Our goal with our clients is to become a fully integrated partner that serves as an extension of their team.  We work diligently to understand the culture, values, and demographics of our clients so that we interact with you as if we were employees of your organization. Our monthly meetings allow for an open dialogue to fully understand your culture and ultimately becoming an extension of your team.


“CBG is different than traditional brokers —they are truly an extension of my team. They collaborated with us to develop a solid business plan to help us achieve a sustainable benefits model.”

Lisa, VP Human Resources, Construction Company


“CBG delivers excellent customer experience while still offering a broad range of expertise and services. Heather Katz and her team are extremely knowledgeable about all aspects of health & welfare planning.”

Kim, HR Operations, Oil & Energy Company



We Are Your Answer

Would you and your organization benefit from knowing your exact spend on your Health & Welfare Broker year after year?

Are you looking to build a long-lasting partnership with your Health & Welfare Partner?

Is a multi-year strategy a goal of yours?

Are you looking to build upon your Wellness Program?

Do you need assistance with contract negotiations and RFPs?

If you’ve answered yes to any of these questions, please feel free to contact us at (203) 791-0390