My Benefit Advisor

What My Benefit Advisor does

My Benefit Advisor (MBA), LLC is an employee benefits consulting and brokerage firm founded in 2011 and operating as a wholly owned subsidiary of USI Insurance Services, a major insurance brokerage headquartered in Valhalla, New York. The firm guides employers, associations, brokers, and individuals through the planning, communication, and management of group and individual health benefits, and is licensed to consult, sell, and support health insurance products in all 50 states. Its service offering spans benefits consulting, ongoing benefits management with dedicated account managers, a year-round Benefits Service Center call center, compliance guidance from on-staff Benefits Counsel, HR support tools, employee communication assets (customized digital benefits guidebooks for groups of 25+ and on-demand benefits videos for groups of 100+), PEO solutions, and Medicare advisory services.

The underlying technology is a cloud-based employee benefits administration platform featuring a secure paperless online enrollment tool for groups with 25+ enrolled employees, a self-service individual quoting platform with metal-tier filtering and a premium subsidy calculator, an HR support toolkit (handbook builder, state law comparison), and HIPAA-compliant secure email for communications containing Protected Health Information. The platform supports seven physical offices across Pennsylvania, New York, New Jersey, and Ohio, providing regional advisor presence.

MBA generates revenue through carrier commissions on health, dental, vision, accident, critical illness, and Medicare products, professional services for advisory and ongoing management, and affiliate-style referral economics from exclusive carrier discount programs (2% health premium discount and 5–10% dental/vision savings for association members). The firm maintains no direct sales force and acquires all client relationships through channel partners — primarily associations, chambers of commerce, and insurance brokers — supplemented by inside sales contacts segmented by client size and a self-service quoting platform for individuals.

Name

My Benefit Advisor

Legal name

My Benefit Advisor, LLC

Website

https://mybenefitadvisor.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

101–250 employees

Short description

My Benefit Advisor is a USI Insurance Services subsidiary that provides employee benefits consulting, enrollment, and management services to employers, associations, brokers, and individuals across all 50 U.S. states, distributed exclusively through channel partners rather than a direct sales force.

Ownership category

akta.pro rank

Product category

Employee Benefits Consulting and Brokerage

NAICS

Insurance Agencies and Brokerages (524210), Health and Welfare Funds (525120)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Compensation, Benefits & Total Rewards Advisory (BPACAJAG), Compensation, Benefits & Rewards Consulting (BPAHAGAF), Benefits Administration (BPACAPAC)

Keywords

• Employee benefits consulting
• Health insurance brokerage
• Benefits administration services
• Medicare advisory services
• Compliance and HR support

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Employee Benefits Consulting and Advisory Services: Professional advisory services for employers, associations, brokers, and individuals covering benefits planning, communication, and management. Services include benefits consulting, compliance guidance, HR support, and employee communication.
2. Health and Employee Benefits Insurance Products: Sale and support of health insurance products including medical, dental, vision, accident, critical illness, and Medicare coverage. Revenue generated through commissions from insurance carriers. Licensed to sell in all 50 states.
3. Exclusive Product Discounts and Savings Programs: Through partnerships with select carriers, offers members 2% discount on health insurance premiums and 5% to 10% savings on dental and vision plans. Additional third-party vendor access at preferred pricing.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels7 records

Core offering

My Benefit Advisor is an employee benefits consulting and brokerage firm that advises employers, associations, brokers, individuals, and Medicare-eligible clients on health insurance, dental, vision, accident, and critical illness coverage. The firm provides ongoing benefits management, compliance guidance, online enrollment technology, HR support tools, and a year-round Benefits Service Center call center, with revenue generated primarily through commissions on insurance carrier products and professional advisory service fees.

Product overview

My Benefit Advisor is an employee benefits advisory firm that provides a comprehensive suite of consulting, enrollment, and management services for employers, associations, brokers, and individuals. The offering consists of core advisory services including Benefits Consulting, Benefits Management, Benefits Service Center (call center), Compliance Guidance, Employee Communication, Online Enrollment, PEO Solutions, Medicare Advisory Services, and Individual/Family Health Insurance services. Additional offerings include HR Support tools, Special Programs with exclusive discounts, and educational white papers covering Health Savings Accounts, Captive Insurance, and AI in employee benefits. The company operates without a direct sales force, instead partnering with associations and insurance brokers.

Differentiator

Problem solved

Functional benefit

Products and services

• Benefits Consulting

Quantifiable outcome

• Over $24,000 in first year savings through benefit program redesign
• +2 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Cottingham & Butler: Mid-sized U.S. insurance brokerage and consulting firm with strong employee benefits practice serving mid-market employers — closely comparable in business mix and target segment.
• Hub International: Large U.S. insurance brokerage with a substantial employee benefits practice serving mid-market and enterprise employers across multiple regions — competes in the same benefits consulting and brokerage category.
• NFP (an Aon company): U.S. property/casualty, benefits, and retirement advisory firm with deep employer benefits consulting, brokerage, and administration practices — direct competitor to My Benefit Advisor in mid-market employer benefits.
• Holmes Murphy: Midwest-headquartered insurance brokerage and employee benefits consulting firm focused on employer group benefits and risk management — comparable in benefits advisory scope and regional/multi-state employer focus.
• OneDigital: National employee benefits, HR, and insurance advisory firm combining brokerage, consulting, and technology-enabled benefits administration — directly comparable in service scope, employer target market, and channel-driven growth model.

Broad incumbents

• Brown & Brown: Large national insurance brokerage with significant employee benefits and group benefits capabilities — broader portfolio across P&C and benefits, overlapping on employer benefits advisory.
• Lockton: Largest privately held insurance brokerage in the U.S. with significant employer benefits consulting capabilities — overlaps on mid-market and large employer benefits advisory.
• AssuredPartners: National insurance brokerage offering employee benefits, commercial, and personal lines — overlaps with My Benefit Advisor on group benefits brokerage and consulting for mid-market employers.
• Marsh McLennan (Benefit Strategies): Global professional services firm with a U.S. employee benefits and benefits administration practice competing for large-employer benefits consulting and brokerage engagements.
• USI Insurance Services: Parent organization of My Benefit Advisor; itself a top-10 U.S. insurance brokerage operating benefits advisory at greater scale — directly comparable line of business, included as the parent-platform reference rather than as a competitor in the same niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/my-benefit-advisor-llc
• Xx.com/advisorllc
• Facebookfacebook.com/profile.php

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about My Benefit Advisor