Steve provided our school district with a comprehensive market analysis and was able to effectively communicate a wealth of information to our union representatives and administrative team. (I felt this was essential to making a well-informed decision.) Under Steve’s direction, our staff experienced a smooth transition from our previous carrier to our current Plan, which insures approximately 500 lives.

Steve’s level of expertise, coupled with his years of experience working with schools gave me the ability to present an excellent health care package to our employees while remaining cognizant of cost. Our district continues to recognize the benefits of his advice.


T.P. (Treasurer)

The Portal is amazing. I received my documents after I completed the process. Individual documents were created from each of the elections I made without my having to fill out individual forms. I also liked that with each selection, a PDF document was there to explain. Very nice. Thank you!

D. B-E. (Employee)