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We make deductibles and copays sparkle

We serve amazing people in outstanding organizations

We strive to create a world-class customer service experience

Our team likes to develop personal relationships while exceeding professional expectations. We ask the right questions and really listen to your answers so we can meet your goals.




To help people by providing experienced consultants, responsive service teams, cutting-edge technology, creative solutions, and measurable results.


To build relationships with clients, professional peers, insurance companies, and vendors to effectively navigate change together.    

Our Vision

Our Customer Service Model

Our model is the secret sauce to our 97% client retention. We provide each client with a dedicated three-pronged support team, who are committed to providing proactive support.

From negotiating lower costs to serving as an extension of your HR team, we provide attentive service and guidance on a variety of benefits and compliance functions.


Program Design
  • Business culture and goals

  • Complete market analysis

  • Special plans & discounts

  • Creative plan designs

  • Carrier negotiations

  • Benchmarking 

  • Cost-saving strategies

  • ACA & ERISA compliance

  • Claims analysis & underwriting

  • Quarterly program review


First Point of Contact
  • Year-round support

  • Benefit & HR questions

  • Federal & state compliance

  • Timelines and forecasting

  • Claim escalations

  • Employee surveys

  • Weekly communication

  • HR Training webinars

  • Employee Engagement

  • Understanding benefits

  • Enrollment assistance


Training and Support
  • Consultation to develop your customized HR technology solution 

  • Plan, organize, and evaluate data operations

  • Implement and coordinate systems

  • Ensure security of data

  • HR technology training

  • Coordinates employee technology support

Service Model
BRM 10

The BRM 10

Our core values come across in each client interaction. 


Since 1984, we've helped thousands secure affordable, quality benefits.


We take ownership of your benefit program from start to finish.


We offer creative solutions to meet your needs and budget. 


A transparent pricing model where you only pay for the services you need.


Our data reports, benchmarking, and surveys provide measurable results.

Amanda at NC Symposium edit.jpg

From the quality of our people, resources and technology to the depth of our products and services, we challenge ourselves to excel on your behalf.


Acting with integrity and purpose, we view every interaction as an opportunity to perform with excellence and authenticity.


Get help you when you need it 24/7 from our experienced service team.


We ask, "How can this be done 

better, faster, and with less risk?"


We believe in doing the right thing, all the time, even when nobody is watching. 


Consider us your team's liaison to deliver solutions for benefits, payroll and HR. 


We are always learning and proud to be speakers at state and national conferences.

Are benefits getting too expensive? Are you burdened by administrative tasks? We can help!


Let's Connect

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