For 23 years I worked for 3 of the largest insurance companies in the world. For 17 years I've excelled in the brokerage community. Now I'm putting forth all of my experience and knowledge for the benefit of my clients.
Having built and managed hundreds of successful employee and member benefit programs, I can share success stories and design a plan perfect for your organization. Improve retention, increase engagement, create a unique offering with a tailored combination of benefits, discounts and services.
Could your benefit plan use a free check-up? Why not invest 45 minutes of your time so I can learn about your current plans as well as your goals and objectives for the years ahead. Sharing what has worked for similar organizations can be invaluable. Call or email is an easy first step!
Listed below are just a few of the many benefits we can design for your organization. We also have a proprietary Cash Back online shopping marketplace we can customize for you. It pays cash back to your members and organization when shopping online at more than 1,400 retailers.
We are continually expanding the benefits and services we offer and manage. Lendkey for example is focused on reducing student loan debt - which can be a huge help to so many. Let us know if you'd like us to help develop a customized program for your organization.
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