Partnered Services
Beyond core insurance, we connect you with trusted partners: Ally Health, Champion Health, R&D tax credit specialists, pet insurance, and bookkeeping—so you get more value in one place.
What We Offer Through Partners
We’ve teamed up with select partners to bring you health, tax, pet, and business support—all from an agency you already trust.
Ally Health
Additional health and wellness solutions we can connect you with to support your overall care and benefits strategy.
Champion Health
Partner programs and resources that complement your health and benefits coverage for individuals and groups.
Research & Development Tax Credit
The R&D tax credit isn’t just for big labs. Many small businesses—tech, manufacturing, engineering, and more—qualify for significant savings by claiming eligible research and development activities. We can refer you to specialists who help determine eligibility and maximize your credit.
Pet Insurance
Pet insurance can help cover unexpected vet costs. We can help you compare options so your furry family members are protected too.
Bookkeeping Services
For our small business clients, we offer or refer bookkeeping services as a value-add—so you can focus on running your business while we help with benefits and back-office support.
Interested in Any of These?
Tell us what you’re looking for and we’ll point you in the right direction.