Founded in 2016, after a decade of working in the industry, our team recognized all too often that benefits agents’ incentives were not aligned to the long-term success of their clients. Benefits agencies would pay the advisor to get a client in the door and then hand the client off to a service person who was extremely limited in their scope. In fact, most large agencies can take years to innovate as they have to lose enough business before they start entertaining the idea of innovation.
Additionally, even if you found a great agent, most of the time the agency would not invest in employee growth and development. We are on a mission to change that; we want our entire team trained the same way so everyone can grow, excel, and deliver an elevated client experience! This process allows our staff to train with our agents, so they are up to date on emerging market solutions. We are so committed to our employee development and growth we even filed our company training with the Texas Department of Insurance (TDI) for continuing education credit!
By looking at emerging trends we can truly be an innovator and early adapter in the benefit space compared to an out-of-date industry laggard who only changes when they lose clients. We know our strength in building and maintaining life-long relationships and we invest heavily to deliver on that promise.
Another cornerstone belief has been to go where our clients need us instead of trying to get our clients to change or fit into our limited solution. Our clients benefit from our:
- innovative benefits strategies our competition doesn’t offer,
- human resources support,
- employee advocacy, and
- technology solutions to improve the quality of your overall experience.
We design and deliver solutions that help employers manage risk and optimize benefits, all while strengthening their business through educated and engaged employees, and a healthier bottom line.
Our commitment to our clients does not stop when you sign off on your benefits package. Rather, we are just getting started with our proactive strategic planning and we commit to being more than just your benefits broker, but your partner — always in your corner and looking ahead to make benefits choices that make sense for your business.