We are Organizational Risk, Health, and Benefits Advocates navigating risk, instilling peace of mind, and delivering Growth, Protection, and Savings. As an independent brokerage firm, we guide our Guests (clients) through a technology-driven, consulting-based experience that integrates Casualty, Health, and Benefits services through one, centralized Advocacy Team.

We integrate our business units to bridge critical coverage gaps and deliver peace of mind through Guidance, Protection, and Savings. HR and Benefits Consulting, Workforce Management Solutions, and Retirement Planning as an extension of HR and finance teams.

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About Us

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We are insurance veterans and forward-thinking Advocates committed to delivering an insurance experience our Guests can be proud of. To provide organizations with one, centralized, and customized Casualty, Health, and Benefits solution, while delivering a Guest of Honor client experience. We treat our clients as Guests worthy of the highest levels of attention and care by adopting a proactive approach to utilizing client centric consulting processes and technology that help us understand and address each client's unique needs.

What We Do

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We guide our Guests through a technology-driven, consulting-based experience that integrates Corporate Risk, Health, and Benefits policies through one, centralized Advocacy Team. Our philosophy guides our approach, process, and mindset through every step of your experience. Based on our organizational dimensions, our consulting approach ensures our people, process, and products meet the evolving needs of the niche industries we serve. We integrate Employee Benefits, Corporate and Personal Risk to streamline consulting services under one Advocacy team.

Corporate Benefits

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Integrated Benefits and HR Consulting, Workforce Management Solutions, and Retirement Planning as an extension of your HR and finance teams to help attract, retain, and reward top talent. Our highly trained and specialized Health & Benefits Advocates possess an intricate understanding of priorities held by Financial Executives, HR Directors, and Benefits Administrators for benefits procurement, talent acquisiton, workforce management, and compliance with state and federal regulations.Comprehensive Health and Benefits solutions for organizations and their key executives to attract, retain, and reward top talent.

Corporate Risk

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Integrated corporate and personal insurance and risk management consulting for corporations and their executives. Our insurance Advocates are peer-level consultants that are highly trained and specialized to meet the unique insurance and risk management needs of organizations and their executives.

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