Excalibur Financial Group, a highly regarded local insurance consultant in Tampa, Florida, provides exceptional service and expertise to clients across the state, particularly in the automobile dealers, depository credit intermediation, and support activities for transportation industries. Renowned for their wide range of experience and expertise across client sizes, industries, and products, they have earned one of the highest M Scores in the industry.
One exemplary success story for this office location is their collaboration with Tri County Human Services, a notable employer in the individual and family services industry with a workforce of 210 members. Excalibur Financial Group worked closely with Tri County Human Services' HR and finance team to develop a customized insurance package, including HMO and PPO plans, as well as a pharmacy benefit management (PBM) and drug plan specifically tailored to meet the unique needs of their members.
In addition to their work with Tri County Human Services, this office of Excalibur Financial Group proudly serves other esteemed employer clients such as Addition Financial Credit Union, Memorial Motors Inc, Pallet Management Services LLC, and Sullivan Buick GMC. Their expertise extends to businesses of varying sizes, including large, midsize, and small employers, catering to a diverse range of industries.
With their extensive experience working with self-funded employers, strong track record in HMO plan design and meeting client needs, as well as their proficiency in collaborating with PPOs and pharmacy providers, Excalibur Financial Group is a trusted partner for businesses seeking comprehensive insurance solutions. Their exceptional M Score reflects their commitment to excellence, making them a preferred choice for clients in need of tailored insurance coverage in the Tampa, Florida area.