We provide our business clients with free, personalized care.  We will assist you in determining the right benefits package, shopping the carriers for the best bang for buck, and providing you with the options to choose from.  We are here to guide you through the process, each step of the way, at no cost to you!

Our Product Portfolio Includes:

Health Coverage​​

Dental & Vision


Life & AD&D

Retirement Planning

Voluntary Benefits

Executive Compensation

Commercial Property Insurance

Commercial General Liability

Business Owners Policy (BOP)

Inland Marine Insurance

Commercial Auto Insurance

Commercial Umbrella Insurance

Professional Liability

Crime Insurance

And much more…

Account Set-Up

Provide all necessary group documentation and billing process integration

Optional employee coverage orientation (coverage dependent)

Regular Account Servicing

Regular periodic contact

Provide continual coverage advisory role with unlimited group & employee assistance

Continual re-evaluation to determine financial health of the coverages

Communications liaison between the group and carrier(s) for questions, claims, customer service, etc.

New employee assistance (as needed)

Providing up-to-date information on legislative, market, and product changes

Annual Renewal

Conduct annual coverage analysis

Optional annual employee orientation (coverage dependent)

Negotiate current carrier renewal premiums and/or re-quote qualified carriers to find the best value

Our comprehensive services are at no additional cost

Comprehensive Insurance planning and analysis

Quote and compare qualified carriers to find the best options

Provide data summaries and consultation of quoted coverages

Account set-up

Regular account servicing

Annual renewal review