Client-Centered, Service Improved!

In-Sourcing Vendor Relationships

Part of putting all the pieces together is knowing what TAG does in the background to keep the engine running and ultimately what the TAG Training School is all about. We have found that the key to our success has been our ability to meet the needs of of our clients, quickly and creatively. After frustrating relationships with various vendors from 401K TPA's to Benefit Card Administrators, we learned to do it ourselves. And quite frankly, we do it better.

That's what makes TAG great at what we do. We control the process and the positive experience that the clients and their employees have in dealing with important financial matters and so can you. You already take care of your clients the way you want to, and the TAG solution is a back office extension of you. Service your way.

Full Service Insurance Agency

  • We quote, enroll and submit group and individual insurance products including medical, dental, vision and customized disability plans
  • Our staff are Licensed Life & Health or Property & Casualty Producers
  • We have experts in all forms of Property & Casualty Insurance from Professional Liability, Business Owners Polices to a Personal Lines Division that can quote and service Home and Auto Insurance

Benefits Administration

  • Full-Service COBRA Administration and comprehensive reporting package is included as part of the software
  • HSA/HRA/FSA/Section 125
  • Smart Cards

Worker's Comp and P&C Administration

  • Certificates & claims management
  • Safety & OSHA

Accounting & Reconciliation

  • Pay as you go Health, WC & P&C
  • All bills paid by TAG

HR compliance, forms & EPLI coverage

Full service 401K Third Party Administrator