Who We Serve

Small Businesses & Employers

Group benefits for businesses of any size — with the depth of service usually reserved for the big enterprises.

Small Businesses & Employers
How We Help

Small businesses should expect more from their broker than an email at renewal time.

Small businesses should expect more from their broker than an email at renewal time. We support small groups (2+ employees) with the same depth as much larger ones — carrier comparison, enrollment, claims advocacy, and a real annual renewal conversation.

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Common Situations

When clients like you reach out.

Four signals you might benefit from a real advisor — not just a plan.

If this sounds familiar

Renewal time means a sticker-shock email with no explanation

If this sounds familiar

HR is fielding benefit questions the broker should be handling

If this sounds familiar

New hires struggle to understand the plan during onboarding

If this sounds familiar

Claims get denied with no advocate to call the carrier

Coverage We Recommend

Products built for Small Businesses & Employers.

The starting set — we tailor from here.

Small Group Health Plans

The coverage we typically recommend for small businesses & employers.

Explore Small Group Health Plans

Employee Benefits Consulting

The coverage we typically recommend for small businesses & employers.

Explore Employee Benefits Consulting

New Hire Enrollment Support

The coverage we typically recommend for small businesses & employers.

Explore New Hire Enrollment Support

Claims Advocacy

The coverage we typically recommend for small businesses & employers.

Explore Claims Advocacy

Annual Renewal Review

The coverage we typically recommend for small businesses & employers.

Explore Annual Renewal Review
Case Studies

Real small-business outcomes.

Three engagements that show how we work with small employers — from carrier transitions and first-time rollouts to funding-model strategy.

36-employee dental group
36-Employee Dental Group

Better benefits, lower renewal, less admin

Moved the practice to a better-aligned carrier, added voluntary benefits at no company cost, and reduced the burden on management.

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20-person HVAC company
20-Person HVAC Company

First-time benefits launch for a trade business

Guided the office manager, met employees before the workday, and launched a recruiting-grade benefits program from scratch.

Read case study
Philadelphia City Hall — level-funded vs self-funded case study for a 75-employee law firm
75-Employee Law Firm

Level-funded vs. self-funded — choosing the right model

A practical middle ground: predictable monthly costs, stop-loss protection, and the potential for a year-end refund.

Read case study
See all case studies
Our Approach

Educate. Select. Advocate.

How we work with every client — same method, tuned to your situation.

01

Educate

A real conversation about your situation — no pitch.

02

Select

Carrier comparison and plain-English trade-offs.

03

Advocate

We're with you all year — claims, renewals, life changes.

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