Essential review
$0
Complimentary policy checkup
- 30-minute coverage consultation
- Renewal reminder setup
- Carrier comparison snapshot
Transparent advisory packages
Choose the level of guidance you need. Premiums vary by carrier and risk profile; these packages cover our planning and advocacy services.
Family bundle
$149/yr
Best for households with multiple policies
- Annual in-depth policy audit
- Beneficiary and limits worksheet
- Claims filing assistance
- Priority email response
Business partner
Custom
For employers and growing companies
- Benefits benchmarking
- Certificate of insurance management
- On-site enrollment support
- Risk control resources