Our Story
Local, Independent, Aligned
Founded in 2023 with multiple generations of success in the group benefits space, we are building a premier regional brokerage firm focused exclusively on driving better benefit outcomes for employers based in Massachusetts and beyond.
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The insurance brokerage community has largely been absorbed by entities focused more on profit than client outcomes.​ Specific to the benefits space, there's a growing talent gap that has limited employer access to local expertise and support.
Serving our communities
Your advisor cannot be an expert in every locale, but they should be an expert in yours. Hyper focused on serving employers based in Massachusetts and neighboring states. Healthcare is local and so is health insurance. If your advisor is not local, there are likely opportunities being missed.
Owner operated
Ongoing service, expertise, and access to the A-Team always... no more day-to-day vs. strategic contacts, no more service team turnover. The benefits broker community has seen massive consolidation. We are completely independent and free of corporate interests and pressures.
Unfiltered solutions
Understand the full spectrum of opportunity based on your unique circumstances and population. Move forward confidently knowing every stone will be turned. Cost savings and technology opportunities available to employers have outpaced many broker's ability to bring these solutions forward. This is commonly due to competing financial incentives, or lack of expertise.