Ready to book
Booking Portal
Use this page to route the right type of appointment quickly. New clients can schedule a consultation. Returning clients can request enrollment, re-enrollment, or a catch-up visit if it has been a while since we have stopped by.
New Clients
Best for first-time conversations about Worksite Advantage, Section 125 savings, and voluntary benefits for your team.
- 10–20 minute review
- Employer and employee fit check
- Implementation and savings discussion
Returning Clients
Already working together? Use this route for enrollment blocks, re-enrollment, service follow-up, or a catch-up visit for your team.
- Annual enrollment and re-enrollment support
- Employee catch-up appointments
- Quick review after staffing changes
Career Overview
Interested in the job opportunity? Go to the career page, request a short overview, or apply directly on ZipRecruiter.
