case-benefit

Serving the Florida marketplace including

  • Naples
  • Tampa
  • Orlando
  • Clearwater
  • Sarasota

239.213.9909  |  Email Us

Testimonials

Testimonials

Lykins Signtek

It has been a pleasure working with all of you over the last few years. Case Consultants has a great combination of personable service and and edge on knowledge. To Pat and The Team, I wish you continued success!

Advance Medical of Naples

Advance Medical has been a client of Case Benefits for the past 11 years. We came into our relationship after I invited Pat to bid against our then insurancy agency. She did her homework and totally creamed our long standing agent. From the moment we signed to today we have had nothing less than incredible customer service in every aspect of our account. We don't see Pat and her team as our insurance agents, they are really part of our family. They have helped us customize our benefits, successfully move to a new payroll company and improve our benefit package and acillary product lines as much as possible to keep our staff happy. They are hands on, knowledgeable and return emails, calls, panic calls timely each and every time we have ever called. Pat keeps her team up to date on all changes in the market and develops workshops to ensure her clients are aware and prepared for the many issues that come up in the benefit world. We would highly recommend them to anyone of any size with complete confidence that you will be taken care of just like we are!

Automated Shading & Lighting Control

In the more than 10 years we have worked with CBC, they continue to give us consistent, accurate, and timely information to prepare and plan for our benefit needs. I cannot ask for anything more to assist us in making the best decisions for our company and employee benefit plans. The ever-changing world of medical and insurance, not to mention federal healthcare changes, can make staying on top of these things time consuming and a challenge. Patricia and her team are always there to inform us and guide us in the right direction. They are always available for both company management as well as our employees with questions on their plan. We love working with this valued and professional team!

Community Health Partners

Community Health Partners has been with Case Benefit Consultants for many years. They are very helpful each year during open enrollment. If we have questions throughout the year they are there with an answer in no time at all. All their staff is friendly and wants to do whatever it takes to get the job done. I can’t imagine not having them work with our company.

North Collier Fire Control and Rescue District

The District has had the pleasure of engaging Case Benefit Consultants, LLC as our benefit consultant for more than ten years. During that time, we have received superior customer service and realized tremendous savings in our employment benefit costs. Pat Case and her team have helped us to innovatively address plan design, employee education and efficient utilization of our plans to reduce costs for the District while achieving excellent benefits for our employees. We highly recommend Case Benefit Consultants, LLC to any employer fortunate enough to have the opportunity to engage the agency.

Q. Grady Minor & Associates, P.A.

Case Benefits has been our benefits consultant for over 10 years. Pat and the entire team go above and beyond to ensure we have the best and most cost effective options available to us. They are professional, responsive and above all else available when we have questions. They give 100% to ensure we get the answers we need in a timely fashion. We could not be happier with Pat and the entire Case Benefits Team. Thank you Pat for making my job easier!

Royal Poinciana Golf Club

IT has been a wonderful pleasure working with Pat Case and her staff for the past 10 plus years. The entire staff is so knowledgeable, helpful and supportive with claims, billing and any issues that may occur. Pat makes sure our health care plans are created according to our employee needs and always comes up with new benefits that are usually a big hit with our staff that doesn't cost the employer anything. Thank you for all your hard work and dedication to the company and our staff.

Boca Lago Country Club

The Club has had a business relationship with Case Benefit Consultants, LLC for close to 10 years. From day one, we knew we had chosen the right firm to represent and advocate for our greatest asset, the Staff. From acquisition of the best available health benefit plans to human resource management and advice, wellness programs, prompt attention to issues, I can't imagine receiving any greater refined expertise and professional service anywhere in the Club industry. The entire Team at Case Benefit Consultants consistently delivers quality services while making you feel you are their most important client. The Club values and benefits greatly from our ongoing relationship with Case Benefits Consultants.

Happy Grasshopper

We have been incredibly happy with the service and support that Case Benefits has provided to us. They have suggested several money saving strategies, responded to our questions and concerns promptly, and been a pleasure to work with. I’d gladly recommend them to anyone I know and I look forward to working with them for years to come as our business continues to grow.

Azimuth Technology

Azimuth has been a client of Pat Case/Case Benefits for over four years. The team at Case Benefit Consultants is dedicated and passionate. They go the extra mile to ensure clients understanding of the products offered and works diligently to offer the most competitive plans and pricing. I highly recommend Case Benefit Consultants not only for their knowledge and expertise, but also for the personal attention Pat and her team provide to each and every client.

Hideaway Beach Association, Inc.

I have been the general manager at Hideaway Beach Association, Inc, (HBA) and Hideaway Beach Club since September 2009. HBA is a prestigious 325 acre gated community on the West end of Marco Island. HBA has 624 memberships and approximately 1,200 members. HBA's annual revenues run between 9.5 to 10 million dollars. HBA's staff in the winter season is approximately 126 persons and during the summer or off-season, this ammount reduces to approximately 80 persons.

Pat Case at Case Benefit Consultants, has been handling all of HBA's employee group medical insurance and the related benefits. Pat's expertise in this field is outstanding. Her in-depth knowledge and ability to share on a timely basis, accurate and informative data, is "over-the-top". On a scale of one to ten, with 10 being the highest, I would grade Case Benefit Consultants 10.5.

In addition. Pat is highly aggressive and engaged in promoting better health. She assists HBA in having many health fairs and seminars and prived other pertinent educational materials and tools to make HBA's staff healthier.

Edmonson Electric

Case Benefit Consultants has been the benefits insurance broker for Edmonson Electric since 2014. Since that time, the staff at Case Benefit Consultants have become and extended part of our HR department. They are people I can call on, at any time, and they are there for me. They do not show up twice a year when it is renewal time; they collaborate with us all year long.

During open enrollment, they personally oversee the enrollment process; attend all open enrollment meetings, at all three locations; schedule an in-person wrap-up meeting to make sure nothing was missed, and follow-up on all pending items. Case Benefit Consultants set up or own benefits website, for our employees only, with all our benefits information, required documentation, and insurance companies’ links. This is a great tool for management and employees alike, helping us provide our employees with personalized service, and helping us comply with ERISA regulations.

During the setup of the online Employee Benefits Self-Serve Portal, Case Benefit Consultants were involved at all stages of the process, working directly with our HRIS vendor.

During our migration to automating the ACA process, CASE BENEFIT CONSULTANTS was actively involved, from the first meeting to the day of the activation, providing all required documents, and assuring all details were correct. Most importantly, I was not alone; in them, I found a sounding board, and a partner to voice my concerns.

I have been working in the HR field for 27 years and I can honestly say that as a benefit insurance broker; CASE BENEFIT CONSULTANTS have provided the best and most personalized service in the business. All of their employees are genuine and caring, and when I call on them, I feel like I am calling my coworker in the office down the hall.

Thank you Pat, Jeremy, Carol, and the entire CASE BENEFIT CONSULTANTS team!

Structure Medical LLC

Case Benefit Consultants has been the benefits broker for Structure Medical since 2009. During that time, they have provided our business with excellent support in the areas of benefits cost analysis, plan implementation/enrollment, mid-year plan review and wellness initiatives. Case Benefit has worked hard to help us control benefit costs in a time when double digit increases are the norm. In addition, they have provided our employees with top-notch personal service. Without hesitation, we recommend CBC to any company who is looking for a strategic partner in the area of employee benefits.

The Salon & Spa at Mystic Hair

Sometimes small businesses do not seem so small! We have about 50 employees, but for the most part, do everything ourselves, including human resources. Case benefits help fill the role as our human resources department when it comes to health and other employee insurance benefits. Always just a phone call away, they are courteous and kind, and address questions and concerns very quickly! From owner to sales to support, case benefits is quality!

Law Office of Sam J. Saad III

Our office has worked with Case Benefits for over two years and we have had nothing but pleasant experiences. Pat Case and her entire team are consummate professionals and provide us with an extremely high level of customer service. They keep us informed and our renewals are a breeze every year. We highly recommend Case benefits Consultants, LLC to anyone who is looking for an employee benefits company or for anyone who is thinking of switching companies.

Inside Out Solutions, LLC

Case Benefits Consultants have been remarkable to work with! #1 Customized Web-Site focusing on information regarding medical/ancillary benefits for employees instead of getting lost searching large sites or spending a long time waiting on phone for answers #2 Personal Touch…when necessary,there is always a person to talk to at CB when you have questions…often they are the conduit resolving the issues with the huge medical companies…the ability to do this expedites the answers for our employees keeping them happy and streamlines my tasks. #3 Value -Added What I call the HR hotline.. expertise with real-life experiences in an HR capacity giving professional and concise feedback. Love Libby’s help! Bottom line is I would recommend Case Benefits to anyone!

Sandpiper Staffing

Having dealt with many benefits brokers over my years in public, private, start-up and Fortune 50 companies, I can attest to Pat Case and her team being in a class far apart and above the rest. Case Benefit Consultants is truly our partner, taking time to keep up with our business and know our people. Pat was our broker prior to my joining Pelican Holdings Group to lead Sandpiper Staffing in 2014. Since PHGI had grown through multiple acquisitions, it felt we had 'outgrown' CBC, and went with another broker (twice) - with adverse results. As we continue to grow organically, have multistate acquisitions, and increase our international presence, staying competitive while addressing personnel, business and benefits complexity will remain a challenge. We are thrilled to be back with CBC and are confident that Pat and her team will be there with PHGI for the long-run.