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Leading to inspire confidence, so your potential is unleashed.

Welcome to our agency, where we strive to bring clarity on every horizon for your business. We are a leading agency with over 70 years of experience in simplifying business insurance and employee benefits. Our mission is to help complex businesses navigate the complexities of insurance and benefits, enabling them to identify and prioritize gaps in coverage, see their claims clearly, and gain control over financial outcomes.

Our Services

We offer a wide range of services, including:

Employee Benefits

We provide customized employee benefits solutions to meet the unique needs of your business. Our offerings include:

  • Medical: Fully Insured, Level-Funded, Self-Funded, Medical Captives, and ICHRA
  • Individual Medical
  • Dental & Vision
  • Life & Disability
  • Worksite Benefits
  • Compliance
  • Key Man Policy
  • Executive Disability

Business Insurance

We offer comprehensive business insurance solutions to protect your business from potential risks. Our offerings include:

  • Property and Casualty: Commercial Auto Insurance, General Liability, Workers Compensation, Umbrella Policy, and Cyber Liability
  • Risk Management
  • Business Valuations
  • Buy Sell Agreements
  • Captive Programs
  • Complex Claims Advocacy & Management
  • Self-Funded and Large Deductible

Family Insurance

We also provide family insurance solutions to protect your personal assets. Our offerings include:

  • Homeowners
  • Umbrella
  • Vacation Properties & Rentals
  • Fine Arts, Jewelry, etc.
  • Automobile
  • Boats, Yachts, Aircraft, etc.

Our Proven Process

We have a proven process that has been honed over our 70 years of experience. Our process involves three simple steps:

1. *Truthful Engagement*: We start by meeting with you to identify critical issues.

2. *Proven Process*: We then implement our proven process and explore smarter solutions.

3. *Remarkable Results*: Finally, you experience better outcomes for your business and your employees.

Partnered with the Best

We have developed partnerships with top-rated insurance companies and inspired confidence in business leaders across the US. Our process is unique to each client, and we are committed to providing honest advice and protecting what you value most.

On average, our clients experience a 20% reduction in insurance expenses over 3 years. We have a proven track record of success, and we are dedicated to helping you break the cycle and gain control over your financial outcomes.

Give us a call to schedule a meeting with one of our consultants. Your employees (and your bottom line) will thank you.

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