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We provide our clients with professional value-added services that are based on strategic planning, cutting-edge technology, and five-star service.

Strategic Planning

We recommend that our clients make employee benefits and risk management a strategic initiative. By defining objectives and developing an action plan based on meeting those objectives, we ensure an organized, complete approach to fulfilling your benefits needs. Our careful strategic planning services include ongoing evaluation of all your plan’s characteristics – such as access, service, and price – to ensure a proper balance is achieved. Strategic planning also shields your plan from becoming obsolete as new trends and market factors emerge.


We use leading-edge technology to provide our customers with the latest data analysis, legislative, communication, and human resources administration tools. Using exclusive internet-driven applications, we provide our agency staff and our clients with unsurpassed efficiency and access to information.

Five Star Service

  • Contact

    We meet with our clients regularly to ensure carriers, coverage, and costs are meeting expectations.

  • Education

    We conduct employee meetings and provide custom communication materials for your employees.

  • Advocacy

    We work on your behalf to bring an unbiased perspective to all situations, with no allegiance to any specific carrier or vendor.

  • Personnel

    We hire and maintain a professional, experienced staff and ensure that they are up-to-date on all the latest industry trends and information.

  • Information

    We possess the knowledge and expertise that allow us to negotiate comprehensive, competitive benefits programs for our clients. We know where to find the answers to any of your insurance, employee benefits, and human resource questions.