What We Do

Custom Solutions to Meet Your Needs

We help everyday people save time and money.

Every client is different. That’s why we take the time to understand your needs and your customers’ needs to develop custom, strategic solutions that affect your bottom line.

Through the implementation of cutting-edge digital marketing automation, strategic planning, and multi-channel integration, in tandem with our award-winning program administration and customer service, we are able to provide financial security for consumers, their families, and their assets.

Our turnkey and broad market programs include:

  • Product development
  • Sales and marketing
  • Customer service
  • Administrative support

Direct-to-consumer

Millions of individuals and their families use our Carefree line of products as a solution to help them save time and money with everyday expenses. We market insurance and non-insurance health discount benefit programs through partnerships with institutions, corporations and insurance companies across North America.

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Affinity Marketing

Leverage our expansive network of relationships with insurance carrier partners to reach new audiences and make a bigger impact. We’ll create a tailored package for your business and to maximize the value for your customers.

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Wholesale

Identify benefits packages that are appealing to your customer or member base, so you can offer them significant savings on everything from health to travel, financial planning to identity theft protection.

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Insurance Programs

Increase revenue, strengthen customer relationships and build brand loyalty.

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Administration

Trust our team of professional administrative and customer service specialists.

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