Benefits & HR - Perfected

  • Newest Technology
  • Experienced Insurance Experts
  • One Easy Solution

All your services working together

We work as your advocate to manage all these systems for you and deliver them in one unified solution. On top of that we provide more hands help with employee engagement, communication, and enrollment as well as more sophisticated insurance solutions.

HR Support

HR advice and consulting. Employee handbooks and 24/7 HR support center.

Business Insurance

Worker’s Comp, general and professional liability. Product and cyber liability.


We partner with Paylocity, TRAX Payroll, ADP and Basic Payroll to offer benefit connections and pay-as-you-go work comp options.


POP Section 125 Plans and Wrap SPDs – Pre-tax deductions and ERISA compliance. ACA Compliance – 1094 & 1095.

Why businesses choose us

Newest technology

Cutting edge benefit management technology with seamless integrations to payroll, work comp, and HR support.

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Personal service

Dedicated broker and account manager. Direct access and no hotlines.

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Industry expertise

Full-service agency with broad knowledge and in-depth product specialists.

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We can also take care of personal insurance needs

We will give you the education, resources, and professional service you deserve to make an educated decision on your insurance. Working with us will save you time and money. We use the latest technology to make the purchasing experience and underwriting process as easy as possible. We can guarantee you the best coverage at the best rate – every time.

Health Insurance

Individual & family plans, ACA & Covered CA, Subsides & HSAs.

Medicare Supplements / Advantage

Medicare is available for everyone age 65 and over. You can use a supplement or advantage plan to make sure there are no holes or gaps in your coverage.

Disability Insurance

Disability Income Insurance (DI) replaces your paycheck if you become too sick or hurt to work.

Home / Auto Insurance

If you have a home or car you need to have it insured. This insures your property and liability exposure to protect you and your family.

Get the best of both worlds:
Cutting Edge Technology + Experienced Insurance Experts

Client Feedback

Recent Blog Posts

  • What Are the Benefits of a Captive Health Insurance Program?

    As more companies look for innovative ways to gain control over the expense and quality of their employee health insurance plans, many are coming across captive health insurance as they weigh their options. We see captive health insurance plans as being ideal for firms with greater than 50 employees who may have considered self-funding their

    April 9, 2019
  • What is the ACEC Life/Health Trust?

    ACEC Life & Health Trust – A way to save big on your health insurance dollars What do Fortune 500 Companies have in common? They’re big. And what do big companies have access to? Affordable and quality health coverage. It’s as simple as that. The American Council of Engineering Companies (ACEC) is the oldest &

    December 12, 2018
  • 2 Ways to Implement Healthcare Incentive Plans for Employees

    Incentivizing your employees to perform well at work is common. But what about incentivizing them to take care of themselves outside of work? If we truly care about the people of our company, we want them to be living healthy lives. Healthier employees are happier employees, and research shows happy employees perform better at work. This

    September 14, 2018
  • How an HRA Health Plan Maintains Quality While Saving Money

    The secret is out. Attracting talent has become recognized as a cornerstone for succeeding in business. According to a survey by Glassdoor, out of 50 benefit types, health insurance ranks as the number one predictor of employee satisfaction. So it’s no wonder companies are paying attention and forking out large sums of cash for high-end

    August 21, 2018