The focus of Trilogy is working closely with employers to bring competitive benefits and a personal touch.  As an independent broker, Trilogy has the capability to work with any carrier.  Our clients enjoy face-to-face meetings, hands-on service and 100% dedication. 


Our goal is to exceed the expectations of our clients when it comes to plan implementation and service, and to show the value of using an independent agent who is not tied to any carrier in particular.  This ensures that YOUR needs come first, and plans and carriers are secondary.


We offer the following services with you in mind:


  • Evaluation of benefits currently offered
  • Strategic planning to meet the company's cultural and financial goals

  • Employee communication material including required notices annually

  • New hire communication

  • Compliance guidance for state and federal regulations

  • Vendor management

  • Employee assistance for any escalated claim issues

  • Renewal evaluation and alternative plans that may be available


We would love the opportunity to welcome you to the Trilogy family!