Group Benefits, Demystified
No jargon. No fluff. Just honest answers to real questions.
Whether you're running a business or advising one, you need straight answers, not sales talk. These are the questions we hear every day from employers and advisors alike. If you don’t see yours here, reach out. We’ll actually respond.

Benefits Strategy FAQs
Can you help reduce our costs?
Yes. We review every plan with fresh eyes and build smarter structures that often lower total costs without cutting corners.
What if we already have a broker?
That’s common. We’re often brought in to improve structure, support, and results, even when a broker is in place. If we’re not a fit, we’ll tell you.
Is it hard to switch brokers?
Not at all. We handle transitions with minimal disruption. You keep your coverage, your team stays protected, and we manage the rest.
Do you help with claims or billing issues?
Absolutely. We jump in when issues arise and stay involved year-round, not just at renewal. Your team always knows who to call.
Can you support our team during open enrollment?
Yes. We offer high-touch onboarding and employee education—onsite or virtual—so your people feel confident in their coverage.
Do you work with startups or small teams?
We work with companies of all sizes, starting at two employees. Smaller teams often benefit most from our structure and guidance.
What if we’re growing fast and need a better system?
That’s our specialty. We help scaling teams implement systems that grow with them, avoid coverage gaps, and support retention.
Can you help manage benefits for my clients?
If you’re an advisor, yes. We serve as your white-labeled benefits partner, helping you deliver more value and retain high-quality clients.
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We’re Here and We’ll Actually Answer
Have a specific question or a unique situation? Reach out. We’ll give you a clear, honest answer with zero pressure.
