MEET OUR PARTNERS
Jon Carroll
Financial Advisor | Commonwealth FG
(843) 884-4545 ext 13
Jon and his team of advisors specialize in helping business owners, executives, and families in financial transition define and articulate their financial objectives, develop strategies that work towards specific and measurable benchmarks, and translating data into practical applications utilizing cutting-edge technologies and platforms.
Ona Kean
Benefits Advisor | ADP Total Source
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Ona and her team help our clients bridge the gap between local benefit agencies and PEOs. By partnering with ADP's Total Source Solution clients have access to the full spectrum of human capital management services that ADP provides, paired with the guidance and accessibility of a local benefits agency, often saving both time and money.
Dennis O'Keefe | Amwins
Regional Sales Manager | Amwins Connect
(706) 399-5407
Amwins Connect offers extensive training, exceptional service, expert knowledge, and valuable tools to give insurance brokers a competitive advantage. A dedicated Amwins Connect team is always ready to assist with quoting, underwriting, enrollment and more! We help free up your time so both brokers and clients can focus on growing their business.
Zizzl
ICHRA Benefit Solution
Zizzl is quickly becoming our go to solution for clients wanting to offer an Individual Coverage HRAs. Their system allows us to bypass the traditional "locals only" plan designs and assist employers who have employees located throughout the US with an integrated system that assists with payroll and supplemental benefit deductions. the downside is a higher admin fee which often makes this solution cost prohibitive for smaller groups.
ABRA
Benefit Administration Platform
ABRA is our go to benefit admin solution for smaller sized businesses. Creates payroll reports, automates onboarding, and is very simple to manage and understand for both employees and admin staff. Its limitations come from being a proprietary solution with Workful, which has its own in-house payroll and HR suite. Functions beautifully when you do not need to integrate with other systems and offers a wide variety of plan concepts.
Allison Pickhardt
Senior Vice President | NFP
(843) 425-9005
Allison and her team at NFP provide us with the capability to go up market with a wide range of integrated solutions beyond traditional broker roles. Allison's experience in the world of both benefits, HR, and risk management provide a total source solution for our clients without losing the personal touch they are accustomed to.
Jacob Morris
Senior HCM Sales Consultant | Payfluence
(843) 725-1370
At Payfluence HCM, strong customer support is at the core of who we are. We value the importance of fully training you on our platform, and truly getting to know you and your business. If you are a business owner looking for more local support with your Payroll/ HR/ Time and Attendance needs, I would love to share how we can help you!
Heath Johnson
Private Wealth Advisor | Northwestern Mutual
(843) 847-1135
Heath and his Bera Wealth Advisory Team at Northwestern Mutual develop enduring relationships with our clients by providing expert guidance for a lifetime of financial security. They use a four-step approach to help you understand complex financial issues and demonstrate how various strategies or choices can affect life goals.
Employee Navigator
Benefit Administration Platform
Employee Navigator is one of the industry's most popular and robust benefit admin systems. ENAV integrates with numerous third parties that help consolidate processes with payroll, HR, COBRA, and even ACA Reporting. Traditionally we place groups with more than 20 employees on this system but it is available to all clients with both medical and supplemental lines at no charge as long as benefits remain with 843BHM.
SwellSpace
Jessica Brewer | Co-Founder 3Together
Jessica and SwellSpace help us scale communication and education efforts with beautifully designed "webspaces" that employees and prospective hires can access anytime, anywhere, replacing the classic bulletin board in the break room.
843BHM+SwellSpace means your benefit strategies are supported by some of the best employee communication tools in the industry and can be easily updated and accessed 24/7.