Compass Health Consultants

At Compass, our journey began with a simple offering: Short-term medical plans, indemnity products, and ACA major medical coverage. While these products provided options, they brought challenges that shaped our early days. We faced a rollercoaster of fluctuating income, with month-to-month unpredictability keeping us constantly on edge.

Lower persistency compounded the issue. Clients often left due to gaps in coverage that didn’t meet their long-term needs. These “coverage gaps” meant we weren’t just losing clients—we were losing trust. We knew something had to change.

It was then that we had our breakthrough: Bundled products with comprehensive benefits were the missing piece. We envisioned a new direction where our offerings didn’t just sell but solved real problems. We focused on products with larger claim coverage, meaningful protection when someone gets sick or hurt, accessible doctor visits with lower copays, and preventative care that kept clients healthy in the first place. As an agency, Compass aimed higher. We didn’t just want to grow; we wanted to redefine the standard.

Our goals crystallized into three guiding principles:

• Forward-Thinking Agency: Always innovate. Always look ahead.
• Retention, Retention, Retention: Securing clients isn’t enough—we strive to keep them and ensure they’re satisfied.
• Client-Centric Approach: We go above and beyond for every under-65 client, meeting their needs with exceptional care and service.

Today, Compass is not just an agency—we are a partner, a problem-solver, and a team that prides itself on delivering stability and peace of mind for both clients and agents. Our story is one of growth, resilience, and an unwavering commitment to better benefits for all.