Call Now
Website
Call
Business Details
We were formed with the goal of delivering a strategy to clients seeking better benefits while meeting their business objectives. Now, two decades later, we serve over 200 clients and nearly 20,000 covered lives. As a founding member of Patriot Growth Insurance Services, we are part of one of the largest insurance agencies in the country. We still answer the phones in person when you call and treat each client like we would our friends. Our commitment has not changed; we strive to deliver cutting-edge products and services. We navigate the ever-changing climate of employee benefits with expertise and foresight.

We help employers plan, design, implement, and manage comprehensive and cost-efficient employee benefits programs. Our specialized skills include health plan consulting, Rx consulting, and dental plan administration. We provide reinsurance, disability income, voluntary benefits, and life insurance solutions. Our HSA/FSA/HRA consulting, benefits administration, enrollment, and compliance services ensure regulatory adherence. We leverage health data analytics and HR support to drive informed decision-making for our clients.
Highlights and features
  • We have over 20 years of benefits industry experience.
  • We serve over 200 clients and 20,000 covered lives.
  • We are a founding member of Patriot Growth Insurance Services.
  • We answer phones in person for every client call.
  • We provide cutting-edge, cost-efficient benefits solutions tailored to employers.
Services
Health Plans
We help employers evaluate and select health plan options that align with their workforce needs and budget. Our team manages plan administration, ensuring seamless enrollment and ongoing compliance with federal regulations. We provide continuous support to optimize costs and improve employee satisfaction with coverage.
Rx Consulting
We analyze prescription drug usage to identify cost-saving opportunities for employer groups. Our consultants negotiate with pharmacy benefit managers to secure favorable formulary and pricing terms. We provide ongoing monitoring and reporting to ensure drug spend remains controlled and effective.
Dental Plans
We assist employers in choosing dental insurance plans that promote oral health and fit budget constraints. Our service includes comprehensive plan design, carrier selection, and employee communication materials. We handle enrollment, claims support, and annual renewals to maintain smooth administration.
Benefits Administration
We manage the full lifecycle of employee benefits, from enrollment to claims processing. Our platform ensures accurate record-keeping, timely eligibility updates, and compliance with ACA and ERISA standards. We provide dedicated support teams to resolve employee inquiries and reduce administrative burden for HR.
Health Data Analytics
We collect and analyze benefits utilization data to uncover trends and cost drivers. Our analytics deliver actionable insights that help employers optimize plan design and improve employee outcomes. We present findings through clear dashboards and reports, enabling informed decision-making for leadership.