Group Health*
Comprehensive employee health and benefits coverage designed to protect your employees, control costs, and support compliance*.
Coverage Options
• Fully Insured and Self-Funded Plans • HDHP, HMO, PPO, POS, EPO, and Level-Funded Plans • Co-Pay Only Plans • MEWA (Multiple Employer Welfare Arrangements)* • Dental, Vision, Basic & Supplemental Life, AD&D • Short and Long-Term Disability • Critical Illness, Accident, Hospital Indemnity, Cancer
Administrative Support
• Benefits Administration Platform • Open Enrollment Support and Employee Education • Cost Containment and Benefits Benchmarking Strategies • Employee Communication Services and Account Management • Payroll Integrations for Workers Comp & Health - coming soon • Benefits Invoice Reconciliation - coming soon • COBRA Administration - coming soon • Section 125 Plan Document Creation & ERISA Wraps - coming soon • ERISA Essential & ERISA Elite (with 5500 filing) - coming soon • Stand-Alone 5500 Filings - coming soon • ACA Compliance and Reporting - coming soon • HIPAA Compliance & Privacy Safeguards - coming soon • FSA, HRA, HSA, Transit & Lifestyle Accounts - coming soon • Health Savings Account Administration - coming soon
Workers' Compensation
Comprehensive protection for workplace injuries and safety management that helps improve productivity, may lower premiums, and supports keeping your team safe.
Coverage Options
• State-Specific Workers Compensation • Employer’s Liability • Occupational Accident Insurance • Stop Loss Coverage • Retrospective Rating Plans • Pay-As-You-Go Workers Compensation
Administrative Benefits
• Pay-As-You-Go premium calculations based on actual payroll • Workers Comp Safety Program (OSHA compliant) - coming soon • Safety Training and Loss Control Services - coming soon • Return-to-Work Programs - coming soon • Experience Modification Review and Optimization - coming soon • Claims Advocacy & Dedicated Account Management • Policy Administration & Modifications • Payroll Integrations for real-time data sync - coming soon
Commercial / P&C / Surplus Lines
Complete business coverage from everyday liabilities to high-risk and hard-to-place exposures all managed in one place.
Coverage Options
• General Liability • Business Owners Policy (BOP) • Umbrella / Excess Liability • Employment Practices Liability (EPLI) • Professional Liability (E&O) • Directors & Officers (D&O) • Product Liability • Liquor Liability • Commercial Property • Business Interruption • Equipment Breakdown • Commercial Inland Marine • Fine Arts Coverage • Transit Coverage • Commercial Auto • Garage Liability • Motor Truck Cargo • Hot Shot Trucking • Oversize/Overweight Load Coverage • Courier and Delivery • Cyber Liability and Data Breach • Technology Errors & Omissions • Cryptocurrency / Digital Asset Coverage • Artificial Intelligence Liability • IoT Device and Cloud Provider Liability • Cannabis Industry Coverage • Drone / UAV Operations • Pollution & Environmental Liability • Active Assailant, Kidnap & Ransom, Product Recall • Entertainment, Events, Film, and Sports Coverage
Administrative Benefits
• Regulatory Compliance Assistance - coming soon • Workplace Harassment Risk Program - coming soon • Risk Assessment and Safety Consulting - coming soon • Loss Control and Exposure Mitigation - coming soon • Contract Review and Certificate Management • Surplus Lines Placement for Hard-to-Place Risks • Market Access and Carrier Negotiation • Account Management and Policy Endorsements • Claims Advocacy and Settlement Support
Owners and
High-Net-Worth Coverage
Personalized, high-value coverage for business owners, executives, and families who require comprehensive protection beyond standard insurance.
Coverage Options
• Homeowners, High-Value and Vacation Homes • Rental and Investment Properties • Condominiums and Historic Properties • Personal Auto, Exotic and Collector Cars • Yacht, Private Aviation, and Recreational Vehicles • Fine Arts, Jewelry, Collections, and Antiques • Umbrella / Excess Personal Liability • Personal Cyber and Identity Theft Protection • Reputation and Estate Protection • Travel and International Coverage • Home-Based Business and Side Ventures
Administrative Benefits
• Personal Risk Reviews and Asset Documentation • Annual Appraisal Coordination and Inventory Tracking • Property Appraisals and Insurance-to-Value Audits • Concierge and Lifestyle Services • Travel Assistance and Security Consulting • Coordinated Business and Personal Policy Management • Dedicated Account Manager and Claims Advocacy*






