Benefits brokerage & consulting
Required education,
not required buying.
We design, audit, and administer employee benefits programs that people actually understand — and use. No quotas. No hidden incentives. Just the right plan for your team.
Services
Six things we do, done well.
Benefits Consulting
Plan strategy and design that fits your workforce, your budget, and your growth.
02Health Plan Audit
Independent review of plan terms, vendor performance, and where dollars are leaking.
03Claim Analysis
Hard data on what your plan actually costs — and the levers to bring it down.
04HR Technology
The right benefits administration system, properly configured, and adopted by your team.
05Compliance Consulting
ERISA, ACA, COBRA, 5500s. Stay clean, stay confident, stay out of court.
06Dependent Verification
Make sure the people on your plan belong on it. Often pays for itself in month one.
How we work
A different kind of broker.
Education first.
Employees should understand what they have before they're asked to choose. We make benefits make sense — in plain English, year-round, not just at open enrollment.
No hidden incentives.
Recommendations are driven by what your team needs, not what pays the highest commission. If a carrier isn't right, we say so. Out loud.
Real plan analysis.
Claims data, audits, and modeling — not vendor pitch decks. You'll know where every dollar is going and what changing the plan would actually do.
Powered by Confirmidy
We administer client benefits through Confirmidy — a system built for ongoing employee education, not just one-time enrollment. It's how we keep our promise that knowing your benefits doesn't have to mean buying something.