Rood & Dax Advanced Insurance Services Inc.

550 Howe Avenue
Suite 230
Sacramento, CA 95825
(916) 568-2345
(800) 482-1817
(916) 564-9228 (fax)

Employee Benefits•Made Simple•Done Right
  • About Rood & Dax
  • Sales Team
  • Strategic Alliances
Laurie Rood and Gayle Dax

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
Alliances/Affiliations
  • MetroChamberOfCommerce
  • National Association of Health Underwriters
  • National Association of Insurance and Financial Advisors
  • National Association of Women Business Owners
  • Professional BusinessWomen of California
  • Sacramento Association of Health Underwriters
  • International Foundation of Employee Benefits Plans
  • Western Pension and Benefits Conference
  • Toastmasters International
  • Executive Women’s Golf Association

Laurie Rood Laurie Rood
Broker / Consultant
CA Insurance Lic. 0796401
916.568.2345 Ext. 207
lrood@benefitsdoneright.net

Gayle Dax-Conroy Gayle Dax-Conroy
Broker / Consultant
CA Insurance Lic. 0675557
916.568.2345 Ext. 208
gconroy@benefitsdoneright.net

Carolyn Lewis Carolyn S. Lewis
Broker / Consultant
CA Insurance Lic. 0C50263
916.568.2345 Ext. 208
clewis@benefitsdoneright.net

Cerrina JensenCerrina Jensen
Broker / Consultant
CA Insurance Lic. 0D35241
916.568.2345 Ext. 214
cjensen@benefitsdoneright.net

Christy Spoto Christy Spoto
Individual Broker / Consultant
CA Insurance Lic. 0F08400
916.568.2345 Ext. 212
cspoto@benefitsdoneright.net

Strategic Alliances

Through strategic partnerships, Rood & Dax can also provide additional services.

Keith C. Rood CPA
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. Please visit our website Keith C. Rood CPA
Valley Administrative Services, Inc.
With partner Isabel Contreras and a staff of four, Valley administers benefits for partially self-insured plans, cafeteria plans and Taft- Hartley trust funds. Contact Valley Administrative Services Inc.
Silvers HR Management
Services include a full array of human resources offerings including employee relations counseling, HR policy development, employee handbooks, management training, employee assessments, compensation program design, employee attraction and retention programs, and performance management programs. Website: www.silvershr.com

2011 Sacramento Management Workshops