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Empowering technology,
with wisdom and service®

Technology alone is not enough.

The full value and power of technology can only be realized
when it is chosen, implemented and kept up-to-date
with wisdom and service.

We believe...

the people who own and work for small to mid-size businesses deserve the same benefits and advantages available to big business.

We Believe...

the value a professional benefits advisor delivers is essential to the success of their employer client.

Technology

We know technology is only valuable when it makes the complex simple.

  • The power of our technology is fueled by ~20 years of deep experience serving the needs of global big businesses
  • We seamlessly combine a comprehensive suite of technology-enabled, enterprise-grade, best-of-breed solutions
  • Our technology ensures consistent enforcement of complex business rules and benefit program compliance

Wisdom

We know wisdom is worthless without collaboration.

  • Empowering collaboration between the employer, their benefit advisor, and insurance carriers and other service providers is one of our core capabilities
  • We are purposefully selective when choosing the advisors and employers we work with
  • Our ability to add value to every relationship is driven by a commitment to continuous discovery

Service

We know the desired outcomes of a benefits program will only be achieved with dedicated, comprehensive service.

  • Our hi-tech/hi-touch service model nurtures and empowers the insight and wisdom that must be applied in benefits administration
  • Our full-service implementation expertly resolves any complex situations that may arise
  • Our ongoing troubleshooting delivers year-round system refinement and adaptation to the employer’s changing needs
  • Employees have 24×7 access to The Benefits Desk, our U.S. based call center
  • Our accounting, audit, and data management services reduce admin user work load
  • Our service and solutions enhance the employer’s standing in the hearts and minds of their workforce

We Promise...

  • Employees will have greater appreciation of their benefits
  • They will make better decisions with greater confidence 
  • They and their families will lead healthier and more productive lives
  • The workforce will become champions – true believers – in their employer’s company
  • Employers will control costs and improve return on every cent invested in their workforce
  • Employers will more easily attract and retain better workforce members
  • Advisors will be free to work with the employer in a more proactive and strategic role