One team for your entire benefits program.

Brokerage, benefits consulting and managed services, brought together in one all-inclusive experience for growing companies. Use one, or let us run all three.

Your benefits team
All-in-one
Services
Brokerage: carriers, plans and renewals
Consulting: strategy and cost analysis
Managed services: day-to-day administration
One dedicated team across all three
BB
Bespoke Benefits
Scales as your business grows

A one-stop shop for benefits and people operations.

Use one service or all three. Most clients start with brokerage and add support as they grow.

Brokerage

The right carriers and plans, at the right price.

We market your group, negotiate renewals and place health, dental, vision and more.

Carrier marketing & quoting
Placement & renewal management
Open enrollment strategy & setup
Carrier escalations & core compliance
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Consulting

Strategy that holds up to the numbers.

Independent analysis to design, benchmark and govern a competitive benefits package.

Plan design & contribution modeling
Claims & cost-trend analysis
Benchmarking against your peers
ACA guidance, M&A and expansion support
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Managed Services

An extension of your HR team.

We own day-to-day administration, employee support and compliance operations, so you don’t have to.

Ben admin & HR tech platform management
Tier 1–2 employee support
Section 125, COBRA & ACA operations
Vendor & payroll coordination
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Proactive all year — not just at renewal.

A quarterly rhythm keeps your data clean, your team informed and your next renewal planned well ahead of time.

Q1
Foundation & alignment

Confirm goals and priorities, share compliance and market updates, and audit data across HR, benefits and payroll.

Q2
Performance & planning

Gather employee and stakeholder feedback, review early claims trends and map a high-level renewal roadmap.

Q3
Renewal strategy

Shop the market, review results with clear recommendations, and plan open enrollment communications.

Q4
Enrollment & year-end

Lead open enrollment, audit elections, update payroll and HR systems and validate data for the new plan year.

Not sure where to start?

Tell us about your team and we’ll recommend the right mix of services — no obligation.

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