Broker Services

Right amount of coverage. 

Reliable support.

Your organization's benefits plan deserves tailored solutions and real benefits consultants, who care about your business and its goals. Learn more about our broker services.

Get my complimentary plan review

Benefit plans backed by strategy

We go above and beyond to guide your organization toward benefit plans that support your vision.
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Community-rated plans for small groups
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Enhanced benefits for large groups
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Custom solutions for organizations

Our first priority is you

When selecting a benefits plan for your organization, we're here to support you at each stage and decision.
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Your partner from strategy to renewal

When it comes to employee benefits, one size doesn't fit all. Our team is dedicated to guiding you through every step of the design, selection and renewal processes. Our benefit services feature:

  • benefit plan selection analysis;
  • recommendations tailored to your organizational needs; and
  • comprehensive support throughout the selection process.

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Always responsive and reliable

We provide ongoing support to help your benefit plans operate effectively. Our management approach is tailored to address the unique needs of your organization.

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Compliance and HR

Guidance to navigate changes and enhance the effectiveness of your benefit offerings. 

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Benefits admin. platform

Regular assessments to enhance plan effectiveness and employee satisfaction.
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2 min read

2026 AI Trends Series, Part 1: Carrier-level Observations in Employee Benefits

Bernard A. Gleeson: Jul 20, 2026

TruePlan’s six main observations from carriers this year Artificial intelligence continues expanding across the...
2 min read

Post-Enrollment Strategies for HR: Maximizing Benefits Success

Bernard A. Gleeson: Feb 25, 2026

Is there an actual “downtime”? For those running calendar year benefit plans, the close of open enrollment marks a...
1 min read

New Civil Penalty Increases for SBC, MSP, and HIPAA Violations

Amanda Humphrey: Nov 1, 2024

Heads up healthcare professionals and group health plan administrators! The U.S. Department of Health and Human...

FAQs

Find answers to your most pressing questions about our brokerage services. 

Let's talk

Still have questions or want to learn more? Reach out for a complimentary 30-minute call.
We want to take care of our employees, and it's clear that TruePlan wants to help us do that.
Village Community School
Leslie Johnson
Associate Head of School for Finance and Operations, Village Community School
We have such a diverse workforce. The on-site education they do for our people is wonderful.
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Lisa M. Mazzoccone
Vice President & Chief People Experience Officer, St. Mary’s Healthcare Amsterdam