About Raise

Big-firm expertise. Boutique values. One advisor who’s with you the whole way.

Raise Insurance Solutions wasn’t built to chase volume.

It was built to raise the bar.

In an industry driven by transactions, spreadsheets, and carrier incentives, Raise was founded on something far more personal: the belief that small and mid-sized employers deserve the same level of care, clarity, and strategy as Fortune 500s.

Meet Ezra Herzog

From fine-dining kitchens to benefits strategy—this was always about service.
Raise Insurance Solutions provides strategic benefits advisory for small and mid-sized businesses across California. We serve values-driven leaders who want more than quotes—they want a long-term partner. Through a hands-on, three-stage process, we align benefits with business goals, simplify complexity, and support clients year-round. Unlike traditional brokers, we offer clarity, care, and consistency—helping you build a workplace where people stay, grow, and thrive.

Before I became an advisor, I was a chef. I spent years in high-end kitchens in San Francisco and Los Angeles, learning the rhythm of discipline, the art of precision, and the importance of caring about the details no one else sees.

But over time, I realized my deeper gift wasn’t in creating meals, it was in creating trust. I wanted to bring that same level of integrity and high-touch service to a different kind of challenge: helping people build businesses worth working for.

I entered the financial services world in 2005, working in inside sales at John Hancock and Franklin Templeton. I learned what strategy looks like. I also saw what happens when companies prioritize quotas over people.

In 2010, I launched my own practice from a studio apartment in Berkeley. And over a decade later, I’m still doing the same thing—just with better lighting and a clearer mission:

To guide leaders through the complexity of employee benefits with empathy, intelligence, and accountability.

“I didn’t start Raise to be the biggest. I started it to be the one that clients remember for being present, principled, and deeply invested in their success. When a client says, ‘You actually listened,’ I know I’m doing it right.”
Why choose us

Our Values

Raise Insurance Solutions is guided by the same values I’ve held since my first job in a kitchen: do what you say you’re going to do, take care of people, and don’t cut corners—especially when no one’s looking.

These aren’t just words on a wall. They show up in every client call, every renewal, and every recommendation we make:

Integrity

We say the hard thing when it’s the right thing.

Accountability

We don’t pass the buck. We stand behind our work.

Service

You’ll never wonder where we went. We’re here.

Clarity

We make complexity understandable and strategy actionable.

Empathy

We lead with care—for our clients and their teams.

Excellence

We don’t do cookie-cutter. We do what works, beautifully.

No pressure, no sales pitch.

We’ll meet you where you are.