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We offer solutions to assist with complex Employee Benefit issues and provide services that allow you to focus on clients & build your business:


Fast and Accurate Quoting and Proposal Generation.
  • Small group
  • Large group
  • Group information thoroughly analyzed and returned with expert recommendations
Easy, No Hassle Enrollment Process! We can work directly with you and the Underwriters to facilitate a smooth installation process.
  • Enrollment Materials
  • Benefit Summaries & SBCs
  • Provider Listings
  • Benefit Research
  • Marketing Materials
  • Underwriting coordination (Case Scrubbing and Missing Information Coordination)
  • Online enrollment of groups directly into carrier system(s)
  • Approval Notification
  • Final Rates Issuance
  • Cases submitted directly to carrier via overnight mail
  • Temporary ID cards
Unparalleled Customer Service and Existing Business Support – Our Account Management team provides timely and efficient services for a variety of needs.
  • Administration Coordination (Billing, Enrollment and Escalated Claims Issues)
  • Benefits & Coverage Questions
  • Assistance with escalated issues
  • Commissions and Appointments
Renewals – Let us customize a package plan for your clients that will save them money and all them to offer competitive options to their employees.
  • Renewal Copies
  • Renewal Rate Negotiation
  • Renewal Meetings/Presentations
  • Online Administrative Training
  • Web Conference Coordination                              
Additional Value Added Services:
  • Formfire
  • Strategic Support
  • Technical Support
  • HR360
  • HealthiestYou
  • Triune Tech
  • Principal eBenefits Edge 


The best part of what we do is, we help you provide superior service

to your clients.

 We are an extra layer of support!

Please feel free to contact us:


Phone: Daniela Pagano: 980-349-7227 or Adam Rhodes: 980-349-7228