Business Details
24 Years
experience
Customized Insurance Solutions for Businesses & Individuals
Established in 2002 by industry veteran Sandy Coventry, our agency delivers comprehensive insurance solutions tailored to meet the unique needs of businesses and individuals. With a team averaging over 20 years of experience, we specialize in employee benefits, Medicare plans, life insurance, and retirement solutions. Our approach combines personalized service with strategic partnerships with A-rated carriers to provide innovative, cost-effective coverage options.We maintain industry leadership through continuous education and active participation in professional organizations, ensuring clients receive up-to-date expertise in an ever-evolving insurance landscape.
Services
Employee Benefits Consulting
Medicare Plans
Life Insurance
401K Plans
Disability Insurance
Flexible Benefits
HR Consulting
Claims Management
Risk Analysis
Medicare Supplement Plans
Details
- Year established: 2002
Highlights and features
- We offer 30+ years of specialized insurance expertise
- Our team averages over 20 years of industry experience
- We partner with A-rated insurance carriers exclusively
- We provide customized, data-driven benefit solutions
- We offer comprehensive claims management and analysis
Services
Employee Benefits Consulting
We design customized employee benefit packages tailored to business needs. Our specialists analyze claims data to create cost-effective, compliant solutions. With expertise in both fully insured and self-funded programs, we help employers attract talent while managing costs.
Medicare Plans
We provide comprehensive Medicare coverage guidance including Supplement, Advantage, and Part D prescription plans. Our specialists help seniors navigate enrollment options and select coverage matching their healthcare needs and budget.
401K Plans
We help businesses establish and manage 401K retirement plans. Our services include plan design, compliance testing, employee education, and automatic enrollment strategies to maximize participation and retirement savings.
Claims Management
We provide comprehensive claims resolution services for employer groups. Our team educates employees on benefits usage, resolves claims disputes, and delivers utilization reports to help businesses understand healthcare spending patterns.
Risk Analysis
We conduct detailed risk assessments using claims data to optimize self-funded insurance programs. Our analysis identifies cost drivers and utilization patterns, enabling data-driven decisions for benefit plan design and cost management.
People
Sandy Coventry
Employee Benefits Consultant
With over 30 years of experience, Sandy specializes in employee benefits and retirement plans. A UCSD graduate and RHU-certified professional, she has designed customized insurance solutions for businesses of all sizes since founding the agency in 2002.
Linda Rotolo
Account Manager/Benefits Administrator
Linda brings over 20 years of employee benefits expertise, specializing in qualified retirement plans. With a BA from University of Connecticut, she has managed benefits administration for biotech firms and brokerage companies since 2002.
Questions
What types of insurance plans do you offer?
We provide employee benefits, Medicare plans, life insurance, disability coverage, 401K solutions, and flexible spending accounts for businesses and individuals.
How do you customize insurance solutions?
We analyze claims data and business needs to create tailored benefit packages, combining fully insured and self-funded options with risk management strategies.
Do you help with Medicare enrollment?
Yes, we guide seniors through Medicare options including Supplement plans, Advantage plans, and Part D prescription coverage.
What HR services are available?
Through our partnership with American Consulting Group, we offer HR consulting, compliance assistance, and employee education resources.
How can businesses improve 401K participation?
We implement strategies like automatic enrollment, employer matching, and employee education to increase participation and improve plan outcomes.
