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We help you build your book-of-business one client at a time.

blue door with vintage lock

We help you protect your book-of-business  by quoting the entire market and customizing your solution.

couple on mountain top

We help you preserve your Legacy by walking side-by-side with you or one step behind, always watching your back.



With an emphasis on self-funded group health plans, we offer a variety of FREE CE Credits and training events geared toward addressing the latest industry trends, regulatory rulings, best industry practices and the latest products being offered.

Access to Markets & Quoting

We shop the entire market and have access to solutions that are outside the box, giving us the ability to customize a healthcare plan that ensures your client has the right plan, at the right cost, to fit the right need.

Competitive Guidance, Quote Analysis and Presentation Assistance

Our benefits experts will work with you every step of the way, from reviewing your client’s current program to analyzing market proposals, helping you make the right recommendation and helping present the results to your client.

New Business Submission & Underwriting Support

We work directly with the underwriting and implementation teams for every carrier to ensure all of the necessary administrative requirements are met with your sold case paperwork.

Administrative, Claims & Compliance Support

On an ongoing basis, we serve as your back office.  We provide support for claims, billing and eligibility issues and tasks.

Renewal Support

Our team works with you to prepare for upcoming renewals in advance so that you and your client have ample time to strategize and navigate open enrollment each year.

Meaningful Impact
Doing the right thing for the right reasons.


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Learn More About Self-Funded Group Health Plans