Benefit Brokerage Services

Benefit programs can be intricate and complicated.  Whether you need guidance on healthcare, dental, vision, life, disability, executive benefits, or retirement planning solutions, we are here to help.  Our keen understanding of the insurance marketplace combined with business insights allows us to create long-term strategies for managing your employer paid or voluntary benefit programs.

We help you assess, design, and implement benefit programs that are best for your company.  And our focus on cultivating long-term partnerships means year-round interaction and involvement, not just visits at renewal time.

We go beyond what typical benefit brokers and vendors can offer. We are a benefits broker……the way it should be.

  • Strategic Planning
  • Benefit Procurement & Placement
  • Compliance
  • Claims Advocacy & Client Services
  • Implementation & Communication
  • Custom Benefit Planning
  • Member Engagement & Wellness Strategies
  • Account Management & Administration
  • Retirement Plan Solutions