Client First

Information may not be reliable

The carriers found on the quoting link above are only some of the carriers we represent - please call us for additional quotes not available for online quoting.

Client First, Inc. is proud to offer its clients the ability to plan for the future, and the future of their loved ones, with services such as investments, college funding, retirement and estate planning. Call us now to receive personalized advice from our on-site financial planner on these and other financial matters.

We use licensed products such as MoneyTRAX and the Circle of Wealth® system that allows us to customize and communicate a plan based on your goals and future expectations with safe, legal solutions to your financial goals. We focus on stopping the transfer of your wealth to third parties and minimizing your lost opportunity costs.

Client First, Inc. is a locally owned and operated brokerage firm that meets the needs of its clients with services such as: group and individual health insurance, life insurance, short-term major medical, short and long term disability, supplemental/voluntary products, health savings accounts, employee benefits, and other insurance services.

With over 50 different insurance carriers represented we are sure to have the right insurance for you. No one insurance is right for everyone, therefore at Client First, Inc. we make sure we always represent a wide array of carriers that fit our clients. We look to match you with the right carrier for your needs, while trying to stay in your network and your budget.

We are dedicated to our clients both before and after a sale. With a full-time sales, claims, and customer service staff we pride ourselves in helping our clients with any questions or difficulties they may encounter in a quick, efficient, and satisfactory manner. Our staff undergoes regular training and development to better meet the needs of our clients.

Life changes fast and your life insurance policy should change with it. If
you do not give your life insurance a review at least once a year you may not have enough coverage or you may need to change your beneficiaries. Let one of our agents make sure your life insurance will be effective and cover all your needs.

Do you offer Employee Benefits? Yes! We can help you design a package to attract, retain, and reward quality employees.

Can you help us save money while not sacrificing quality coverage and care for our employees?
Yes! We can help you control your bottom line while still maintaining exceptional healthcare for your employees using creative solutions and products such as HDHPs (High Deductible Health Plans), HSAs (Health Savings Accounts), and HRAs (Health Reimbursement Accounts).
Do you need assistance with COBRA Administration? We can help you find the right solution to your Cobra needs.