why preferred partners?
Our team has the brainpower and know-how to assist you in all areas of employee benefits. You will receive timely attention from veterans in the industry; professionals with the kind of expertise that can only be earned through time and experience.
We believe service ultimately differentiates one broker from another. We listen. We collaborate. We proactively serve as your trusted advisor and an extension of your HR department. We are passionate about this business. Simply put, we love what we do and it shows.
Not only do our founding partners boast over 50 years of combined relevant experience, their backgrounds offer a unique perspective. One spent nearly 20 years in management and leadership positions for some of the nation’s largest insurance carriers. The other is a human resources and benefits executive with a career spanning over three decades in the health care industry. This combination translates to a team with:
Strong relationships to leverage in your favor
Sensitivity to broad human resources issues as they impact benefits
In-depth insights into the finances and operations of health plans—key to negotiating the best possible rates for you and designing custom benefit programs
No two clients are alike, and half the fun is exploring the different avenues your company can take to meet its unique needs and challenges. Not only do we offer a full spectrum of services, we deliver with creativity and innovation. We will help you build a customized program with plan options and contribution strategies that give your employees the flexibility and security they need with the quality and performance you seek.
benefits consulting, change management, self-funding, stop loss design, PEO transitions
benefits enrollment & communication, employee education, HR business process outsourcing, HR reporting, HR technology, COBRA administration, dependent audits
HMO, PPO, EPO, SDHP, HRA, HSA, FSA, vision, dental, life, COBRA, STD, LTD, critical illness, cancer, accident
industry updates, regulatory notices, HIPAA, ERISA, COBRA, FMLA, Affordable Care Act (ACA)
HEALTH CARE REFORM
personal consultation, timely updates & education, health care reform scorecard, employee FAQs
carrier selection, contract negotiation, multi-year guarantees, health, life, disability, voluntary, retirement benefits, executive benefits
open enrollment strategies, employee benefit guides, print & digital materials, employee education, employee events & health fairs, total compensation statements
plan performance analysis, financial analysis & reporting, funding structures, decision support tools, benchmarking & metrics
needs assessment, strategic plan, health risk assessments, biometric screenings, communication plan, incentive programs, employee education, outcomes reporting
We are on your team & We're pulling for you.
We take the word “partner” very seriously. It’s in our firm’s name. It’s what we do.
All things being equal, we believe it is service that ultimately differentiates one vendor from another. Our goal is to earn your trust as an advisor and partner—not just a vendor. This is the driving force behind all of our actions.
We believe in the value of listening and collaborating with you. We are responsive and proactive.
The best way for you to learn more about us, and more importantly, for us to learn about you, is over a cup of coffee, lunch, or round of golf. Fill out the form below and we'll get right back to you. Better yet, simply call or email us directly.