For established independent brokers and agencies who want to place more business without going captive. Plug into our carrier access, specialty portfolio, and enrollment infrastructure — and keep your book, your clients, and your name on the door.
Everything it usually takes years and headcount to build — carrier relationships, specialty products, enrollment, and compliance — available to you on day one.
BCBS, UnitedHealthcare, Colonial Life, UNUM, and more — write the carrier that fits the group, not the one you're stuck with.
Direct primary care, Rx savings, and VOLA Small Business — differentiators that win groups other brokers can't.
A full counseling and enrollment team runs your open enrollments and services clients year-round.
Employee Navigator and AIMS handle benefits administration, enrollment, and reporting for your book.
ACA reporting, COBRA, Section 125, and dependent verification handled — less risk on your plate.
A Greensboro-based agency licensed across NC & SC, with people who know the market you sell in.
The number-one worry we hear from established brokers is losing what they've built. You won't. Here's what stays yours.
You keep ownership of your clients and your book of business. We help you serve and grow it — not take it.
Keep operating under your own identity. The partnership works behind the scenes, not over your logo.
You engage as an independent partner under a management contract sized to how an established practice actually works.
No disruption to your current clients — just more you can offer them and more support behind you.
Tell us about your practice, your book, and where you want more capacity.
We map the carriers, products, and support you actually want to plug into.
A management contract that sets clear terms and protects what's yours.
Systems, carrier access, and the enrollment team come online and you start placing.
Lead with a real cost-and-care story — specialty products make you competitive on accounts you'd otherwise lose.
Hand enrollment, service, and compliance to a team so your time goes to relationships and new business.
Reach into new NC and SC markets with local backing instead of building it all yourself.
Add capacity and capability without hiring the staff or building the tech stack yourself.
Tell us about your practice and what you want to add, and we'll map out how a partnership would work for you.
Prefer to talk directly? Reach Gregory E. Meyer, Managing Partner — (336) 290-1000