About Us
We are a national broker and consultant partnering with small businesses to provide benefits, outsourcing, and administration.
With 25 years of employee benefits/group insurance experience in both sales and account service/retention for employers with up to 50,000 employees, our goals and complete focus are as fiduciary and trusted advisor managing all facets of an employer's benefits program and small business administration.
As an independent agency, we specialize in a consultative approach to yield positive results. Focus on brokerage operations, carrier relationships, client and employee service, employee communications/voluntary benefits, payroll solutions, private marketplaces, HR outsourcing and business insurance.
Connect with owner Jay Mora on social media via LinkedIn.
We provide the following services for our partners:
Employee Benefits (EB)
Group Health Insurance (EB)
Group Dental (EB)
Private Benefit Marketplaces (EB)
Health Savings Accounts (EB)
HR & Payroll Outsourcing (HR)
Payroll Services (PS)
Payroll Processing & Administration (PS)
Benefits Administration (BA)
Commercial/Property-Casualty Insurance (CI)
Key Person Life, Disability (CI)
Property & Casualty Insurance (CI)
CT/NY Licensed - Appointed By:
- Anthem Blue Cross Blue Shield
- Aetna Health Insurance
- Connecticare
- Connecticut Business & Industry Association (CBIA)
- Empire BlueCross BlueShield
- Guardian Healthcare Providers
- Harvard Pilgrim Health Care
- National General Benefits Solutions
- Oxford Health Plans
- Principal Financial Services
- Unum Group
