Seven kinds of clients. One independent broker.
Small businesses, medical & dental practices, trades & field services, law firms, seniors, families, and the self-employed — same honest advice, same person to call, year after year.
Built around your business — or your stage of life.
Pick the audience that fits — each one opens to the products, partners, and process we use.
Small Businesses & Employers
Group health and employee benefits for businesses of any size — though small groups are our specialty.
For BusinessMedical & Dental Practices
Group health, benefits administration (Ease), HR (Mineral), and payroll — trusted by practice managers and physician-owners.
For Practices
Trades & Field Services
Group health, workers' comp tied to payroll, and HR — built for contractors and service businesses out in the field.
For Trades
Law Firms & Legal Practices
Plans designed for partners, associates, and staff — group health, benefits admin, HR, and payroll under one broker.
For Law Firms
Seniors & Retirees
Medicare Supplement, Medicare Advantage, and annual reviews for 65+ Pennsylvanians.
For Seniors
Individuals & Families
ACA, dental, vision, life, and short-term coverage for individuals and families across all 50 states.
For FamiliesSelf-Employed & Sole Proprietors
Association health plans that bridge the gap between individual and group markets — for sole props and 1099 workers.
For Self-Employed
Your situation is the starting point — not the carrier's.
Insurance pages are usually organized around products (HMO, PPO, Plan G, ACA Bronze). That's backwards. What matters is your situation — small business, turning 65, between jobs — and the coverage that fits.
That's how we organize Who We Serve. Find your situation, and we'll show you the right product set.
Talk to an advisorNot sure where you fit? Just call.
Tell us in 30 seconds what's going on — we'll point you at the right category and the right person.
Schedule a free benefits consultation.
Tell us about your business and we'll walk through the services that make the most sense for your team — no obligation, no pressure.