If you are like most brokers and agents, you have your clients' best interests at heart, and, when partnering with a TPA, you want to ensure quality work. We at Bentley, Yates & Co. have a wealth of experience and knowledge in the benefit field. We are not here to compete with you; rather we wish to be a partner, working hand in hand with you to create the best possible benefit package for your clients.

For every potential or existing client, we will create a proposal unique to that client outlining the savings and procedures our products. All clients will receive customized plan documents as well as any required or requested employee educational material. Our services also include 24-hour online account access and the ability to download needed forms.

It is our goal to help you as well as your clients be successful in the employee benefit arena. Our products are tailor made to fit the needs of individual clients, and believe that creating a tax-savings environment through FSAs, lowering insurance premiums with the use of HRAs, or implementing COBRA, we can help create a more attractive benefit package.

Bentley, Yates & Co. has become a nationwide firm through its partnerships with brokers, CPA firms, financial planners, and, most importantly, referrals and direct communication.

For more information, please request a quote, or contact us at 972-680-3394.

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