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Our Services
Services we offer
For many business owners, setting up and managing a group benefits plan for employees that is cost-effective and competitive can seem like an overwhelming process. Our goal is to make the process simple and help you provide your employees with the benefits that matter to them.
Benefits plan implementation
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We work with you to develop a comprehensive benefits plan that is competitive, relevant, and cost-effective. As an independent broker, we obtain quotes from all major insurance companies and negotiate on your behalf to ensure you receive the best benefits at the best price. We then partner with you to provide a seamless transition for your employees.
Traditional and flexible plans
Customized, cost-effective plan design
Plan negotiation and implementation
Health spending accounts
When it comes to renewals, we don't want there to be any surprises. That's why we communicate with our clients throughout the year, providing updates on plan usage, industry trends and practical action steps to optimize coverage and make the most of the benefits plan.
Quarterly claim statements
Annual financial analysis
Current market evaluation
Bench-marking services
Ongoing benefits review & analysis
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Client support & advocacy
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We work with you to develop a comprehensive benefits plan that is competitive, relevant, and cost-effective. As an independent broker, we obtain quotes from all major insurance companies and negotiate on your behalf to ensure you receive the best benefits at the best price. We then partner with you to provide a seamless transition for your employees.
Exceptional service
Employee education
Independent, relevant advice
Intermediary between employees and insurer
We offer a number of additional services to ensure the long-term success and viability of your company. These services complement your group benefits plan and can reduce risk, allowing you to focus on growing your company.
Life, disability and critical illness insurance
Tax strategy
Employee pension programs
Key man insurance
Business strategies & planning
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Our Team
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