About Us

THE BENEFITS BOSS

A Little bit about us, and what makes us different than some of the other Insurance Companies.

OUR HISTORY

Once upon a time, a girl named Lore and a guy named Dakota both worked for a captive agency for health insurance. Although they had very successful careers with that business, both were left with an uneasy feeling about how many clients they were forced to turn away consistently. See, the product they represented was very niche, and even though both Lore and Dakota helped thousands of clients during their tenure, they still had to turn away many potential clients who truly needed their services. In 2021, they decided to break off and start their own firm, and The Benefits Boss was born!

We have a true service heart, and we always work to do right by our client, as evidenced by our over 1000 5-star reviews! Book a consultation now and see what all the hype is about! We look forward to serving your needs and introducing you to The Benefits Boss way of tackling your coverage needs.

OUR MISSION

Our mission is to guide individuals, families, and small businesses toward smart, personalized health insurance solutions. We simplify healthcare by providing trusted advice, comprehensive coverage, and the education clients need to make confident decisions through life’s many turns.

OUR VISION

To close the gap between confusion and clarity in healthcare by being the go-to resource for tailored insurance solutions that are understandable, valuable, and protective—preparing clients for both planned and unplanned life events.

OUR VALUES

The Benefits Boss aims to adhere to these Core Values:

empathy

We listen with care and act with compassion, understanding the unique needs of every client.

Integrity

We do what’s right, not what’s easy.

Always honest, always transparent.

education

We believe informed clients are empowered clients. Knowledge is at the heart of every solution we provide.

accountability

We own our actions and follow through on our promises.

trust

We build long-lasting relationships by being reliable, transparent, and committed to our clients’ best interests.

excellence

We hold ourselves to the highest standards in service, strategy, and support.

responsiveness

We are here when our clients need us—quick to act, quick to help.

respect

We treat every person, family, and business with dignity and appreciation.

innovation

We embrace change and seek out smarter ways to deliver insurance solutions.

dedication

We go the extra mile to protect what matters most to our clients.

Need Some Help?

Frequently Asked Questions

See the answers to our most common questions:

What kind of coverage do you specialize in?

The Benefits Boss is a full-service health and life brokerage. We assist with both marketplace (ACA exchange) plans and private options. We also offer a full breadth of supplemental products to complete your package. We are able to help with child-only plans, under 65 coverage and Medicare plans. Whatever you need, The Benefits Boss is ready to get you covered LIKE A BOSS!

What makes you different from other brokerages?

The Benefits Boss is a full-service life and health brokerage. Unlike most other firms, we have access to hundreds of plans, across all 50 states and The District of Columbia. We can help clients of all ages, from child-only plans, under 65 and Medicare-aged participants, as well. We truly can help any client we are privileged enough to work with, and we look forward to servicing your needs soon!

What can I expect from my consultation?

At The Benefits Boss, we are able to help with a wide variety of health, life and supplemental products in all 50 states and The District of Columbia. We will spend a little bit of time at the beginning of our call to uncover your needs; how you use your plan, what potential conditions and scripts we need to ensure are covered, your budget, what you did or didn’t like about your previous plan, etc. We will then work with you to build and customize a plan which is tailor-fit to accomplish your goals for coverage. The consultation is very interactive, and you are THE BOSS every step along the way!

 How long will the consultation take?

We conduct all of our consultations via screen share and telephone. Leaning on technology allows us to help clients all over the country, and it is a lot more interactive to watch it unfold on your computer or mobile device screen as opposed to just listening to us talk about health coverage. The process is down to a science, and we are efficient! Even our most complex cases usually can be handled in less than an hour. The average consultation is around 30-45 minutes.

Do I pay you for the time and your services?

Not one penny! Our job is to uncover your needs and circumstances and match it to some of the hundreds of plans which we represent. We will build a customized package together and the insurance companies will compensate us on those selections. With the ability to help you with multiple product lines, carriers and companies, it takes the pressure off of us to influence you one way or the other. We are truly allowed to be your trusted advisor, and our ONLY goal is to get you covered!

What do I need to bring to my consultation?

Our goal is to get you the most comprehensive package that will fulfill all of your needs. In order to do this, please bring a list of doctors, specialists, dentists and vision providers you would like to continue to work with. Please bring a list of all medications, including dosages and quantities. Please invite any decision-makers to the meeting. Also, if there is anything you believe we need to know, please come ready to share! More information means we have a better ability to find you the best plan to fit your needs...we call this ‘Bossing up your coverage’!

How quickly can I be covered?

Depending on which plans we land on, many plans start on the first of the next month, but there are a few private options which can cover you as soon as the next day!

313 S Jupiter Rd Ste 110, Allen, TX

(970) 450- 4158

Copyright 2025. The Benefits Boss. All Rights Reserved.