Let's Get Started

We look forward to getting to know you and your company’s benefits needs.  Fill out the form below to being the process by starting with a simple phone call.  Then we can schedule an in-person meeting or zoom meeting (if you feel more comfortable) to get to know each other and start researching Employee Benefits plans for your specific needs.

    Your Name

    Your Email

    Your Phone

    Company Name

    Company Website

    Your Title

    Company Location (City & State)

    Number of Employees at your company

    What Insurance Products are you interested in?

    What type of meeting would you like to schedule?

    When is the best time to contact you?

    Your Comments or Questions(optional)

    Our Process to Success

    Employees Count on You.
    Businesses Count on Us.

    Phase I:  On our first meeting our focus is to get to the know the business during the discovery phase to find out who they are, what they do and not only of what the company can afford, but what their employees can afford.

    Phase II:  We spend time with our clients to educate them in all aspects of employee benefits insurance include the variety of options, the variety of plans, and the variety of carriers to choose from. We outline the pros and cons of each to help them make an informed decision that fits their needs.

    Phase III:  We will calculate how offering an employees group benefits plan will mean tax savings for your company. We will explain how Section 125 (part of the IRS Code that allows employees to convert a taxable cash benefit, part of their salary, into non-taxable benefits) can convert to up to an 8% annual tax savings for your employees and 25% of tax savings for your company.

    Phase III: We take the headaches and hassles out of enrollment, by preparing all the documents (whether paper or digital) for your team to review, sign and submit. We will explain everything BEFORE you sign and answer all your questions, so you are confident in your decision.