Collaboration Centric Solutions -It’s the core of what we do. Working together to fundamentally change the face of employee benefits consulting. Member firms joined forces for this sole purpose: strategic collaboration with our clients, carriers, and technology partners to create innovative product and service offerings that deliver greater quality and value. We represent a refreshing approach to the increasingly commoditized public firm strategy of consolidation nationally. While the majority of the marketplace is served by big box national firms with little ability to offer unique products and services, C2 member firms stay true to our independent roots, with global reach and local touch, in order to meet the increasing needs of our growing client base.

We believe that the entire healthcare delivery model is in need of disruptive influences. We see first hand the kind of hardship that rising deductibles, increased out of pocket expenses, and rising healthcare costs are having on your employees. There are solutions to these problems and our clients understand those solutions and have consistently out-performed the marketplace when it comes to plan cost and plan performance. Our tagline is "Innovative Solutions for Healthy Companies,"​ is reflective of our values. Our clients see a lot more than just the "Off the Shelf Solutions."​ Our prospects, even if they don't go with us, are always glad they took the meeting. Shoot us a note and let us educate you on some of they ways that we are reducing the burden on employer's bottom line, and more importantly on your employee's welfare.

Coterie Advisory Group, Inc. is an Arizona-based, insurance program manager and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers and employers in the benefits industry. The founders of Coterie Advisors are comprised of a team of insurance and benefits professionals who since 1990, have dedicated their careers to Affordability-Based Medical Plans. They have held various Leadership and Executive roles at multiple insurance carriers, agencies, and platform administrators. They have decades of experience working with some of the nation’s largest service industry employers and understand the unique needs of a variable hour workforce made up of part-time, hourly, and seasonal employees. Coterie Advisor’s unique and proprietary Affordability-Based Medical Plans (Fundamental Care) include fully-insured limited-benefit indemnity plans, level-funded limited-day plans, MEC, and MVP which solve real-world problems, make a meaningful difference in consumers' lives, and have a track record of being market-leading and market-changing. Their drive has helped thousands of employers and millions of individuals obtain quality, affordable care.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most. Working collaboratively across specialties and across the country, Alera Group’s team of more than 4,400 colleagues offer unique solutions, personalized services and proactive insights to help ensure each client’s business and personal success. By harnessing the power of purposeful collaboration, our colleagues deliver clear, holistic solutions to the most complex business and personal challenges.

We can’t be all things to all people, but we are always determined to be reliable partners who work hard to find answers that enhance outcomes. NFP, an Aon company, is an integrated organization of consultative advisors and problem solvers. We provide expertise to help companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. The value we deliver is driven by the proactive collaboration, diverse perspectives and grounded ambition of more than 7,700 colleagues in the US, Puerto Rico, Canada, UK and Ireland. We serve a diversity of clients, industries and communities through our global capabilities and solutions. Together, we put people first, prioritize partnerships, solve problems and continuously advance a culture we’re proud of.