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When we are not the right fit.
One simple office, one company to run everything, or a contract that works fine? We will say so and point you somewhere better.
Rings Jonathan and the team 24x7.
No feeTo ask. Carriers pay us.
6Cases where we say no.
30 minFirst call. Straight answer.
We will tell you upfront
Vendor-neutral cuts both ways.
Not a fit
Good fit
✕A single small office
✓Multi-location, mid-market
✕One company to own and run it all
✓You want someone on your side
✕Daily on-site desktop hands
✓A renewal, audit or new site
✕Cheapest price at any cost
✓Contracts in your name
Not sure? The first call is how we find out.
400+ carriers and platforms, compared.
Six cases
We will tell you upfront.
A single small officeOne location with simple needs? A good local provider may serve you well without an advisor in the middle.
One company to own and run it allWe source and oversee, then hold partners accountable. A single MSP that resells and runs its own stack is a different model.
Daily on-site desktop handsWe coordinate field techs and partners. We are not a walk-the-floor helpdesk.
Contracts mid-term and workingLocked in and happy? Wait for renewal. We will set the reminder and revisit then.
Cheapest price at any costWe optimize for value and reliability, not a consumer-grade circuit at a business-critical site.
Happy with what you haveNothing broken and nothing renewing means no reason to change. We will be here when something does.
Where we fit
Multi-location, independent advice, a trigger event.
Multi-location and mid-marketTwo sites or forty. The more locations and vendors, the more an advisor saves you.
You want someone on your sideTired of carrier reps and vendor finger-pointing.
A renewal, audit or new siteA contract ending, a failed audit or an expansion is when neutral advice pays off.
More: how we get paid · advisor vs going direct · advisor vs MSP
Questions
What people ask first.
Will you point me somewhere else?
Yes. If we are not the best fit for something, we will tell you who is.
Can we start small?
Sure. One site, one renewal, one problem. Plenty of long relationships started that way.
What if we are mid-contract everywhere?
We keep track of your renewal dates and start no later than 90 days before each notice date. It costs you nothing in the meantime.
Not sure? The first call is how we find out.
Thirty minutes. No deck. If we are not a fit, we will say so.
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