Our Services


Beyond Insurance

While switching your insurance provider might be first on your list to address, setting yourself up for success goes well beyond that. Our teams are experts in their own specialties while crowdsourcing knowledge back and forth, so that you get the most comprehensive perspective, no matter who you are working with or which services you’re taking advantage of.


Employee Benefits 

The key to maximizing investments in employee benefits is finding the optimal mix of benefits, efficiently delivered to generate the highest return of rewards and experiences for a high-performing workforce. Let’s find yours together.


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Business Insurance

Every business has its own set of unique risks. We’ll help you face those head-on with insurance and risk management designed specifically for your organization.


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Private Client

Your personal insurance should be designed to fit your lifestyle. Let’s get you exactly what you need, and get the most out of your insurance dollar.


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Sightline is our proven, guided approach to finding your edge – the combination of insurance, benefits, safety, and compliance that’s perfect for you and only you. See how it works.


Find Your Edge



Webinars, playbooks, checklists, surveys, quizzes, and more helpful HR and insurance resources – downloadable and ready.


Dive In

Transparency in Coverage Rule


Ready to Find Your Edge and Own it?

The sooner you identify what optimized looks like for you, the sooner you can operate from a perspective that puts you in the driver’s seat. Let’s get started.


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