Managing Principal, Employee Benefits Advisor
We believe in customized, creative, insurance solutions and do our best to give you exactly what your company should need to protect and extend your legacy.
We are experienced in a broad range of industries and we are ready for any challenge. Name it, describe it, and we’ll help protect it.
Insurance is one of those topics that people don’t want to deal with, pay for, or even talk about. We, however, beg to differ. When you approach us to take care of your insurance, we get excited. We see your company as dreams fulfilled, jobs created, and people working together for a legacy that was established by someone who wanted to see a change in your industry.
We are experienced in writing policies for a large spectrum of industries. We are ready for any challenge. Name it, describe it, and we’ll protect it.
We hire individuals who share our values. We foster relationships based on trust for employees, insurance companies, and clients. Nothing less.
We keep up with changing industry trends. You can move forward confidently knowing your employees are protected with the best plans.
We work hard to earn your respect and gain your trust.
The Net Promoter Score (NPS) measures customer experience. The score is calculated using the answer to one key question: How likely are you to recommend our agency to a friend or associate?
Industry Net Promoter Scores according to questionpro.com
What does national resources mean for you? You’ll have the wisdom of our far-reaching team and the support you need, such as loss control, training, negotiating power, underwriter relationships, claims management, employee benefits compliance, on-staff ERISA attorney, online enrollment and benefits management technology.
We work to develop lasting client relationships and make long-term decisions with you rather than seeking only short-term results.
We bring together the best of both worlds.
States and counting
Largest privately held insurance brokerage*
Million in total revenue in 2020
*According to Insurance Journal, August 2020 issue.