FAQ
Frequently Asked Questions
What types of clients do you work with?
We seek out partnerships with companies of all sizes who share a profound appreciation for their employees. These are organizations that view benefits spending not as an afterthought, but as an investment to be managed with the same level of accountability as any other department.
What are the unique advantages of working with a concierge brokerage firm like yours?
Concierge firms like ours offer agility and flexibility that larger brokers often lack. We prioritize your needs, not revenue targets or carrier bonuses. We value genuine partnerships and focus on crafting solutions that deliver meaningful impact—like reducing your benefits trend by 40% over the next 5 years. That kind of commitment may not be a top priority for brokers boasting glass towers and stock tickers, but it's at the heart of everything we do.
Can my current broker do what you do?
Of course, they can. Your current broker can be creative with carriers, re-insurance, stop-loss, etc. They can work with partners who offer full transparency. They have the ability to trend, benchmark, provide benefit websites, and face-to-face multi-lingual benefits education. Your current advisor can create benefit options that offer your employees $0 copay benefits, $0 deductibles, and robust benefits. They can create a 5-year cost containment strategy with quarterly checkpoints and recalibrate as needed. The question you should be asking yourself is, “Why isn’t my broker doing what you do?"
How is your customer service?
We only work with responsive benefit partners who take care of their clients. We maximize technology for websites, apps and enhanced AI technology along with customer advocates to answer nearly any question at any time for clients.
-Calls to our offices typically don’t go to voicemail.
-Texts to our staff are typically responded to immediately.
-Our policy is that all emails are responded to same day.
We strive to offer the service that we would want to receive.
Do you only offer “non-traditional” health insurance options?
We work with all of the major health insurance carriers and household brands, multiple third-party administrators, vendors and strategic partners. All of our partners have the highest industry ratings are market reputation.
Will you require a broker of record statement?
No. We start with an evaluation and create a long-term risk control strategy. Partnerships aren't built on commitment letters but on results. We strive to earn your business every month, every renewal, through our commitment to your success.