Insurance Brokerage and Consulting

Put an entire team of experience behind your plan.  Our highly proficient advisors will help you develop programs that create extended value for your company and your employees. We’ll use our decades of experience negotiating contracts and renewals, and our significant book of business to ensure you have substantial negotiating leverage with carriers and service providers.  So you can get back to focusing on your core competencies and get the most out of your benefits plan.

Our insurance consulting services, include:

Comprehensive Coverage Analysis

  • Coverage philosophy / culture – risk tolerance
  • Budgetary requirements
  • “Insurance ROI" (Return on Investment) – are you getting what you’re paying for?

Claims Reporting / Review

  • All lines of coverage
  • Customized based on specific initiatives
  • Budget projections / metrics

Renewal / Request for Proposal (RFP)

  • Process management
  • Contract negotiation
  • Plan design & funding analysis
  • Local, regional and national benchmarking
For individual benefits, click here.

Talk to an advisor near you today or email us!

  • Bethlehem - 610.865.0261
  • Souderton - 215.703.6448
  • Pottsville - 570.622.7775
  • Wyomissing - 484.709.3315
  • Newtown - 215.321.9842

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