Benefits Brokerage
Great benefits. Brokered for free.
As your licensed benefits broker, we design and manage a package that helps you attract and keep the talent you’re hiring, and negotiate rates directly with your carriers. Carriers pay us, so brokerage costs you nothing.
$0
Brokerage cost
12+
years in business
600+
Businesses served
Why Finvisor
Competitive coverage without the markups or the guesswork.
Our payroll and broker team designs your package, manages enrollment, and negotiates with carriers on your behalf.
Benefits design across medical, dental, vision, and more
A package that helps you attract and retain talent
Rate negotiation directly with your carriers
Competitive coverage at a lower cost
Enrollment, renewals, and ongoing management
Benefits handled without adding headcount
Licensed brokerage paid by the carriers
Expert brokerage at no cost to you
Benefits design across medical, dental, vision, and more
A package that helps you attract and retain talent
Rate negotiation directly with your carriers
Competitive coverage at a lower cost
Enrollment, renewals, and ongoing management
Benefits handled without adding headcount
Licensed brokerage paid by the carriers
Expert brokerage at no cost to you
What we broker
Coverage that checks every box.
We design and manage a benefits package that covers all the bases, so your team gets the coverage they expect from a much larger employer.
Health, dental, and vision insurance
Life, short-term, and long-term disability
401(k) or Simple IRA
HSA / HRA
FSA—medical reimbursement, medical accounts, and dependent care
Commuter benefits
How it works
A broker who costs you nothing.
Insurance carriers pay brokers directly, so bringing us on as your broker doesn’t add a line to your bill. You get an expert negotiating rates on your behalf and managing the relationship with your carriers.
Carriers pay us directly—no cost to you
We negotiate rates and coverage with your carriers
One team already handling your payroll and HR
Lower cost
Companies typically save $1,000–$3,000 per employee a year.
PEOs bundle benefits with markups that climb as you grow. As a licensed broker, we secure competitive coverage on your own plans.
Customized benefits brokered on your behalf
Competitive rates negotiated with your carriers
A smooth PEO exit, handled end to end
What founders say
The finance partner founders wish they had sooner.
“I have observed that Jodi is proactive, exceptionally intelligent, and extremely capable. She has proven to be a valuable asset to our cash flow, which is vital for a small business like XiO.”
Bryan Collins, COO
XiO, Inc
“The Finvisor team has been great. Our financials had been a mess since we opened and the Finvisor team cleaned them up and have been on top of every detail.”
Ryan Schaper, Operations Manager
Flagship
“Unlike other firms that we have worked with in the past, they are exceptional listeners, provide sound and scalable advice, and always have our best interests at heart.”
Brian Hassan, Co-Founder
Kickfin
FAQ
Questions we hear all the time.
Don’t see yours? We’d be happy to answer it directly.
Nothing. Carriers pay insurance brokers directly, so having us broker your benefits costs you nothing.
Ready for better benefits at no brokerage cost?
Tell us about your team and what you offer today, and we’ll show you where coverage and cost can improve.