Contact Us:

 Carol Matznick

Marketing Director


About Us:

It all began in 1998….

…when our founders wanted to automate the day-to-day functions for their clients. We no longer sell insurance but we have grown and diversified and now provide Benefit and ACA administration for other advisors – and more than 250,000 lives on our platform.

One thing has not changed since 1998: we are still run by benefits professionals just like you – so they understand and can relate to your challenges – and how to solve them! We provide state-of-the-art solutions in a done-for-you model that helps free you up to build the practice you envisioned. We coordinate EVERYTHING, from case set-up to ACA notices so you can spend your time selling. Our AVA service limits your liability and allows you to be laser-focused on creating and keeping an ever-growing book of clients.