Virtual Boardroom
Take a seat at the head of the table and quickly
find information that’s most important to you.
Agency Owners: Click on PRINCIPALS to learn about how you increase revenue on core benefits by at least 10%.
Benefit Advisors: Click on PRODUCERS to discover the power of a perfect sales partnership… and to enter a very cool contest.
Account Service Team Members: Check out the ACCOUNT DIRECTORS link and test drive the Workload Removal Machine.
We Believe…
The value a professional benefits advisor delivers is essential to the success of their employer client. That’s why we focus everything we have on empowering you with technology, wisdom and service.
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What’s New???
That’s a great Question!
Compliance Services: Free Compliance Rx to use for clients and prospects, and creation of Compliance Documents (Sec 125/POP, ERISA/Wrap) in a few clicks.
The Dashboard Edge: Delivers a complete benefit program financial performance story in real-time (24/7-365)
OE Express: Enterprise-grade, world-class, turnkey online enrollment
GO LIVE IN 5 DAYS!
Starting at $1,250 with no PEPM.
Our Values
- Relationships First
- Confident Humility
- Integrity
Our Boardroom Team
Matthew Augustine
CEO & Your "single
throat to choke"
Brian Perrine
VP & Chief Relationship
Zealot
Curtis Verstraete
Wisdom Wrangler
& Message Maker