ABOUT vantage
Vantage Corporate Benefits Advisory takes the complexity out of creating tailored insurance and health benefits programs for growing businesses. We focus on building long-term relationships with our clients, while monitoring and analyzing their insurance and benefits program regularly to ensure suitability and value.
meet the partners
WHAT WE DO
vantage point process
1
first glance
To ensure a great fit, a 15 minute Zoom or phone call with our team will allow us both to get a sense of whether your needs match our expertise. If we aren't a fit for each other, we will be happy to point you in the right direction.
2
deep dive
We want to know more about what makes you tick. Identifying your needs, goals & corporate culture will help us determine the direction we need to point you. After diving into your unique situation, we will have the insurance companies fight for your business and identify who is the best fit for you while ensuring competitive coverage and value.
3
the
lowdown
We work for YOU, not the insurance companies.
We'll set up a time to show you how our tax-efficient solutions will improve your current situation. Working with our team will save you valuable time and energy.
4
sleep on it
Take your time to decide whether to hire us. This is an important decision and we want you to be comfortable with whatever direction you decide to go.
5
get the ball rolling
At this stage, we'll go to work for you. Our team will guide you through our fully digital enrollment process, educate you on your new program, and take care of any questions along the way. From administration & claims inquiries to changing needs, we are available to assist and make sure you can focus on your greatest asset, your business.
