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About Us

About Us

Who are we?

Our mission at PrimeWest Insurance Group is to help small and large businesses spend less time on manual, painful, and complex HR tasks, so they can focus on growing happier, more productive teams. We hope that by doing so, we can empower companies to focus on their employees and mission.

Backed by notable investors such as Salesforce Ventures and featured as the #1 HR platform in Forbes, Huffington Post, and Entrepreneur Magazine, our HR Compliance tools deliver a more delightful workplace to thousands of California businesses and their employees.

Our Employee Benefits Mission

Our employee benefits mission at PrimeWest Insurance Group is to identify and meet the unique needs of every one of our clients: we put our clients first. With reliability, dependability, and outstanding service, we will tailor an affordable, competitive, and modern benefit(s) package that meets the regulatory guidelines in today’s ever-changing benefits environment.

It is a high priority to have the opportunity to develop long-standing relationships that allow us to have a superior depth of understanding of our clients and their business needs. In addition, we hold close, strong-standing relationships with major insurance carriers, which allows for smooth communication and the ability to achieve our client’s goals at affordable premiums. Once on board, we offer continuing complimentary handling of compliance issues, COBRA administration, enrollments, terminations, claim processing, and more for your company!

We know insurance isn't "one size fits all."

A Benefit of SMBs

With an SMB, you gain access to "big-company" benefits that are key to recruiting the best talent.

HR Compliance

Maintaining HR compliance helps prevent legal issues and upholds a positive reputation.

Commercial & Workers Comp. Insurance

Workers’ compensation insurance protects employees and businesses from work-related accidents, illnesses, and even death.

Our leadership team

Our expert team is ready to help you.

Scott Martin, CEO

Risk Management / Insurance Senior Advisor

Joseph Templin, CLU, ChFC, CAP™

Financial Analyst
Author and Publisher

Brent Wakefield, CPA


Gary Ogg, Esq.

Ogg, Murphy & Perkosky, P.C.

Barbara Freet, PHR

Director - Human Resources Advisor

Heather Chen

Commercial Business Liability
Quality, Risk Management

Frequently asked questions

Explore our FAQs to find answers to common questions and get the information you need to make informed decisions about your insurance coverage.

An insurance broker is a professional who acts as a mediator between insurance companies and clients. They help clients find the best insurance coverage for their needs by comparing policies and prices from multiple insurers.

No, you are not required to use an insurance broker to purchase insurance. You can also buy insurance directly from an insurance company or through an online insurance marketplace. However, an insurance broker can provide valuable guidance and assistance in finding the right coverage at the best price.

Our company offers a range of HR and benefits consulting services, including employee benefits enrollment, HR compliance, and employee handbook development.

We work with businesses to review and negotiate their employee benefits plans, identifying opportunities to reduce costs while maintaining high levels of coverage and satisfaction for employees.

We keep up to date on all relevant laws and regulations and provide guidance and support to our clients to help them stay compliant with HR requirements.

We work closely with our clients to understand their specific needs and goals and tailor our services to meet their unique requirements. We offer flexible engagement models, including project-based and ongoing support.