About Us

For the last twenty years, our team has turned our client’s “What ifs” into “We did!”

Using our proprietary Mindful Methodology™, our team provides consultation services to the broader business community, primarily focusing on nonprofits, where our passion for community service shines.

Each new client goes through our rigorous proprietary Mindful Analysis. From there, we develop customized programs based on each of our client’s unique situation and needs. We make sure that their investments in healthcare, workers’ comp, and commercial insurance are maximized, and in many cases, we have saved our clients thousands of hundreds of dollars.

Every year, we review each of our client’s products and services and improve our service offering when possible. We also provide a yearly performance review to further discuss our client’s organization and current needs.

Let us guide you through your What If journey so you can get to your We Did!

Our Manifesto

We are fanatical about improving the world. We improve the lives of each and every person we meet and serve.  We believe that kindness is important in our daily lives and we want to spread it.

We tailor insurance commodities for each organization. We create innovative strategies that make a deep difference in organizations and peoples lives. We save thousands of dollars for our clients. We increase the quality and reduce the cost of employee benefits.