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Brokers & Consultants

Information for Brokers and Consultants

As a customer service focused company, our goal is to provide only concierge level customer service and excellent administration services. To do this, we maintain a deep knowledge of each client's culture and core values in order to have a complete understanding of who they are as a client and implement a plan design that work best for them and their employees. Our clients are our number one priority; they are the reason we are still in the business of third-party administration over 30 years later.

  • What We Value Most
  • Commitment to Our Roots
  • Commitment to Our Clients
  • Commitment to Growth

We look forward to the opportunity to be of service to you and your client, whether you are a current partner with us or new. Welcome to the family.