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Employee Benefits That Work for Your Business
We're a woman-owned independent employee benefits brokerage dedicated to educating your team and advocating for your best interests—not the carriers'. Get concierge-level support for companies under 100 employees.
Our mission
Your advocate first. Always.
Services
Comprehensive Benefits Solutions
With over 20 years in the employee benefits space, we've built strategic partnerships and strong relationships with all major carriers. We provide medical, dental, vision, ICHRA, MEC, and supplemental insurance plans. Our newest offering—the Tax Advantaged Wellness Plan—saves money for both employees and employers while promoting healthier teams.
Medical, Dental & Vision
Strategic partnerships with all carriers ensure you get the best coverage options tailored to your team's needs and budget.
ICHRA, MEC & Supplemental Plans
Flexible benefits solutions including Individual Coverage HRAs, Minimum Essential Coverage, and supplemental insurance to fill the gaps.
Tax Advantaged Wellness Plan
Our newest offering helps employees and employers save money while investing in team health and wellness.
Benefits
Why Groups Switch to Us
We consistently win clients from other brokers because we deliver what they don't: true partnership. Most brokers either just quote plans or disappear once you've enrolled. We're the opposite—proactive, present, and always in your corner.
We Don't Disappear After Enrollment
Unlike brokers who quote plans and vanish, we're with you year-round. Monthly employee education, ongoing support, and proactive plan management—not just during open enrollment.
Complete Back-End Implementation
White-glove service from start to finish. We handle the complexity of enrollment, carrier coordination, and ongoing administration so you can focus on running your business.
Your Advocate, Not the Carrier's
We work for you, not the insurance companies. Our recommendations are based solely on what's best for your team and bottom line—which is why groups switch to us from other brokers.
About Us
Built on Trust and Expertise
As a woman-owned independent brokerage with over 20 years in the employee benefits space, we've built our reputation on word-of-mouth referrals from satisfied clients. We specialize in serving small to mid-sized businesses—from Allstate agencies and Amazon delivery partners to manufacturing, blue-collar trades, franchise owners, and NAWBO members. With a team of 10+ professionals and strong relationships across the industry, we provide the personalized attention you deserve while delivering enterprise-level expertise.
Contact Us
Contact Us
Ready to provide better benefits for your team? Let's start a conversation about how we can help your business thrive.
408-421-2896 or 804-814-1336
Serving businesses nationwide
FAQ
Here are answers to the most common questions we receive from business owners like you.
What size companies do you work with?
How is your service different from other brokers?
What is the Tax Advantaged Wellness Plan?
Do you charge fees for your services?