Pick what fits. We'll match you with the right person, you pick a time, and we meet. No pressure.
Select all that apply — you can pick more than one.
Based on your topics, here's who can help. Check the people you'd like to talk to.
Pick a length and how you want to connect. Options are limited to what everyone you picked offers.
All times shown in your local time zone.
So we know who's joining and can send the invite.
One last look. Hit confirm and we'll set everything up.
Confirmation emails and calendar invites are on the way. Anything else? Reach us at [email protected].
Getting in touch starts a straightforward conversation, not a sales pitch. A first consultation is about understanding your current plan, your costs, and your goals, then showing where the real opportunities are before any commitment.
Most employers come in with a renewal question, a cost concern, or a sense that their current plan has never been pressure-tested. The consultation is where that gets examined with real numbers.
Key points:
For broader context, see SHRM's benefits and compensation resources.
Before you reach out, you can explore your own numbers with the Benefits ROI Calculator or the Health Plan Cost Projector.
A review of your current plan, costs, and goals, followed by a look at where the realistic opportunities are. It is a conversation, not a commitment.
No. A first consultation is free and focused on understanding your situation.
Your current plan details, headcount, and recent renewal information help, but you can start with whatever you have.
Reviewed by Sam Newland, CFP, Founder of Benefitra. Last updated June 2026.