clients.

Rood & Dax Advanced Insurance Services is a California Corporation located in Sacramento, California.

Laurie Rood and Gayle Dax-Conroy merged businesses in January 2000. Combined, they have 35 years of experience as consultants analyzing, implementing and administering personal insurance and employee benefit plans. Both are registered representatives with Ameritas Investment Corp. and both are licensed insurance agents.

Along with Isabel Contreras, Laurie and Gayle are the owners of Valley Administrators, an employee benefits plan administrator, administering Taft Hartley Trusts.

Features

• Plan analysis
  • Cost and benefit review
  • Product comparison
  • Contract and compliance review
• Plan administration
  • Central database and census maintenance
  • Customized reports / “hidden paycheck” statements
• Field service
  • Open enrollment Training, education
  • Telephone support, problem resolution
  • Account Management and Service Management teams

Benefits

• Comprehensive and competitively designed programs
• Cost containment
• Compliance maintenance
• Complete enrollment programs, includes training a program manager
• User friendly, real time database for efficient administration
• Dedicated support staff

Rood & Dax Strategic Partners

Through strategic partnerships, Rood & Dax can also provide complete payroll and administrative services.

Valley Administrative Services, Inc.

With partner Isabel Contreras and a staff of four, Valley administers benefits from the Taft Hartley organizations.

Back to Top

Affiliations
National Association of Health Underwriters
National Association of Insurance and Financial Advisors
International Foundation of Employee Benefits Plans
Sacramento Metropolitan Chamber of Commerce
Western Pension and Benefits Conference
Toastmasters International
Executive Women’s Golf Association

Back to Top