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)

Steve is thorough in his review of our plan and consistently keeps our district’s best interest in mind. He explores the market to ensure that our district is presented with benefits equal to current as well as creative market alternatives. His presentations are informative and given in a clear concise manner making it easy to understand. Steve’s excellent negotiation skills have enabled us to keep our renewals so competitive that we have remained with our current carrier for several years. He provides outstanding assistance on employee claim issues, billing issues, educational meetings/materials and appropriate legislative concerns.

D.D. (Superintendent)