The systems, team, and tools that back every producer here — so you can spend your time in front of clients while the agency handles quoting, enrollment, service, and the paperwork. You stay independent; we make you faster.
Quote, enroll, track, and get paid — on systems built to keep your production moving.
Our Agency Information Management System keeps your quotes, cases, and production numbers in one place — so you always know where you stand.
A leading benefits-administration platform that turns enrollment and case management into a few clicks for you and your clients.
Branded sales enablement — playbooks, drop cards, and co-branded flyers — ready to put in front of a prospect.
Production-based pay with no ceiling and clear tracking — you always see how your book translates to income.
Most producers lose half their week to admin and appointment-setting. Here, named people own that work — so your time goes where it earns.
Prospect and set qualified appointments on your calendar.
Keep cases, paperwork, and logistics moving behind the scenes.
Guide employees one-to-one so your groups enroll with confidence.
Run enrollment across every channel and service clients all year.
You plug into the platform and team as a 1099 independent producer under a management contract. Your book stays yours. We simply give you the infrastructure to grow it faster than you could alone.
Start a conversation and we'll walk you through the platform, the team, and the territory.
Talk to Gregory E. Meyer, Managing Partner — (336) 290-1000