Business Details
33 Years
experience
Your Trusted Partner for Employee Benefits Solutions
At Professional Group Plans, we are dedicated to empowering broker partners through exceptional service, expertise, and resources to maximize growth and long-term success. Founded in 1993, our company has grown organically into the nation's largest full-service General Agency, driven by our core belief in treating people with integrity and prioritizing relationships. Our extensive support teams, strategic partnerships with top insurance carriers, and innovative technology solutions enable brokers to navigate the evolving employee benefits landscape efficiently. With offices in New York, New Jersey, Connecticut, Florida, and Georgia, we serve over 90,000 employer groups and manage $3 billion in annual premiums. Our leadership team brings decades of industry experience to deliver cutting-edge products, compliance tools, and personalized support tailored to brokers' needs.We differentiate ourselves through dedicated carrier support teams, faster turnaround times, and a comprehensive suite of services including ACA guidance, enrollment technology, and healthcare reform consulting. Our commitment to brokers is reflected in testimonials highlighting our unmatched competence, proactive approach, and family-like partnerships. As a 100% broker-focused organization, we continuously evaluate market trends to provide our partners with a competitive edge through advanced resources and strategic vendor collaborations. Our mission remains steadfast: to empower brokers to thrive by combining industry expertise with unwavering support. This philosophy has solidified our reputation as the nation's top-producing General Agency.
Services
Employee Benefits Consulting
Broker Account Management
Large Group Account Executives
Compliance Management
Healthcare Reform Consulting
Online Enrollment Technology
Quoting Platform
Legal Team Partnership
Document Compliance
Carrier Support Services
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of expertise as a 100% organically grown General Agency.
- Our dedicated carrier support teams ensure faster turnaround times nationwide.
- We provide access to cutting-edge enrollment technology and compliance tools.
- Our strategic partnerships cover ERISA compliance, ACA consulting, and legal support.
- We maintain a proven track record serving 90,000+ employer groups and $3B+ in premiums.
What people say
Crucial part of our business model
True partnership
Unmatched level of competence
Proactive approach
Family-like relationships
Services
Employee Benefits Consulting
Our Employee Benefits Consultants provide expert guidance on ACA compliance, sales management, client retention, and new business acquisition. With specialized knowledge in small and large group markets, we help brokers navigate complex regulations and implement effective enrollment strategies. Our team offers full support for claims services, billing, and member-level assistance to streamline operations.
Compliance Management
We specialize in managing ERISA compliance requirements, including COBRA administration, plan documents, and ACA reporting. Our in-house experts collaborate with leading vendors to deliver Form 5500 preparation, summary plan descriptions, and compliance checklists. This service helps brokers mitigate legal risks while ensuring their clients meet evolving regulatory standards efficiently.
Online Enrollment Technology
Our broker-powered online enrollment platform offers a modern solution for benefits administration. Designed by industry professionals, this top-rated system digitizes client interactions, enhances proposal presentations, and improves client retention. We provide full transition support and ongoing technical assistance to help brokers modernize their service offerings and attract tech-savvy clients.
Healthcare Reform Consulting
Our Healthcare Reform specialists deliver actionable insights on regulatory changes, compliance strategies, and market trends. Through proactive updates, customized checklists, and strategic partnerships with legal experts, we help brokers position themselves as trusted advisors. This service enables brokers to identify new business opportunities while minimizing clients' compliance risks.
Broker Account Management
Experienced account managers provide comprehensive support for case submissions, renewals, quoting, and claims resolution. Our team assists brokers with daily operations, enrollment portal navigation, and member services. This dedicated support ensures efficient case management and faster resolution times for brokers' client inquiries.
People
Stephen M. Louro
Founder and Chairman
Stephen M. Louro founded Professional Group Plans in 1993 and established its core values of relationship-driven service and organic growth. His vision created the nation's largest General Agency through strategic carrier partnerships and broker-centric support systems.
Carolyn Louro
COO
Carolyn Louro oversees daily operations and ensures alignment with the company's mission to empower brokers. With extensive industry experience, she focuses on maintaining exceptional service standards and implementing strategic initiatives to support broker partners' growth.
Kerry Phelan
CEO
Kerry Phelan leads strategic direction and market expansion efforts. As CEO, he drives innovation in broker support systems and maintains relationships with top insurance carriers to deliver cutting-edge solutions for the company's broker partners.
Robert Masucci
Senior Vice President
Robert Masucci focuses on market analysis and strategic partnerships. His leadership ensures brokers receive timely insights on industry trends and access to innovative products that enhance their competitive advantage in the benefits marketplace.
Brett Messina
Senior Vice President
Brett Messina manages key carrier relationships and service team operations. He works to maintain the company's reputation for exceptional service through dedicated support teams and streamlined processes for broker partners.
Questions
What services does Professional Group Plans offer brokers?
We provide employee benefits consulting, compliance management, online enrollment technology, healthcare reform guidance, and dedicated account management to help brokers grow their business.
How can brokers partner with Professional Group Plans?
Brokers can request a complimentary consultation through our website to discuss partnership opportunities and access our support resources.
What areas do you serve?
We support brokers nationwide with offices in New York, New Jersey, Connecticut, Florida, and Georgia.
Do you offer technology solutions for brokers?
Yes, we provide a top-rated online enrollment platform and digital tools designed specifically for brokers' needs.
How do you support compliance requirements?
Our compliance team offers ERISA document preparation, ACA consulting, and strategic partnerships with legal experts to ensure regulatory adherence.
What sets you apart from other General Agencies?
We differentiate through dedicated carrier support teams, faster turnaround times, and 30+ years of broker-focused experience serving 90,000+ employer groups.
