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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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Contact us for your free, comprehensive benefits plan review today.

Our Team
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