We work to make selecting and implementing an individual insurance program as easy and worry-free as possible.

 

Our services are designed to analyze your unique situation and make recommendations to solve your specific needs.  

 

When working with us, you will:

• Understand the what and why of your insurance program

• We will give you the pros and cons of your options 

• You will have an advocate to assist you going forward with any plan or administrative questions

 

Services

• Long range planning & analysis to ensure a proper plan design 

• Insurance carrier review, evaluation and quoting 

• Presentation of several competitive options to select from 

• Ongoing administrative support throughout the year

• Annual reviews and updates