Welcome To Excel Benefits – An Employee Benefits Brokerage & Service Company 

For over 30 years Excel Benefits has been assisting our clients in implementing and managing their group benefits. Our team is committed to fully understanding the unique situation of each client to deliver the optimal solution(s) for their needs. We take immense pride in the trust our clients bestow upon us and the responsibility to provide the professional, outstanding, and personable service they deserve. Our clients’ protection, needs, and satisfaction are above all else.

Drawing from our extensive knowledge and using our time-tested experience, expertise and resources we ensure our clients are provided with the only highest quality benefits and services. Whether you’re a small or midsize business or a large corporation we’ve got you covered. Contact us today, we’d love to learn about your company and how we can help!

Our Approach To Insurance

Excel Benefits, Inc. takes an analytical approach in working with our clients to provide them optimal solutions. We take special care to listen to their needs and expectations. While other firms may state that nothing can be done about unsavory premiums or suboptimal policy design, we refuse to settle. We see every obstacle as something that can be beaten. We look at every problem as having a solution – while it may not always be from point A to point B – that can worked out. We listen to the unique concerns, needs, and situation of each client to then work hard and creatively come up with a solution.


  1. Customer Service – Value-added customer service is one of our core principles and is at the heart of our agency.
  2. Carrier Relationships – Over the past 30+ years our firm has built solid relationships with all the major carriers as well as with many strong alternative carriers. These relationships allow us to work with an extensive network which translates into a comprehensive benefits package at a competitive price.
  3. Knowledge – Our proactive agents stay on top of the ever evolving and complicated insurance industry, making sure we give businesses the most competitive options available.

Group Benefits Solutions

  • Medical

  • Dental

  • Life/AD&D

  • Health Reimbursement Arrangement (HRA)

  • ERISA Wrap Documents

  • Legal Insurance

  • Commuter Spending Account (CSA)

  • Vision

  • Group Voluntary & Supplemental

  • Health Savings Account (HSA)

  • Corporate Wellness Programs

  • Medical Gap Insurance

  • Pet Insurance

  • Disability

  • Premium Only Plans (POP) / Section 125 Cafeteria Plans

  • Health Care Flexible Spending Account (HCFSA)

  • Dependent Care Flexible Spending Account (DCFSA)

  • Identity Theft Insurance

Group Benefits Services

  • Enrollments

  • Claims Assistance

  • Policy Education & Advising

  • Benefits Admin Software

  • Expert Consulting

  • Dedicated Account Service Team

  • Assistance with ACA 1095/1094 Forms

  • Terminations

  • COBRA & State Continuation Administration

  • Assistance With Policy Management

  • Online Enrollments/Onboarding Software

  • Prompt Client Servicing

  • Paperless Enrollments

  • Forms & Paperwork Assistance

  • Help With Billing & Invoices

  • Renewals

  • Customized Benefit Onboarding Booklets

  • Compliance/ACA Guidance

  • Open Enrollment Meetings