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    Strategic Advisory

    Comprehensive Consulting Services

    Expert guidance across all aspects of employee benefits, health insurance, and tax-advantaged strategies to protect your team and your bottom line.

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    Employee Benefits Consulting

    Strategic employee benefits consulting designed for small businesses. We act as your dedicated employee benefits consultant and benefits strategy consultant to optimize your employee compensation and benefits consulting approach.

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    employee benefits consulting
    small business benefits consultant
    +3 more

    Group Health Insurance Brokerage

    As your group health insurance broker, we compare carriers and tailor plan designs. We serve as a trusted small business health insurance broker and employee health insurance broker to secure the best employer-sponsored health insurance.

    Explore Health Benefits Guide
    group health insurance broker
    small business health insurance broker
    employee health insurance broker
    +3 more

    Medical, Dental & Vision Plan Design

    Expert employer health plan design including PPO, HMO, and HDHP options. Your medical dental vision insurance broker and dental and vision benefits broker for comprehensive group dental and vision insurance.

    View Plan Options
    medical dental vision insurance broker
    dental and vision benefits broker
    PPO HMO HDHP advisor
    +3 more

    Section 125 / Pre-Tax Benefits Consulting

    Maximize FICA tax savings employee benefits with a Section 125 benefits consultant. We help with Section 125 POP plan setup as your premium only plan broker and cafeteria plan consultant.

    Read Employer Tax Guide
    Section 125 benefits consultant
    Section 125 POP plan setup
    pre-tax benefits consultant
    +3 more

    HSA, FSA & Tax-Advantaged Account Consulting

    Comprehensive tax advantaged employee benefits guidance. We act as your HSA consultant for employers, FSA benefits broker, and dependent care FSA consultant to optimize your pre-tax account benefits consulting.

    Learn about Tax-Advantaged Accounts
    HSA consultant for employers
    FSA benefits broker
    dependent care FSA consultant
    +3 more

    Voluntary & Supplemental Benefits

    Enhance your package with an expert voluntary benefits broker. We offer employer voluntary benefits including accident insurance for employees, and serve as your critical illness insurance broker and hospital indemnity insurance broker.

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    supplemental benefits consultant
    critical illness insurance broker
    +3 more

    Life & Disability Insurance for Employers

    Protect your team with employer life and disability benefits. We are your group life insurance broker, short term disability broker, and long term disability broker for essential employee income protection benefits.

    Use Disability Calculator
    group life insurance broker
    group disability insurance broker
    short term disability broker
    +3 more

    Broker of Record (BOR) Transition

    Seamless new broker onboarding employee benefits. If you need to switch health insurance broker, we handle the broker of record benefits and letter of association insurance broker process smoothly.

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    BOR letter insurance broker
    benefits broker transition
    +3 more

    Carrier Marketing & Renewal Review

    Strategic employee benefits renewal review and health insurance renewal strategy. We conduct thorough benefits market analysis and carrier bidding for employee benefits as your group insurance renewal consultant.

    Discover Prime Benefits Season
    employee benefits renewal review
    health insurance renewal strategy
    carrier bidding for employee benefits
    +3 more

    Employee Enrollment Support

    Comprehensive open enrollment support and benefits communication for employees. We manage open enrollment meetings and employee benefits education for smooth onboarding employees into benefits.

    View Employee Support Tools
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    employee benefits enrollment support
    benefits communication for employees
    +3 more

    Ongoing Benefits Administration Support

    Reliable year-round benefits broker support and HR benefits support. We provide employee benefits management, benefits compliance support, and dedicated claims support for employee benefits.

    Explore Admin Apps
    benefits administration support
    employee benefits management
    claims support for employee benefits
    +3 more

    Paid Leave Oregon Guidance

    Expert Paid Leave Oregon consultant and advisor. We help with Oregon paid leave compliance, Oregon employer leave benefits, and navigating supplemental disability and paid leave oregon requirements.

    Use Paid Leave Oregon App
    Paid Leave Oregon consultant
    Paid Leave Oregon advisor
    Oregon paid leave compliance
    +3 more

    Individual & Marketplace Health Insurance

    Guidance from an experienced individual health insurance broker and ACA marketplace broker. We act as your direct carrier health insurance broker and family health insurance consultant for small group and individual health insurance.

    View Individual Plan Options
    individual health insurance broker
    marketplace health insurance advisor
    ACA marketplace broker
    +3 more

    Ready to optimize your benefits strategy?

    Whether you need a full benefits market analysis, Section 125 setup, or just better year-round support, our team is ready to help.