Business Details
22 Years
experience
Your Trusted Insurance Partner in Bedford, TX
Founded in 2004, Boaz Insurance has built a reputation on prioritizing client needs through personalized insurance solutions. Our team brings over 50 years of combined experience in the insurance industry, with expertise in navigating complex carrier operations and benefit strategies. We specialize in creating tailored insurance plans for individuals, senior clients, and business owners, ensuring clarity and informed decision-making. Our commitment to excellence is reflected in our partnerships with top-rated carriers and our certification as a Women Business Enterprise and Small Business Enterprise. We leverage advanced online enrollment systems to streamline benefit management while maintaining a focus on cost-effective, transparent service.Our agents hold leadership roles in professional organizations and maintain deep industry knowledge through continuous engagement with evolving insurance landscapes. We prioritize long-term client relationships by providing ongoing support throughout policy terms, not just during enrollment periods. Our strategic approach helps clients minimize risks, optimize tax advantages, and improve employee satisfaction through customized benefit packages. With a foundation built on integrity and client advocacy, we remain dedicated to delivering insurance solutions that adapt to changing personal and business needs.
Services
Life Insurance
Health Insurance
Dental Plans
Medicare Assistance
Employer Group Services
Supplemental Benefits
Online Enrollment System
Senior Products
Travel Insurance
Advocacy Services
Details
- Year established: 2004
Highlights and features
- We have over 50 years combined insurance experience in strategic benefit planning
- Our agents work exclusively with A.M. Best Superior-rated insurance carriers
- Certified WBE/SBE status demonstrates commitment to diversity and small business standards
- We provide 24/7 employer online enrollment systems for streamlined benefit management
- Our team includes former insurance carrier underwriting and actuarial professionals
Associations and certifications
- Women Business Enterprise (WBE)
- Small Business Enterprise (SBE)
Services
Employer Group Services
We provide strategic consultations for business owners offering employee benefits, including market analysis and compliance guidance. Our online enrollment system allows employers to manage multiple carriers and streamline benefit administration. With expertise in employer-employee dynamics, we help businesses optimize benefit packages to improve retention while maintaining cost efficiency.
Individual Insurance
Our individual insurance services cater to all age groups, including ACA-compliant medical plans and Medicare assistance for seniors. Certified to operate on the Federally Facilitated Marketplace, we help clients navigate premium assistance options and understand policy details. We specialize in explaining complex insurance terminology to ensure informed decision-making for personal coverage needs.
Senior Products
We specialize in guiding clients through Medicare enrollment decisions with annual assistance during open enrollment periods. Our services include explaining plan options, coverage limitations, and long-term implications of medical insurance choices. We provide critical support for seniors navigating the complexities of healthcare coverage transitions at age 65.
Supplemental Benefits
Our supplemental insurance products enhance major medical plans by addressing specific needs like critical illness, accidents, and cancer coverage. These plans provide direct payments to policyholders for flexible use in covering medical expenses or maintaining financial stability during health crises. We help clients evaluate which supplemental options best complement their primary coverage.
Online Enrollment System
We offer a comprehensive online employee benefits system enabling 24/7 access to plan information and digital document management. This platform supports seamless carrier transitions, electronic signature collection, and centralized storage of compliance documents. Employers can track enrollment progress and communicate deadlines efficiently through our technology-driven benefit administration solution.
People
LuCinda Boaz
President
With over 30 years in insurance, including roles as Regional Underwriting Manager, she founded Boaz Insurance in 2004. Licensed in Texas and member of NABIP, she specializes in strategic benefit planning.
Katherine McCormack
Independent Agent
Bringing 30+ years of insurance experience, she specializes in claims payment policies and system management. Licensed in Texas since 2014, she focuses on exceptional client service and benefit strategy implementation.
Questions
What types of insurance do you offer?
We provide life, health, dental, vision, supplemental, and travel insurance for individuals and businesses, including specialized Medicare plans for seniors.
How do you help clients choose insurance plans?
We analyze your specific needs against carrier offerings, explain all options in plain language, and help you understand costs, benefits, and long-term implications.
Do you work with small businesses?
Yes, we specialize in employer group services with online enrollment systems, compliance guidance, and strategic benefit planning for businesses of various sizes.
Are you certified as a women-owned business?
Yes, we're certified as a Women Business Enterprise (WBE) and Small Business Enterprise (SBE) by the North Central Texas Regional Certification Agency.
How do you handle senior insurance needs?
We provide personalized Medicare enrollment assistance, explain plan options, and offer annual support during open enrollment periods to ensure informed decisions.
