About Wealth Axle Insurance & Strategy
At Wealth Axle Insurance & Strategy, our mission is to simplify benefits and protect what matters most—your employees. Our experienced team has delivered customized employee benefit solutions to organizations across our region for many years. We combine compassionate support and strategic guidance to provide the coverage and service every workplace needs to thrive.
Our Services
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Expertise You Can Trust
Our dedicated benefits consultants and account managers collectively have experience across group health, dental, vision, life, disability and voluntary benefits. We stay current on changing plan options, compliance regulations, and innovations relevant to our clients through ongoing insurance education and certifications.
With us as your partner, you can trust you are getting unbiased recommendations tailored to your unique goals, not a one-size-fits-all approach. Our expertise spans:
Insurance carrier and plan analysis to identify optimal coverage options that balance comprehensive care and affordability. We partner with leading regional, national and Blues carriers.
Compliance guidance to steer you through regulations impacting benefits like healthcare reform, COBRA and ERISA.
Renewal and open enrollment management to efficiently transition employees to new plan years.
Billing administration for consolidation and centralized payments.
COBRA administration services for seamless continuation of care.
Ancillary benefits like dental, vision, life and disability to supplement health insurance.
Voluntary benefits allowing employees to enhance protections through the workplace.
Service That Goes the Extra Mile
At Wealth Axle Insurance & Strategy, we don’t just quote and enroll your policies—we provide year-round support addressing employee questions, claims issues, compliance needs and more. Our team is always ready to go above and beyond.
We pride ourselves on being accessible and responsive. Our hands-on approach includes:
Acting as an extension of your HR team to answer employee insurance inquiries. This reduces your administrative burden.
Advocating to resolve claims problems on behalf of your employees to ease their frustrations.
Proactively advising on changing regulations and suggesting impactful plan design strategies based on our experience and insights.
Delivering benefits communications and running engaging enrollment meetings to educate and excite employees.
Customizing benefits to match the unique workforce makeup, budgets and goals of each organization we serve. One size does not fit all in benefits.
The Wealth Axle Difference
We understand choosing the right benefits partner is among the most important business decisions you face. As an independent, family-owned agency, our guiding principles set us apart:
A dedication to ethics. We always make recommendations in our clients’ best interests.
Accountability through active, ongoing monitoring of your plans and changing needs.
Stability that comes with decades in business and financial diligence.
Investments in technology, education and our team’s growth so we can deliver progressive solutions.
Compassionate support throughout life’s changes and challenges.
At Wealth Axle Insurance & Strategy, our goal is forming lasting partnerships built on trust. We ease the benefits burden so you can get back to your real business. If you’re looking for an advisor ready to tackle your challenges with expertise and personalized services, contact us today.
Customer Testimonials
Tax Accountant & CPA Near Columbus Ohio
We help small businesses across the United States, but we particularly love serving as a CPA Near Columbus Ohio. Here are some of the Columbus Ohio Communities we specialize in.