Clients we serve

Our company is really happy to work with Christopher A. Dolan. He always finds solution to our needs and gives us the best advise. We are happy to have him and we hope to have a long term relationships in the future

We recently went through the dreaded annual medical insurance renewal for our employees. Patrick Shen very ably assisted us, finding a comparable plan for less that still included all the local doctors that we needed-which has been a problem in previous years. Patrick was very responsive, stayed in touch, and had the answer to all our questions. It was a pleasure to deal with someone who did his job so well. We look forward to working with him again.

We received excellent service from our account rep Chris when frustrated with our previous health care plan. Chris found us the best options and streamlined the entire process for migrating our plan once we chose the one we liked best. Anytime we have questions or issues we get immediate assistance as we navigate through our new health and HSA plans!