Time-Tested Knowledge
Simpson & McCrady believes in the power of understanding. The insurance solutions and products we provide are backed by our commitment to helping clients comprehend and navigate every available option. After proper insurance coverage is provided, we make sure our clients understand how these services and products will affect their employees’ file claims, or when your company experiences a premium increase.
Good employers recognize the importance of offering solid, comprehensive employee benefits packages. In order to retain and recruit the best, companies must partner with experienced coaches. Our Employee Benefits coaches are positioned in the market to help guide you, and design creative customized solutions for your company’s specific needs.
Whether you are a closely held small business, or large organization with hundreds of employees, Simpson & McCrady will assemble a team of professionals that are qualified to analyze, design, implement and administer your firm’s benefits package.
Overview of Group-Benefits Specific Services:
- Comprehensive Annual Review
- Market Analysis
- Dedicated Account Management
- Employee Claim Resolution
- COBRA Compliance Services
- Employee Assistance Programs (EAP)
- Human Resource Consulting Services
- Legislative Guidance
- Online Account Management Services
- Employee Communication Services
- Employee Benefit Statements Utilization Analysis
Financial Services
Because each client is unique, Simpson & McCrady provides a broad range of coverage for those seeking financial services. We assist every client, individually addressing their needs and tailoring our services to help meet their goals and expectations. From full financial and estate planning to securing term coverage, our Financial Services Department provides all clients with the highest level of care and management.
Group Benefits and P&C have a Strategic Partnership with affiliate firms to assist in the management of Investment Products for our valued clients. These services include but are not limited to:
- 401k/403b Qualified Retirement Plans
- Pension Management & Consulting Services
- Deferred Compensation Products
- Business Buy-Sell Life Insurance
- Business Key Man Life Insurance



