Agents, brokers, CPAs, financial advisors, and HR consultants introduce Trio to employers they already serve. UBG handles the analysis, enrollment, implementation, and administration — with named legal, TPA, and healthcare partners on every engagement.
You know which of your clients would benefit. You make the introduction and join the first call if you'd like — we take it from there.
Payroll analysis, enrollment, implementation, employee support, and ongoing administration. You never manage a claim or answer an employee question.
Trio supplements what you already offer your clients — it replaces nothing. Full compliance documentation is available for CPA and CFO conversations, and Hitesman Law, P.A. is available for direct advisor consultations.
Schedule a call. We'll walk through how the program works, what the partnership looks like in practice, and whether it fits the clients you serve.