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Showing 1 - 12 of 12 results
LEWIS & ELLIS, LLC
LEWIS & ELLIS, LLC
Plano, Texas
100-499 employees
Lewis & Ellis combines deep industry knowledge with specialized expertise in healthcare and health insurance, life insurance and financial services, employee benefits, and property & casualty/general insurance. L&E’s actuaries, auditors and compliance professionals serve the full spectrum of payer, provider, employer, government, and nonprofit organizations. It all begins with understanding your needs and giving you the personal attention you deserve.
Retirement Benefits Rank
Market Leading
HEALTHCARE HIGHWAYS RX, LLC
HEALTHCARE HIGHWAYS RX, LLC
The Colony, Texas
100-499 employees
CerpassRx, formerly known as Healthcare Highways Rx, is the first true alternative to the traditional PBM model. Our focus is on patients and service, rather than profits. We provide flexible solutions uniquely tailored for each of our clients including clinical, analytic and specialty management. We have created a member-centric service model, when paired with our white glove client service, results in quality service that is unmatched in the industry. Through our strategic partnerships, we have created an unparalleled team of industry experts paired with leading PBM technology. For our clients, we provide personalized pharmacy benefit plans tailored to meet their specific needs; and act as a valuable resource throughout the implementation and account management processes. For our members, we offer high-touch member service, convenience and quality every step of the way. The end result is cost management and high quality for both the client and their members. Satisfied clients and happy members is our goal! Proprietary Resources Include: Member Service Call Center Web Portal Reporting Capabilities Mail And Specialty Programs Prescription Optimization Services CerpassRx is headquartered in The Colony, Texas.
Retirement Benefits Rank
Market Leading
BOYD, SHACKELFORD, BARNETT & DIXON, LLC
BOYD, SHACKELFORD, BARNETT & DIXON, LLC
Plano, Texas
50-99 employees
BSBD Group is one of the fastest-growing independent insurance agencies in the DFW area. Our immense growth is a direct result of our dedication to serve and provide innovative, cutting-edge risk management solutions to businesses of all sizes. Boyd, Shackelford, Barnett & Dixon concentrated our experienced advisors and strong leadership in 2006, continuing to succeed by doing the hard work for our clients. Our Vision The insurance industry has looked the same for many years. Our goal is to change that with our energetic and collaborative team. We are known as the firm that is taking Insurance to the next generation; our decades of experience and prompt delivery have given our advisors a creditable reputation in serving our partners in our marketplace. We ARE doing things differently. We have dedicated safety staff, liaison for our marketers, dedicated account managers, industry-specific experts, dedicated HR and Benefits staff, Innovation. We focus on the quality of our services. Each of our advisors has a unique niche and skillset, which creates diversity within our portfolio of different industries, allowing us to maintain a broad menu of providers that meet unique and specific needs, Experts. We are committed to keeping our clients' needs at the forefront of our culture. A trusted advisor who invests the time and attention it takes to tailor a program built around your needs and continue to provide that year after year, Partnership. We invite you to move your business forward with BSBD Group: Contact one of our dedicated advisors to move your business forward. #fowardBSBD #forwardwithBSBD #thenewinsurance
Retirement Benefits Rank
Top Benefits
TAKE COMMAND INSURANCE AGENCY INC.
TAKE COMMAND INSURANCE AGENCY INC.
Richardson, Texas
100-499 employees
Take Command is a start-up on a mission to improve the healthcare system, starting with health insurance. Pragmatically speaking, we help employers reimburse employees for individual insurance instead of offering a traditional one-size-fits-all group plan. We believe this model can empower employees (when they have the right support) to be savvy healthcare consumers and have a transformative impact on the entire healthcare system. Let’s be honest—health insurance is usually a confusing, frustrating, and even emotional experience for people. We want to fix that with a new model, great technology, and a superior user experience.
Retirement Benefits Rank
Market Leading
CLA USA, INC
CLA USA, INC
Frisco, Texas
50-99 employees
Eagle Financial Group is in the business of preserving people’s assets since. All of Eagle Financial Group’s insurance representatives have specialized knowledge in assisting our clients with issues that are of particular interest to the retired and soon to retire. Eagle Financial Group agents and staff members are trained to assist our clients in preserving their assets. In addition to working with our clients’ estate attorneys, Eagle Financial Group works with other professionals such as CPA’s to assist our clients with tax planning. It is the purpose of Eagle Financial Group and staff to help our clients preserve their assets and pass as much as possible to their heirs.
Retirement Benefits Rank
Market Laggard
APOLLO MANAGING GENERAL AGENCY, LLC
APOLLO MANAGING GENERAL AGENCY, LLC
Richardson, Texas
100-499 employees
Apollo Managing General Agency was formed in 2013, specializing in Non-standard Personal Automobile Insurance through Independent Agents in the State of Texas. Apollo MGA brings many years of expertise in the Non-standard market place. We are committed to providing exceptional customer service and timely claim handling to ensure our shared customers are satisfied with the service received from The Apollo Managing General Agency.
Retirement Benefits Rank
Market Leading
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PEAK AMERICAN FINANCIAL COMPANIES, INC.
PEAK AMERICAN FINANCIAL COMPANIES, INC.
Plano, Texas
25-49 employees
PEAK American Financial (formerly Puritan Financial Group) has provided simple, yet impactful retirement, wealth, and insurance services for our clients for nearly 30 years. We pride ourselves on providing smart financial advice for the masses and strive to treat all of our clients like family. PEAK is here to serve the community and help all the hard workers, overachievers, and those who want to carry on their legacy, preserve, grow, and protect their wealth. From retirement income planning and investment strategy to long-term healthcare needs or settlement assistance, we believe in old-fashioned values by providing uniquely personal service and conscientious financial advice in a world where human interaction is fading. For more information, visit us at www.peakamericanfinancial.com *In the state of California, PEAK American Financial Services is registered as a DBA under the name PEAK American Life Insurance Services
Retirement Benefits Rank
Market Laggard
INJURY MANAGEMENT ORGANIZATION, INC
INJURY MANAGEMENT ORGANIZATION, INC
Plano, Texas
50-99 employees
We're more than a vendor, we're a partner. Injury Management Organization, Inc. (IMO) is a managed care company serving private and public employers, nonsubscribers, insurance carriers and third party administrators. We are driven by servant leadership, employee satisfaction and strong ROI for our clients. IMO Managed Care | Core Services: > Case Management > Utilization Review > Medical Bill Review > Health Care Networks > Ancillary Coordination (Peer Review, RME, DD) > Industry Care Programs > Nonsubscription Services Minority and Woman-Owned Business Enterprise founded in 1991.
Retirement Benefits Rank
Market Laggard
THE ORIENTATION COMPANY, INC.
THE ORIENTATION COMPANY, INC.
Frisco, Texas
25-49 employees
Make a lasting, first impression. That’s not just good advice, it’s the driving principle behind The Orientation Company. We’re a team of seasoned professionals who worked together for two decades in the top enrollment and carrier companies in the U.S. During that time, we witnessed first-hand what happens when decisions are made based only on top or bottom profitable initiatives. We wanted to combine our knowledge to provide industry-defining services—without being owned by a broker or private equity company. So we joined forces and created a truly unique and personalized experience for employers and employees. At TOC, we lean on decades of lessons learned and relationships built. We leverage your technology and provide top-tier implementation staff. Our communications team, comprised of award-winning writers, graphic designers, film producers and directors, creates your customized content. We invest the time to get to know every client company so we can seamlessly guide employees through benefits enrollment. Your employees will feel engaged and appreciated throughout the process –because they will be engaged and appreciated. What sets us apart? Our experience and our passion for perfection. Our team is lean, efficient, and motivated. We don’t aim to be the biggest. We aim to be the best. We set out to create the ideal enrollment company. We’re proud to say, we did it—and our clients agree.
Retirement Benefits Rank
Market Leading
AGILITY INSURANCE SERVICES, LLC
AGILITY INSURANCE SERVICES, LLC
Richardson, Texas
25-49 employees
Leading the nation in Life & Health Insurance Agent contracting, training, commissions, enrollment support and beyond. Servicing ACA, Medicare, Life, Group, Supplemental and Travel Health. Agility is a Field Marketing Organization (FMO) and General Agency (GA) for life, accident and health insurance companies throughout the United States. Founded in 2009, Agility takes pride in training and supporting independent insurance professionals who consistently and compliantly meet their personal sales goals. Agility's agents are the backbone of our success, so we go to great lengths to see that you are successful. Like many agencies, our support services include initial onboarding, carrier contracting and product training. Unlike other agencies, our support services also include bilingual support specialists, technology platforms to improve enrollment efficiency, marketing plan development and implementation, access to customized and targeted marketing materials, enrollment support and commissions advocacy with carriers. Agility and its responsible agents are licensed in all 50 states and D.C., so no matter where you work, give us a call or Get Appointed for best in class support!
Retirement Benefits Rank
Market Leading
CHOICE SOLUTIONS SERVICES, INC.
CHOICE SOLUTIONS SERVICES, INC.
Richardson, Texas
25-49 employees
Choice Solutions Services is a national independent claims management firm providing daily and catastrophe inside and field services for both personal and commercial lines. At Choice our vision is to create a better claim adjusting experience for our clients and their customers leveraging our substantive roster of talent, physical facilities and the latest technologies. Choice currently provides daily and CAT field appraisals, third party administration, contents handling, full file adjustments, temporary adjuster staffing, re-inspections and other select services as requested by our valued clients.
Retirement Benefits Rank
Market Laggard
OPES ONE ADVISOR, LLC
OPES ONE ADVISOR, LLC
Addison, Texas
1-24 employees
Each client that chooses to work with us is unique in their financial goals. However, they all share one common thread: Wealth. Riches. Abundance. Resources. At Opes One, we help people grow wealth, preserve wealth, then turn the wealth into income to distribute and enjoy over a lifetime. Opes is Latin for wealth, riches, abundance and resources. We offer life-changing opportunities for each One of our stakeholders. Our representatives help clients reach their lifestyle and wealth goals. We pride ourselves on a quality experience and professional care. In working with us, not only do you have access to great financial minds and revolutionary technology, but we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards. Opes One is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 15303 North Dallas Parkway, Tower II, Suite 550 Addison, TX 75001 214.346.0985. PAS is a wholly-owned subsidiary of Guardian. Opes One is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Retirement Benefits Rank
Below Market