It all began in 1998…
…when our founders wanted to automate the day-to-day functions for their clients. We no longer sell insurance but we have grown and diversified and now provide Benefit and ACA administration for other advisors – and more than 250,000 lives on our platform.
One thing has not changed since 1998: we are still run by benefits professionals just like you – so they understand and can relate to your challenges – and how to solve them!
Our Team
Greg Anderson
President
Brad Morton
Vice President, Client Services
Carol Matznick
Marketing Director
Ian Redmon
Vice President of Technology
Erin Anderson
Manager, Client Relations
Our Mission
Technology has changed a great deal since 1998, but our goal remains the same as our founders envisioned more than 20 years ago. We provide state-of-the-art solutions in a done-for-you model that helps free you up to build the practice you envisioned.
We coordinate EVERYTHING, from case setup to ACA notices so you can spend your time selling. Our ACA service limits your liability and allows you to be laser-focused on creating and keeping an ever-growing book of clients.
Our Values
Our done-for-you model frees you to provide the outstanding experience your clients expect – and that sets you apart from your competitors. We become an extension of your team and work seamlessly with your clients on your behalf.