Don’t take our word for it!
Hear success stories from real, satisfied clients.
Employee Benefits With Real Connection
“I have known Kate for over 20 years and have been working worth her professionally for the past 9 years!
We are a small group with under 50 employees and Kate excels in taking care of our group. Questions are answered immediately or within a 24-hour time frame. She contacts the carriers on our behalf on all requests. All materials and open enrollment meetings are highly professional and extremely efficient. Our company will be a forever client!”
— Dana Sawyer, Director of Finance & Human Resources
Attention to detail & care when it matters most
“Working with our insurance agent Kate Baum for approximately three years has been an absolutely outstanding experience from start to finish.
Her professionalism, attention to detail, and genuine care for our needs, made the entire insurance process each year seamless and stress-free. Kate took the time to explain every option clearly, ensuring we felt confident and informed in our decisions, it’s rare to find someone so dedicated, responsive, and trustworthy in this industry. I was incredibly grateful for the support and peace of mind she provided. I highly recommend working with Kate.”
— Jeanne, HR Manager "Seed To Table," Naples, FL
MAKING Employee Benefits A BREEZE
“She always went to bat for us with the carriers to get the best rates possible.”
“Kate and I worked together for over 15 years. She made our group insurance choices easy because she kept me so well informed and up to date on all the newest and best options for the health, dental, and Life insurance choices for my employees. She always went to bat for us with the carriers to get the best rates possible. Open enrollment was a breeze every year, thanks to Kate , who personally handled the presentation of all the benefit options with clear and easy to understand explanations to each group of employees and included assistance with completing the forms as well.
Always available to answer questions or to help resolve problems, Kate was easy to reach and she was responsive and timely to our needs in a professional way. I recommend Kate Baum. She’s the best! ”
— Linda Newman, Benefits Administrator MBI Direct Mail, Inc., Deland, FL