June 25, 2017 7:27 AM ET


Company Overview of ABD Insurance and Financial Services, Inc.

Company Overview

ABD Insurance and Financial Services, Inc. operates as a retail property, casualty insurance brokerage, employee benefits consultant, and 401k retirement consultant. Its products and services include property and casualty insurance solutions; employee benefits; international risk and benefits; retirement services, such as 401k/403B plan consulting, third party investment due diligence, vendor marketing analysis and fee negotiations, and employee education and communications; and private client personal insurance, including personal home and auto, umbrella and excess liability limits, private collections, yachts and watercraft, and personal life insurance and estate planning. The company also...

3 Waters Park Drive

Suite 100

San Mateo, CA 94403

United States

Founded in 2009



Key Executives for ABD Insurance and Financial Services, Inc.

Founding Principal, Co-Chairman and Chief Executive Officer
Founding Principal, Co-Chairman and President
Founding Principal and Chief Financial Officer
Founding Principal and Executive Vice President
Founding Principal and Retirement Services President
Compensation as of Fiscal Year 2016.

ABD Insurance and Financial Services, Inc. Key Developments

Mary Mark Joins ABD Insurance & Financial Services Executive Protection Services Practice

ABD Insurance and Financial Services announced that Mary Mark, a trusted advisory and insurance executive, has joined ABD's Executive Protection Services (EPS) practice. Mary will be a Vice President and Account Executive, servicing clients and supporting new business acquisition in the Northwest and the Bay Area. Mary brings over 20 years of experience in risk management consulting and insurance. She has specialized in the negotiation and placement of financial product lines of insurance including Directors & Officers, Employment Practices and Fiduciary Liability, Commercial Crime and Kidnap & Ransom insurance for both privately held and publicly traded companies. Prior to ABD, Mary has held executive positions at Wells Fargo, Marsh, and Sedgwick James, Inc. & Crump E&S where she was a trusted advisor to clients of all sizes in a broad range of industries and geographies and who are undertaking a range of corporate events such as M&A, IPOs, corporate and/or financial restructurings and recapitalizations.

ABD Insurance & Financial Services Introduces ABD Exchange

ABD Insurance & Financial Services announced the launch of the ABD Exchange, its new online health insurance marketplace and benefits shopping platform for fast growing technology and bio-tech companies. The ABD Exchange provides benchmarked plans, an integrated and technology platform, and an exceptional team to help businesses scale efficiently. The company designed the ABD Exchange for technology and bio-tech businesses who want to offer employees the very best health benefits at a competitive price. In partnership with Plansource, the ABD Exchange is built on a proven, cloud-based platform trusted by more than 7,500 companies, used by more than 2.5 million people, and connected with more than 1,800 carriers and third party systems nationwide. Providing benefits through ABD Exchange enables companies to control costs while allowing employees to choose from a variety of quality health care plans. ABD Exchange provides: Convenience: Benchmarked above industry standards, the ABD Exchange offers an exclusive bio-tech and technology pool with providers including Blue Shield of California, Kaiser Permanente, and MetLife. A variety of Medical, Dental, Vision, Life, and Disability plans are available that enable companies to stay competitive while saving time and money. It also offers turnkey services and programs such as FSA & HSA Administration, COBRA, Commuter Benefits, Wellness Programs, and Travel Assistance. At no additional costs, clients can also choose to offer One Medical, Identity Theft Protection, and Legal Assistance. Simplicity: Integrated, scalable, and straightforward, the ABD Exchange platform allows employees to shop for plans, enroll, and manage benefits from one application. Benefits administration and open enrollment are easy, and HR administrators benefit from consolidated billing and simple HRIS and payroll integration. Employees can compare multiple plan benefits, premiums, and networks side by side and leverage decision support to enroll in the best program for their unique needs. And, this world-class technology comes at no extra charge. Powerful: The ABD Exchange is supported by an expert team dedicated to helping its clients through implementation and providing ongoing support. Concierge level services include compliance and HR support, customized communications, wellness programs, benchmarking, claim and network analysis, support for global expansion, and more ensure that companies have the resources they need to scale painlessly.

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