Who We Are

Committed to making Alternative Funding simple & effective for Benefit Advisors

Our vision is to make healthcare sustainably affordable for all American employers

Our Core Values Define Who We Are & How We Operate

Resourceful

Driving innovation and collaboration to create lasting, sustainable value.

Accountable

Taking ownership of our actions, learning from them, and striving for continuous improvement.

Respectful

Treating everyone with dignity and valuing diversity of thought and experience.

Adaptable

Open-minded and responsive to the ever-changing landscape of our industry.

Dependable

Consistently fulfilling our promises and delivering results.
We act with integrity, building trust and transparency in all our interactions with employees, customers, and stakeholders.
We approach challenges with humility, acknowledging both our strengths and areas for growth.
Finally, we are driven by excellence, continuously raising the bar to deliver top-quality outcomes and empowering our team to reach their full potential.