| Products: | Employee Benefits, Individual Policies, Personal Policies |
| Services: | Employee Benefit Planning, Medical, Dental, Vision, Life, Disability, Individual Medical, Medicare Supplements |
| Brands: | Vision |
| Specialties: | Dental, Medical, Vision, Health |
| Credit Rating: | Very Good |
| Sales Volume: | 2M - 5M |
| Employee Size Range: | 10-19 |
| Franchise/Chain: | Standalone |
| Number of PC's: | 2-9 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |