Experience, Patience, Creativity 

From the start I understood the difficulty a small business has in going to the market to find health benefits that meet the needs of their company and employees.  I questioned everything, wanted to know why we have such a fragmented system.  I wondered what could be done to focus on the customer, those individuals and employers that pay huge premiums.  Most importantly, I was curious; What would business owners do if they knew more about their options?

• I studied the organization, financing and delivery of health care in our country.
• I learned the details of medical insurance policies and how plan design impacts policy premiums. 
• I handled employee support issues
• I found the best resources on compliance, regulation and the affordable care act and how those issues impact small businesses. 

Working with small businesses I learned the questions, concerns and fears a business owner has in the process of managing an existing health plan or creating one from scratch.  I learned what employees think and expect. I am constantly learning the best results come when we all work together and get smarter.

We serve organizations that:

• Want to improve benefits, administration, and employee satisfaction
• Are willing to collaborate 
• Need a partner to listen and understand their objectives and needs

The goal is to get what is best for all parties at the lowest cost. 

30 years sales experience in technology, human resources, benefits, and population health management with industry leaders like ADP, TriNet & Insperity.  Having leadership roles in smaller companies allowed me to experience every aspect of business.   Working with entrepreneurs from the start of my career selling office equipment through 2018 selling a complete outsourced HR/Benefit/ Payroll solution has taught me that no one can tell you what is best for your business. 

Our Offer

To be a partner that has in depth knowledge of the options, is willing to listen, share expertise, and guide you in deciding what is best for your business. 

You know your market and how to serve your customer better than anyone. Imagine how good your benefits could be with a similar understanding?  I can make that possible.  

WHO WE SERVE

Business owner and/or manager of finance, office, operations, human resources who:

• Want to control the cost of benefits
• Realize the value of employees that have adequate medical coverage and value this important employee benefit.
• Have budget constraints.
• Has diverse employee economic demographic.

The goal is to get what is best for all parties at the lowest cost. 

Understanding the interests, motivations, and needs of all parties involved allows me to be a strong advocate for your company and employees as I am vetting insurance carriers, analyzing plan designs and negotiating terms.