Services

Group, individual, family - all under one advisor.

Every service below is priced the same to you (zero) because carriers pay our commission. Your job is to pick the advisor who will actually shop the market.

Our specialty

Group Health Insurance - 10 to 99 Employees

The sweet spot for real optimization. We model fully insured, level-funded, and self-funded options against your actual census and claims history. For multi-state teams, we quote carriers in every zip code you have employees.

  • Fully insured, level-funded, self-funded & ICHRA modeling
  • Census-based quoting across all A-rated carriers
  • Renewal negotiation & plan-year audits
  • Employee onboarding & open enrollment support
  • Compliance guidance (ACA, ERISA, Section 125, COBRA)
Quote My Group
Small team

Micro-Group 2-9 Employees

Smaller teams often get squeezed between individual market prices and group minimums. We focus on creative structures - PEOs, QSEHRA, small-group fully insured - that fit a tight payroll without sacrificing coverage.

  • QSEHRA & ICHRA design for very small teams
  • Small-group carrier shopping where it beats ACA
  • Spouse / dependent optimization
See My Options
Households

Family & Individual Coverage

We make sure every subsidy, tax credit, and network option is on the table. Whether you are between jobs, newly self-employed, or shopping during Open Enrollment, we quote every plan available in your zip code.

  • ACA marketplace plans (all tiers)
  • Off-exchange individual plans when they beat ACA
  • Dental, vision, short-term & supplemental
  • Subsidy & APTC calculation done right
Find My Plan
Marketplace

ACA / Individual Marketplace

The majority of ACA shoppers leave money on the table because they do not check every subsidy path. We do. We also flag when an off-exchange plan quietly beats the marketplace.

  • Full marketplace comparison across carriers
  • Premium tax credit (APTC) & cost-sharing reduction review
  • Special Enrollment eligibility check
  • Year-round income reconciliation guidance
Compare Marketplace Plans
Public programs

Medicaid Guidance

If you or a family member is below the subsidy cliff, Medicaid is often the right answer. We help you understand eligibility by state, complete applications correctly, and transition if income changes.

  • State-specific eligibility review
  • Application support & documentation checklist
  • Transition planning if you move above the cutoff
Ask About Medicaid
Round it out

Ancillary Benefits

Dental, vision, life, disability, critical illness, accident. On their own they are small. Bundled, they become a real retention tool for employers and a meaningful safety net for families.

  • Dental & vision (voluntary or employer-paid)
  • Short-term & long-term disability
  • Life insurance (term & permanent)
  • Accident & critical illness riders
Bundle & Save

Not sure which service fits?

Tell us your situation in 15 minutes. We will tell you which of the above applies - and which does not.

Book a Call