Our mission is to deliver continuous industry innovation and provide timely and accurate data to our community. We will provide comprehensive quoting and decision support and create seamless end-to-end integrations with the latest technologies. Most importantly, we aim to treat all our customers as partners and take a vested interest in their success.
We believe that we should give back to each other, our families and our community. This means being an empathetic steward of those around us and acting with integrity.
Pushing through even though it’s hard and you feel like quitting. It’s having passion to push through barriers and achieve your objective.
We take responsibility and act as though whatever we are doing is our own. We think “what would I do if I owned this, if it were mine?”.
The Japanese have a term called ‘Kaizen’, which means ‘continuous improvement’. Whether it is our personal relationships outside of work, how our teams interact, how we develop our product, work with our Board, our customers, our partners or others; we strive to constantly improve ourselves and each other.
Some call this the no #*&hole rule. We call it being humble and aware. No matter how good you think you are, there is someone more successful, who has a better product or gets things done faster. We strive to be open, authentic and inquisitive; humble. If you are defensive, closed, insincere or think you know it all, this is not the place for you.
It all started in February 2014 when three employee benefits industry experts (Jason, Michael and Garrett) and one technologist (Alan) began to reimagine the employee benefits quoting experience. In January 2015, we released QuotePad,the first real-time small group health insurance quoting app native to iPad, in California. Our vision and team have quickly scaled and other ancillary products have been added to supplement our platform for real-time quoting Medical with Dental, Vision, Basic Life, Voluntary Life, Short-Term Disability, Long-Term Disability, GAP Medical, Critical Illness and Hospital Indemnity. Most recently, our Enterprise Carrier Solution has been released at the close of 2015 to allow end-to-end quoting from an underwriter to a sales rep, to a benefits broker that allows employers and employees to shop and compare the best options.