We assemble and manage employee health benefit programs along with commercial business insurance (liability, property, umbrella, workers comp., etc.). Ideal customers are small to mid-sized businesses that want a hands-on insurance broker and partner. We also do personal insurance lines such as homeowners, auto, umbrella, Mexican insurance, and more. Ideal client is one that longs for continuous program and policy support from their agent without calling a 1-800 number. We build strong relationships with our clients and direct access to us 24/7 365 days a year.
Who we want to be referred to
Ideal referral partner is someone that is committed to building a meaningful relationship that leads to authentic recommendations that are exchanged by both parties. Anyone that is connected to business owners, non-profits, HR leadership, and C-Suite executives. Key services include employee health benefits, business insurance, personal insurance, and more. Let's get together and see how we can support each other!
We are a full-service boutique independent insurance broker providing health insurance, dental, vision, voluntary and fringe employee benefits to clients across the country. Whether fully insured, level or self funded- we do it all. We represent over 40,000 employees, $6 million in savings to our clients annually, with an average client relationship of 19 years.
Chris provides strategic leadership to ensure the establishment, monitoring, measurement, and accurate reporting of clients' internal goals. He is dedicated to active listening, collaborative planning, and goal-setting with strict adherence to deadlines. Possessing robust discernment and organizational agility, Chris demonstrates adaptability across various contexts to achieve optimal outcomes. He excels in fostering collaboration for collective benefit and possesses a remarkable ability to cultivate trust and drive results. With a Masters Degree in Business Administration and certification as a Six Sigma Green Belt, Chris boasts a distinguished track record of leading teams across diverse geographical regions within the United States. His multifaceted background and expertise are tailored to meet the unique needs of each client, facilitating transformative outcomes both internally and externally. Furthermore, Chris is an active contributor to the local community, recognized as the 2024 Local Business Person of the Year and esteemed for his commitment as a 2024 Community Supporter.
After over a decade and a half working for a Fortune 500 in sales, consulting, and regional management, I made a decision that my happiness was more valuable than climbing a corporate ladder. I wanted something new, something that enabled me to directly help people without the corporate "red tape." Here I am today at Benefit Intelligence, a boutique brokerage that upholds ethics, transparency, and clients' interests at heart. Today, I have a tool box full of solutions so that members of our community can mitigate unforeseen risks and preserve their way of life.
