A young creative workgroup in a meeting. Businesspeople, architects and such.

Our Core Services…

We are experts in group health, dental, life and disability insurance. We offer a great depth and breadth of products and core services while providing personal attention to every client. Our core services include:

  • Group medical, dental, life and disability benefit plans
  • Individual medical and dental plans
  • Medicare supplemental plans
  • Customized employee enrollment and communication meetings
  • Online access to all your plans and forms through an employee benefits web portal.
  • Basic COBRA service
  • Online human resource library
  • Online enrollment

Business Solutions…

The value we offer you, the client, is truly unique. You benefit from having your insurance, human resources, and financial services from one source. With our help, you can be sure that the pieces all fit together. No gaps in your insurance, financial services, or administrative obligations –and no redundancies.

Our clients have access to a vast array of tools and resources through our strategic business partnerships. Services include:

  • Business insurance, including liability, workers’ compensation, and property and casualty insurance.
  • Human resource consulting services
  • Safety Services/OSHA Compliance
  • Accounting services for you and your business.
  • Payroll services for your business
  • Personal financial planning
  • Full service flex plan/COBRA administration.
  • Employee meeting and document translation service.
  • Investment management and employee retirement plan design and administration.
  • Strategic business planning
  • Personal insurance lines such as life, disability, long-term care, auto and home insurance
  • Credit and debt consulting for you or your employees
  • Recruiting
  • Banking services for commercial, retail, and private banking customers

Click here for a list of service definitions…

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