We start first by assessing a benefit plan as we would assess our own. Next, we use our knowledge of the industry products and pricing to help you get the best value.

With an ever-increasing number of options and changing legislation, understanding the differences of various employee health insurance and group retirement products has become quite complex. Today, getting the right advice is essential to making good choices about your company's employee benefit program.

For insured plans, we use our in-house pricing model to assess the appropriate funding level of your company's plan and use this both upon conducting market surveys and for rate negotiation at renewal time with your insurance carrier.

That's another one of the reasons why we're an independently owned and operated brokerage. We offer access to a complete range of insurance products from a broad spectrum of insurance companies with a demonstrated claims paying track record. We work with our clients to provide independent advice on ways to keep their company's benefit plan competitively positioned and priced.

With us, client service isn't the insurance company's 1-800 line written on the back of your policy. With everything from adding a plan member, to the unfortunate event of a claim, we offer in-house assistance on small changes all the way through the claims approval process.

We listen. Working through a client discovery process with each client, we learn about your current coverage and bring with us an understanding of what your competitors are doing in order to tailor our recommendations to your particular needs.

Call us for a consultation. If you're not a client yet, we welcome the opportunity to show you the kind of personalized work we do. 

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