About Us

We have been providing professional financial and insurance services for over 30 years. It’s our business to help you plan ahead. The most important point we make with clients is this: strategy is everything. We offer business owners an alternative to the impersonal treatment they receive from the large brokerage agencies, while offering the same level of value-added services. The benefit program you invest in affect multiple facets of your business, from company morale, to employee retention, to administrative efficiency, to your bottom line. Turning your benefits program into an asset that contributes to your company’s profitability requires the following:

  • Strategic planning
  • Proactive service
  • Effective communication
  • Web-based technology

Providing a Powerful New Approach to Employee Benefits

Our Primary Purpose

Whitaker Insurance combines the commitment of experienced benefit advisors with the sophisticated technology that our clients need to compete in today’s competitive employee marketplace. We will partner with you, providing the knowledge and tools, while delivering a fresh “user friendly” approach that will provide you with peace of mind – knowing that you’re offering your employees an excellent benefits package with seamless administration.

Under the direction of our benefit consultants, clients will have a designated team of account managers and client service administrators to assist and oversee solutions from plan creation and implementation to ongoing service and employee communication.

Our teams strive to become an extension of your HR department, to maximize the engagement of the employees and their dependents, and to free you and your staff up to address other important initiatives within your organization.

We offer a number of resource solutions: 

  • A branded and customized employee portal
  • New employee onboarding tools
  • Encrypted database and HIPAA security
  • Plan comparison tools
  • Paperless enrollment
  • 24/7 document library to host required notices
  • Consolidated billing and payroll deduction reports
  • HRIS/Payroll integration
  • ACA compliance tracking & IRS reporting (1094-C and 1095-C)
  • Monthly newsletter & HR Resource
  • Wellness Programs
  • TPA Vendor Management
  • FSA, HSA & Cobra administration
  • Schedule A collection & 5500 form preparation
  • Access to our HR consultants & Legal Professionals

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