Partners and Agents

We partner with agents to help clients.

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CRISTY GUPTON

Custom Benefits Solutions

Morganton, NC

Cristy Gupton started her career as a healthcare provider. As a Registered Dietitian, she worked with people who had a variety of needs related to how their eating behaviors were complicating already dire chronic disease states.

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TOM

Benefit advisors of Charleston

Wilson, NC

Benefit Advisors of Charleston has been serving small business owners in the Tri-County area since 2007. Founder and small business consultant, Tom DiLiegro, has extensive experience in the healthcare industry.

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TODD CATLIN

Transition Health Benefits

Brookfield, WI

Todd specializes in under 65 individual health insurance, short-term insurance, international travel policies, Medicare supplements, Medicare Advantage plans, prescription drug plans (PDP), small group health insurance both fully-insured and self-funded.

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DAVE CORNELL

Cornell Insurance Services

St. Paul, MN

CIS, Inc. embodies four service values of cost, quality, leverage and retention. Cornell Insurance Services is based on the idea that our clients should receive a level of service that goes beyond the initial plan development and sale. Throughout the plan year, we provide a set of core services that every employer should expect from their broker.

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BARBARA SCHLAEFER

JC Rose Associates

Madison, WI

Hi, I’m Barbara Schlaefer, founder and president of J.C. Rose Associates. When potential clients ask me, “Why should we work with you?” My answer is simple and always the same “Work with us because we care.” We care about your company and its success.

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JIM MURRAY

Colonial Life Sales

Milwaukee, WI

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DREW ELLEFSEN

Colonial Life Sales

Tampa, FL

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PETER GRIMES

Aur Insurance

Milwaukee, WI