Individual and Group Insurance

Understanding the needs and expectations of insurance advisors and customers

Having the right coverage in place – to protect against property damage, injury and illness, inability to work or loss of life – can make the difference between resilience and catastrophe. For employers, offering the right mix of group insurance benefits can also be a powerful tool for the recruitment and retention of top talent. We work collaboratively with insurance providers to make business gains by identifying needs and opportunities among individual policy-holders, employee group plan members and group plan sponsors. We also work with plan consultants and advisors as they serve each of these client groups – from individuals seeking appropriate coverage to group plan sponsors developing competitive benefits packages.