<aside> 💡 RATING SYSTEM ⭐️ - Recommended based on work / No personal contact or experience ⭐️⭐️ - Recommended based on work / Discovered through intro call/outreach but no actual use of the firm ⭐️⭐️⭐️ - Recommended based on work AND Personal recommendation after Founder or Team Member experience 🔥 - Discount offered

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Insurance brokers

• ⭐️⭐️ Heffernan Insurance (rec’d 2x) - Kristen Beeman - [email protected] or Matt [email protected]. (They do personal and business insurance too)
  • “I used Hefferman several time and always amazing experience…He knows how to integrate with Rippling, gusto, etc... to have that fully online integration but a 5 stars concierge on the back end that saved me at 30% of admin time.”
• ⭐️ Bennie - https://www.bennie.com/
• ⭐️ Betafits - https://www.betafits.com/
• ⭐️ Escalon - [email protected]
• ⭐️ Combs and Company - https://combsandco.com/
• ⭐️ Newfront - https://www.newfront.com/employee-benefits
• ⭐️ WhiteCap Insurance - https://whitecapins.com/
• ⭐️ Vita - https://www.vitacompanies.com/
• ⭐️ Bedrosian Associates: https://www.bedrosian-associates.com/

Retirement providers

• ⭐️⭐️ Guideline for 401K - https://www.guideline.com/401k - came recommended a few times for companies < 50 employees.
• ⭐️ Vestwell - https://www.vestwell.com/
• ⭐️ Human Interest - recently integrated with Gusto - https://humaninterest.com/

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