Book Your Free
Consultation
Pick a time that works for you. We'll review your current health plan, pinpoint the highest-leverage opportunity, and share exactly what we'd recommend. No pitch deck, no obligation.
What Happens on the Call
A focused 30-minute conversation. No deck. No demo. Just a real look at your current plan and a clear recommendation.
Your current plan, headcount, budget, and where things aren't working.
Specific to your situation: which solution would move the needle most and how we'd approach it.
No pressure, no next-step games. You'll have everything you need to decide whether to move forward.
Frequently Asked Questions
Everything you'd want to know before jumping on a call.
Does it cost anything to switch brokers?
Broker compensation is built into carrier premiums, so moving your business to us as broker of record typically costs you nothing extra. There's no fee to switch and no fee to leave.
What size company do you work with?
We focus on small businesses with 2 to 50 employees. That's not a minimum threshold to qualify for attention; it's the segment our entire practice is built around.
Can I really reach someone after hours?
Yes. Benefits questions don't wait for business hours, so neither do we. You get a dedicated advisor, not a rotating call queue.
Do you only sell self-funded or level-funded plans?
No. We start with what's right for your business, which is often a fully-insured plan. Self-funded and level-funded options come up when the numbers actually support them.