Our Mission
Compass Benefit Specialists, through experience, partnerships and unmatched service, provides our customers with exceptional employee benefits services that ultimately help you excel in your business. We are the resource that our clients depend on for insurance, benefits and service.
Our Identity
Compass Benefit Specialists, Inc. is one of the best kept secrets in the State of Wisconsin. Founded in 1993 to serve as the outside brokerage house for the agents of a major local insurance agency, we have evolved into an employee benefits, individual and senior insurance brokerage house with over 100 independent brokers around Wisconsin.
Based in Brookfield, WI, we serve as the health insurance resource for individuals, families, seniors, small, medium and large businesses and school districts across the state. Look to us for the best employee benefits in South Eastern Wisconsin.
Our Methodology
- Interview: Fact-finding not just census taking.
- Innovation: We design the right plan for your needs. Different demographics have different benefit needs. We work with you to provide the benefits your employees need and communicate the benefits to them so they perceive the value of the benefit.
- Integration: We integrate the total benefits package to avoid duplication of services and unnecessary costs.
- Implementation: We are with the client every step of the way – from completing applications, through the underwriting process, employee meetings to explain the benefits package, and ongoing service. We also assist with workflow planning to prevent missed enrollment and disenrollment deadlines and proper state continuation/COBRA notifications..
- Integrity: We do the right thing at the right time for the right reason. When it comes right down to it, trust is all there is