Member Info

Business Description

Employee benefits for small to mid size businesses. Major medical, short/long term disability, dental, vision, accident, hospital, critical illness

Year Business Was Founded

2005

Previous Business Experience

Vendor partner to employee benefits agencies

What Sets Your Business Apart?

Our process. We get to understand the goals of the business, not just the insurance they hope to offer. We understand that no two businesses are exactly the same & the insurance they provide to their employees shouldn't feel that way. We also provide business with non-insurance solutions that can limit compliance exposure and the fines that come with them

Who is Your Ideal Client?

Businesses with 10-500 employees. We believe that businesses of all employee sizes and revenue have the ability to offer a benefit program to their employees. Ideal customer is a company that wants to know their options; not just want a quote. Manufacturing, Tech, Doctors, Lawyers

Professional Affiliations

National Association of Benefits & Insurance Professionals (NABIP) I am a board member for the local Dallas chapter www.nabip.org