Our mission is simple…

We are dedicated to helping insurance professionals and their clients achieve a successful and thriving benefits and HR experience. We specialize in health benefit plan design, plan administration, compliance and HR services.

What We Value:

  • The heart of why we do what we do is always about one thing: the people. There is tremendous value in the business relationship we build together.
  • Breaking down complexity. Employee benefits can be complicated. We want to simplify it and make it easier for the everyday employer to understand.
  • Simple technology. This is another area where it shouldn’t be complicated! We innovate processes with technology where needed to increase efficiency and accuracy while still maintaining the person-to-person contact.
  • Boutique-style customer service. We exist to serve the needs of our partners and clients. We don’t want you to get lost in a phone system, or have a question go unanswered. We keep the connection open and check in with you regularly.
  • Always growing, always learning. We are committed to maintaining a dynamic learning environment within our organization so our employees can blossom and experience new opportunities.

Meet the Team