Don’t take our word for it!
Hear success stories from real, satisfied clients.
Employee Benefits With Real Connection
“I have known Kate for over 20 years and have been working worth her professionally for the past 9 years!
We are a small group with under 50 employees and Kate excels in taking care of our group. Questions are answered immediately or within a 24-hour time frame. She contacts the carriers on our behalf on all requests. All materials and open enrollment meetings are highly professional and extremely efficient. Our company will be a forever client!”
— Dana Sawyer, Director of Finance & Human Resources
Attention to detail & care when it matters most
“Working with our insurance agent Kate Baum for approximately three years has been an absolutely outstanding experience from start to finish.
Her professionalism, attention to detail, and genuine care for our needs, made the entire insurance process each year seamless and stress-free. Kate took the time to explain every option clearly, ensuring we felt confident and informed in our decisions, it’s rare to find someone so dedicated, responsive, and trustworthy in this industry. I was incredibly grateful for the support and peace of mind she provided. I highly recommend working with Kate.”
— Jeanne, HR Manager "Seed To Table" Naples, FL