Fully Digital Process
We conduct our initial meeting over the phone and presentations over ZOOM video calls. This has proven to dramatically increase our efficiency and allow us to take care of our clients and their needs much more effectively.
Customization & Value
We dive into what your goals are, and what type of benefits you are looking for. We then obtain quotes from all of the major insurance companies in the market. This allows our team to analyze the results find a program that suits your needs and budget perfectly.
Say goodbye to the impersonal experience and being passed around from one department to the next. You have direct access to our team via text, phone, email or video chat. We love the personal relationships we build with our clients and feel this is something that sets us apart.
All plan administration is done digitally, no need for paperwork. Employees can submit claims online, pull up their digital drug card on the go and check their coverage balances at any time.
WHO WE ARE.
We absolutely love building long term relationships with our clients. We have no doubt that technological enhancements (specifically Zooming) creates a far more efficient relationship, regardless of location. We pride ourselves in taking the complexity out of the benefits space and making it easy for our clients to make informed decisions. Our systems and processes are based on efficiencies, technology and having fun. Building the Vantage Advisory success formula for our clients has been years in the making. Having said that, we still enjoy taking our clients out for a good old-fashioned lunch or round of golf when it's time to get out of the office!
MEET THE TEAM.
GROUP BENEFITS & WEALTH ADVISOR
VANTAGE POINT PROCESS.
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.
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.
We work for YOU, not the insurance companies.
We'll set up a Zoom call to show you how our tax-efficient solutions will improve your current situation. Working with our team will save you valuable time and energy.
SLEEP ON IT
Take your time to decide whether to hire us & follow our recommendations. This is an important decision and we want you to be comfortable with whatever direction you decide to go.
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.
INDIVIDUAL BUSINESS OWNER
BUSINESSES WITH 2 + EMPLOYEES
HEALTH SPENDING ACCOUNT
WHAT OUR CLIENTS ARE SAYING.
“Shawn & Jordan have been helping us with our benefits for years now and always get us the best rates with incredible customer service "
Some of our valued partners.
We are brokers, which means we work for you, not the insurance companies. We have built great relationships with the top providers and survey the market to find you the best value available. Here are some of the companies we currently recommend to our clients.