We are fiercely and passionately independent. We were founded, service clients, and continue to grow based on this principle/philosophy. Our independence allows us to put clients first, not stakeholders or private equity.
In 2001 we formed a benefits group, United Benefit Advisors (UBA), for independent insurance agencies across the country to help create leverage, buying power, and benchmarking without any of the red tape. Today, UBA serves more than 140 benefit firms.
Our next initiative was to establish better analytics and turn benefit plan data into actionable information. In 2013 we formed Vital Incite to proactively identify risk and opportunities, and then take action. Vital Incite has been adopted by independent agencies across the country.