Burt Advisory Group, located in Elkhart, Indiana, stands out as a significant player in the insurance brokerage industry, particularly for midsize to large employers. Their substantial office size is a testament to their capability to handle diverse client needs, especially in the medical and ancillary benefits sector.
Their expertise shines in working with local and regional employers, tailoring strategies that align with each business's unique requirements. Notably, Burt Advisory Group has built a strong portfolio with top customers across various industries. For instance, they have collaborated with Beacon Health System, a prominent player in the hospitals industry in Indiana, catering to over 5920 participants. This demonstrates their ability to manage extensive and complex benefit plans.
Furthermore, their proficiency extends to the accounting, tax preparation, bookkeeping, and payroll services sector, exemplified by their successful relationship with Everence Services in Indiana, involving more than 540 participants. This indicates their versatility and adaptability to different industry needs.
Their expertise is not limited to local industries. The Congregational Home Dba Brewster Place in the nursing and residential care facilities industry based in Kansas, with 130+ participants, is another example of their expansive reach and capability to deliver specialized services beyond their immediate geographical location.
Being part of a local brokerage firm, Burt Advisory Group combines the personalized attention of a local provider with the resources and expertise typically associated with larger firms. This balance makes them a suitable choice for employers who value a more tailored approach to their benefits management, without compromising on the depth and breadth of services offered.
Their proven track record with both midsize and large employers underlines their capacity to scale solutions and offer strategic benefits planning that aligns with the specific goals and challenges of each business. This adaptability and client-focused approach position Burt Advisory Group as a reliable partner for employer benefits planning and management.