We prefer to learn about you,
but here’s a little bit about us.

Pairing the power of technology with personalized human connection to streamline inefficient processes and solve the unique problems faced by brokers, carriers, HR managers, and benefits counselors.

Making enrollment a better experience for all

We got our start in the insurance world and know firsthand how inefficient and stressful benefits enrollment can be. From executives who are only looking at the bottom dollar to stuffy, stale-donut meetings that don’t motivate employee engagement, we knew there had to be a better way to do it.

Now it’s all we think about. We’re obsessed with making benefits enrollment a simple, easy experience. Not just for HR, but for employees, brokers, and carriers, too. How do we do it? Using the latest technology, a team of passionate communicators, and a little bit of magic. For us, it’s all about riding the waves of innovation and bringing calm to chaos.

Our Crew

Bobby Leesman
Founder
The creative mind obsessed with solving the industry's biggest obstacles with software & automation
Jeff Yarish
Managing Partner
The financial savant that ensures our industry partners are receiving optimum ROI
Torri Zaniol
Managing Partner
Voted best hair and best handshake with a passion for providing clients with the best possible customer service
Lauren Jordan
COO
The empathetic leader and glue that creates impenetrable bonds throughout our entire team

We live our values

Our values are the fabric of our company culture and show up in everything we do, from the smallest detail to our most important decisions. They aren’t just an ambiguous set of ideas framed in the entryway, they’re principals and beliefs that we live in and out of the office and that guide us in doing business we’re proud of, individually and collectively.

We use our values to lead our behavior. It's how we make decisions. Together.

BELONG
You belong here.

We recognize and celebrate diversity in all of us because everyone thrives when we bring our authentic selves to work. We have fun. While we are dedicated to our clients, we don’t take ourselves too seriously. We value and invite differing opinions and experiences to the conversation, knowing we all win when our voices are heard and appreciated.

INNOVATION
We are pioneering.

We relentlessly challenge conventional wisdom, recognizing that the status-quo is a barrier to progress. We embrace new concepts and ideas, knowing we have the safety and support necessary to live outside the box. We never settle for good enough. We take calculated risks, while respectfully challenging ideas and concepts, always raising the bar.

OWNERSHIP
Our Actions Matter.

We take initiative and responsibility for our own decisions, knowing some of the best ideas are born from the worst failures. We anticipate the needs of internal and external customers and colleagues to proactively find solutions, taking the time to find the root cause versus simply treating a symptom. We don’t pass the buck.

COLLABORATION
We win together.

We listen and communicate openly and with clarity, ensuring everyone is heard and all ideas considered. We respectfully disagree and we commit to the final decisions. We ask for help when needed and give credit when it’s due. We seek opportunities to include others, giving everyone the chance to shine.

GROWTH
We grow together.

We try new things and adapt as necessary. We take initiative to develop new skills and we stay curious. We are always learning, even when we lose. We provide feedback with clarity and kindness and we receive feedback graciously. We seek opportunities to learn and stretch ourselves to be the best we can be. We are committed to helping others grow and develop their skills.

INTEGRITY
We do the right thing.

It’s about doing what’s right, not just about being right. We build trust and respect by keeping our word. We do what we say we are going to do. Through teamwork and supporting each other, we protect the dignity of the team. We communicate consistently and with kindness, even when it’s hard. We admit our mistakes, apologize when necessary and forgive even when not asked.

TRANSPARENCY
We continuously earn trust.

We are upfront and honest. We don’t shy away from the hard conversations, even when it’s uncomfortable and we freely admit when we don’t have the answer. We go to the source and we talk about the why behind decisions and motivations. We listen with empathy and communicate with compassion.

What we do best

Partnering with you so that you feel confident and empowered every step of the way is at the heart of our approach. Together we’ll whiteboard ideas, build software solutions for your most painful problems, and establish a meaningful and strategic partnership to guide you to the top. We offer alternative funding options to make your life that much easier, and to eliminate stressors that get in the way of your wins. Here’s what else we offer:

Open Enrollment Orchestration

Enrollment strategic planning and consultation saving your staff time and headaches.

Ben Admin Configuration

Ease and Employee Navigator configuration tailored to your specific audience of employees.

Custom Branded Mobile App

Everything employees need to feel empowered, right at their fingertips.

Employee Email & SMS Campaigns

Highly personalized communication that drives engagement and eliminates manual work.

Data Integrations

Simplify the benefits environment with carrier, payroll, and other automations and integrations.

System Demos & Training

Feel confident in our solutions with system training, sophisticated demos, and a video tutorial library.

Benefits Counselor Services

Connect your employees with an experienced benefits counselor who will help educate and enroll them 1:1 or virtually.

New Hire Coordination

Start the employee off on the right note by deploying resources to educate them about their benefit options.

Self-service Enrollment

Provide 24-7 access to benefits enrollment through our self-service turnkey kiosks delivered to your organization. 

Fueled by technology.
And a thirst for innovation.

Here’s Bobby, our founder, a problem solver since day one. While it’s true that his values are imprinted in all we do and his passion for creative solutions is the fire that ignites our drive to innovate, he knows that the synergy we create as a team and with you is a lot more powerful than anything he can do on his own. So we work together, obsessed with staying ahead of the curve and bringing calm to the chaos. Besides, who wants to celebrate a success solo? It’s a lot more fun to do it together.

Fueled by technology.
And a thirst for innovation.

Here’s Bobby, our founder, a problem solver since day one. While it’s true that his values are imprinted in all we do and his passion for creative solutions is the fire that ignites our drive to innovate, he knows that the synergy we create as a team and with you is a lot more powerful than anything he can do on his own. So we work together, obsessed with staying ahead of the curve and bringing calm to the chaos. Besides, who wants to celebrate a success solo? It’s a lot more fun to do it together.