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Brokerage Services

Once a company makes the decision that an insurance product, investment, or third party vendor is needed to meet benefit plan needs, aggressive brokerage services become critical.  BMS is uniquely positioned to solicit carrier quotes, negotiate competitively, and ultimately deliver the most efficient solutions for their client’s employee benefit plan needs.  They understand their vendor’s products, administration platforms and service models.  BMS consultants hold insurance licenses in over a dozen states, including Colorado, Arizona, Hawaii, Massachusetts, and Utah.  Please contact BMS to see if they are licensed or will soon be licensed in your state.  BMS's strong relationships with insurance companies, investment institutions, third party administrators, and professional advisors put them in an exceptional position to bring their clients the best solutions at the best price.   

BMS has a long and continually growing list of vendors that are utilized for insurance solutions including:


BMS also works with many retirement plan vendors and third party administrators, to bring each client the best possible plan options.  Some of these vendors and third party administrators include:

Investment and Retirement Plans


Third Party Administrators


It is not possible to list them all here, so if you wish to inquire about additional vendors please send us a question by email at