Employee Benefits

Invest in your
most valuable asset.

Attract top talent and care for your team with benefits packages designed for people, not just spreadsheets.

Our Benefits Strategy

We go beyond quoting to become a true extension of your HR team.

1

Discovery

We dig into demographics and budget to understand your unique culture.

2

Plan Analysis

We review utilization data to identify where your current plan is leaking money.

3

Strategic Design

We craft a package that balances cost control with employee satisfaction.

4

Engagement

We help educate your team so they actually understand and value their benefits.

5

Stewardship

Year-round support for claims, billing, and compliance checks.

Tailored Solutions

Flexible options for businesses of any size.

Fully Insured

Traditional health plans perfect for stability, predictability, and ease of administration.

Self-Funded

Innovative plan designs for larger employers to control claims costs and retain surplus.

Ancillary Benefits

Complete the package with Dental, Vision, and Life coverage that employees truly value.

Key Person

Protect the business against the loss of vital leadership with specialized life and disability policies.

More Than A Quote

A Consultative Approach

There is no "one size fits all." Our advisers work with your team to find the right plan that works best for both your business and your employees' wellbeing.

We believe that giving the best advice is more valuable than closing a sale. Whether you are a small shop or a large corporation, we have the tools to help you manage compliance and costs.

Start the Conversation
  • Dedicated Service Agents

    No call centers. You get a direct line to a specialist who knows your name and your plan.

  • HR Compliance Support

    We provide the tools and guidance to keep you compliant with ERISA, ACA, and state regulations.

  • Annual Cost Analysis

    Proactive renewal strategies to manage inflation without sacrificing the quality of care.

Service Over Sales.
The ServeFirst™ Standard

Service Over Sales. Always.

We believe business is a vehicle for good. That belief drives our Service Model. While most of the industry is driven by the "sale," we are motivated by the relationship.

Our advisors aren't commission-hunters; they are salaried agents rewarded for retention and client satisfaction. This ensures you get unbiased advice, not just a sales pitch. We love partnering with leaders who want to succeed so they can give back. And when values align, business gets fun.

The Service Model

Salaried agents focused on your care, not their commission.

The 10% Pledge

We donate 10% of our success back to local non-profits.