Business Details
23 Years
experience
Your Trusted Insurance Partner in Cornelius, NC
Policyline Medicare Solutions Insurance Solutions is a full-service employee benefits firm dedicated to simplifying the complexities of insurance and benefits management for businesses and individuals. Founded in 2003, we specialize in group health and ancillary benefits, compliance solutions, and technology-driven services designed to streamline HR processes. Our team of experienced professionals brings decades of industry expertise, having worked with national carriers and small to mid-sized employers across North Carolina. We prioritize client relationships, leveraging our deep understanding of regulatory requirements and market dynamics to deliver tailored solutions that align with our clients' financial and operational goals. Our commitment to innovation is reflected in our proprietary technology platform, which enhances benefits communication, enrollment, and compliance tracking while maintaining cost efficiency.Recognized by leading insurance carriers for our excellence, we extend our expertise to individual insurance needs, including Medicare plans, disability income, and long-term care. Headquartered in Cornelius, NC, we serve clients throughout the Charlotte area and North Carolina, combining local market knowledge with national industry standards. Our approach emphasizes education over fear, ensuring clients understand their options while avoiding costly penalties. With a focus on transparency and personalized service, we aim to redefine how clients perceive and manage employee benefits and personal insurance.
Services
Group Health Insurance
Medicare Plans
Compliance Services
Technology Solutions
Individual Insurance
Dental Coverage
Disability Income
Enrollment Support
Wellness Programs
Long-Term Care
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of experience in employee benefits consulting
- Our team provides personalized insurance solutions for businesses and individuals
- We implement proprietary technology for streamlined HR compliance tracking
- Our compliance experts help avoid costly IRS and DOL penalties
- Recognized by national carriers for excellence in insurance services
Services
Group Health Insurance
We design comprehensive group health insurance solutions for small to mid-sized businesses. Our team negotiates competitive rates with major carriers while ensuring plans meet employer budget constraints and employee needs. With expertise in ACA compliance and voluntary benefits, we help businesses attract talent through customized coverage options that balance cost and quality.
Medicare Plans
Our licensed agents specialize in Medicare Advantage, Supplements, and Prescription Drug Plans. We educate clients about Part C and D options while explaining the differences between Medicare Supplement and Advantage plans. Through personalized consultations, we help individuals in the Charlotte area make informed decisions about their healthcare coverage.
Compliance Services
We provide ACA compliance guidance, including Form 1094-C and 1095-C filings, ERISA documentation, and employer shared responsibility calculations. Our experts help businesses navigate complex regulations from the IRS and DOL, ensuring proper documentation while minimizing exposure to penalties through proactive compliance reviews.
Technology Solutions
Our proprietary platform streamlines benefits administration with features for employee onboarding, open enrollment, PTO tracking, and ACA compliance. This secure online system integrates communication tools and educational resources to improve employee understanding of benefits while reducing administrative burdens for employers.
Individual Insurance
We offer tailored insurance solutions for individuals including health, disability income, and long-term care policies. Our agents work with clients across North Carolina to find appropriate coverage that matches their life stage and financial situation, providing clear explanations of policy terms and benefits.
People
Geoff Ricks
President & CEO
Geoff founded Policyline Medicare Solutions Insurance Solutions Insurance in 2003 after five years as a Group Sales Specialist with national carriers. He oversees operations and health insurance programs for mid-sized companies while leading the agency's expansion into personal lines. A UNC-Chapel Hill graduate, he resides in Davidson with his family.
Matt Waters
Licensed Sales Agent
Matt assists individuals and businesses with health and ancillary insurance needs. With a background in psychology and healthcare management, he provides clarity on group programs while serving as a senior producer. He lives in Huntersville with his wife and daughter, enjoying outdoor activities in his free time.
Jeff Kristofak
Licensed Sales Agent
Jeff brings 16 years of experience from national carriers like BCBSNC and UHC to his role as employee benefits advisor. He specializes in group products and Medicare solutions for North Carolina clients. A Belmont Abbey graduate, he has lived in Cornelius for 13 years.
Questions
What employee benefits services do you offer?
We provide group health insurance, dental coverage, life insurance, disability policies, wellness programs, voluntary benefits, and enrollment communication services for small to mid-sized businesses.
How do you help with Medicare enrollment?
Our licensed agents explain Medicare options including Advantage plans, Supplements, and Prescription Drug Plans, helping individuals in the Charlotte area select appropriate coverage based on their healthcare needs.
What compliance support do you provide?
We assist with ACA filings, ERISA documentation, COBRA administration, and employer shared responsibility calculations to help businesses meet IRS and DOL requirements while avoiding penalties.
Do you offer technology solutions for benefits management?
Yes, we provide a proprietary online platform for benefits administration including employee onboarding, open enrollment tracking, PTO management, and ACA compliance at no additional cost to clients.
What individual insurance options are available?
We offer health insurance, disability income protection, and long-term care policies tailored to individual needs, with a focus on helping clients understand their coverage options and limitations.
