Corporate Benefit Partners

What Corporate Benefit Partners does

Corporate Benefit Partners is an independent employee benefits brokerage and consulting firm founded in 2015 by Connie Chiara and headquartered in Boca Raton, Florida. The company serves employers of varying sizes — from small businesses to mid-market and enterprise accounts — across the Florida marketplace, with a stated regional Southeast US footprint. Its core offering is structured around six integrated service modules: Control Plan Cost (carrier negotiations, benchmarking, plan design), Compliance (ERISA, COBRA, Section 125, 5500 filing), Technology (powered by Employee Navigator for enrollment and plan administration), Employee Communication (open enrollment meetings, total compensation statements), Employee Advocacy (claims support and appeals), and Wellness (culture-of-wellness programs). Client engagement follows a documented five-step consultative process — the CBP Employee Benefits Challenge assessment, Initial Consultation, Discovery Meeting, Strategic Plan delivery, and ongoing Partnership Evaluation — positioning CBP as a long-term strategic partner rather than a transactional broker.

The underlying technology stack is modest and third-party dependent. Employee Navigator serves as the primary administration platform when clients do not have an existing system, handling enrollment, plan comparison, contribution management, document storage, and reporting. CBP itself builds no proprietary software beyond the survey-based CBP Challenge assessment tool. Carrier relationships span Florida Blue, UnitedHealthcare, Cigna, Aetna, and Blue Cross Blue Shield, with Florida Blue and UnitedHealthcare identified as the two primary providers in the Florida under-50 employer segment.

The business model is commission-based: CBP earns transaction fees (carrier commissions on premium) for placing and servicing employer group health, dental, vision, and ancillary coverage. The firm emphasizes full compensation disclosure and independence from any single carrier or program. Go-to-market is sales-led and consultative, combining an active content marketing blog, SHRM chapter speaking engagements by the founder, and Calendly-scheduled no-obligation executive conversations with Connie Chiara directly. The company is privately held, founder-owned, and shows no disclosed venture capital, private equity, or parent-company involvement in the source materials.

Name

Corporate Benefit Partners

Legal name

Corporate Benefit Partners

Website

https://corporatebenefitpartners.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Corporate Benefit Partners is an independent employee benefits brokerage and consulting firm serving Florida employers with commission-based brokerage, ERISA compliance, Employee Navigator technology, employee advocacy, and wellness services delivered through a five-step consultative model.

Ownership category

akta.pro rank

Product category

Employee Benefits Brokerage and Consulting

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYFSAEADAC

Employee Benefits Brokerage & Consulting

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Insurance Brokerage & Risk Advisory

Keywords

• Employee benefits brokerage
• Group health insurance
• Benefits consulting services
• ERISA compliance support
• Employer benefits advisory

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: The company operates as an insurance brokerage, earning commissions from insurance carriers (including Florida Blue, UnitedHealthcare, and others) for placing employer group health insurance business. Revenue is generated through commissions on premium payments for employee benefit plans including health, dental, vision, and other coverage.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Corporate Benefit Partners is an independent employee benefits brokerage that helps Florida employers procure and manage group health, dental, vision, and ancillary insurance coverage through carriers such as Florida Blue, UnitedHealthcare, Cigna, Aetna, and Blue Cross Blue Shield. It delivers a consultative six-module service platform covering cost control, ERISA compliance, enrollment technology (via Employee Navigator), employee communication, employee advocacy, and wellness, structured around a five-step engagement process led by founder/CEO Connie Chiara.

Product overview

Corporate Benefit Partners is an independent employee benefits brokerage and consulting firm offering a comprehensive service platform. The core offering consists of six integrated service modules: Control Plan Cost, Compliance, Technology (Employee Navigator), Employee Communication, Employee Advocacy, and Wellness. These services are delivered through a structured five-step consultative approach: the CBP Employee Benefits Challenge assessment, Initial Consultation, Discovery Meeting, Strategic Plan delivery, and ongoing Partnership Evaluation. The company also provides access to an Employee Navigator technology platform for benefit plan administration. The portfolio is unified around the company's mission to help employers achieve better balance between cost and coverage while ensuring compliance and employee satisfaction.

Differentiator

Problem solved

Functional benefit

Products and services

• Control Plan Cost Cost management service that helps employers secure the best possible price on health insurance plans, including benchmarking, audit and review of current plans, strategic planning, benefit plan design and redesign, financial reporting, renewal projections, carrier negotiations, and wellness program support. Targeted at Florida employers seeking to control group health spend.
• Compliance ERISA compliance service for employer-sponsored health and welfare plans covering Department of Labor requirements, wrap plan documents, COBRA administration guidance, Section 125 plan documents, COC/SPD audit and support, legislative guides, ERISA attorney access, SBC distribution, compliance updates, and 5500 compliance and filing. For Florida employers subject to DOL oversight.
• Technology (Employee Navigator) Customizable employee benefit plan administration technology powered by the Employee Navigator platform, providing new hire enrollment, plan comparison and selection, enrollment status monitoring, contribution level management, plan document storage, and customizable reporting. For employer clients needing an enrollment and administration platform.
• Employee Communication Strategic employee communications and education services including benefits-at-a-glance summaries, open enrollment meetings, presentations, lunch-and-learn programs, email campaigns, individual coaching, total compensation statements, and online employee communication websites. For HR teams seeking to boost employee engagement and benefits appreciation.
• Employee Advocacy Support service that helps employees resolve healthcare and insurance issues such as unpaid medical bills, denied procedure authorizations, and prescription problems, including an employee support line, assistance cards with carrier contacts, claim review and follow-up, written appeals, and open enrollment call support. For employer clients wanting hands-on benefits support for their workforce.
• Wellness Culture of wellness development service focused on education and resources to address unhealthy lifestyle behaviors such as poor diet, inactivity, tobacco use, and stress that contribute to absenteeism, increased medical claims, and chronic disease. For employers seeking to reduce healthcare costs through workforce wellness.
• CBP Employee Benefits Challenge Survey-based assessment that helps employers evaluate how well their benefit plans are performing. Management teams rate their plans on a 1–5 scale across plan integration, cost control, pricing confidence, renewal processes, DOL audit readiness, employee engagement, and technology administration.
• Strategic Plan Multi-year strategic planning deliverable that evaluates current plan performance and develops executable strategies to achieve best pricing, drive high value perception, educate employees on healthcare cost responsibility, minimize compliance risk, and leverage technology for improved efficiency.

Quantifiable outcome

• Companies report improved employee satisfaction and retention through better benefits packages

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature1 record

Partnerships

Seven partnerships are on record, tiered supporting and core.

• Employee NavigatorsupportingTechnology or IntegrationTechnology platform partner for employee benefit plan administration. Provides enrollment management, plan comparison, contribution tracking, document storage, and reporting capabilities for CBP client companies.
• Florida BluecoreTechnology or IntegrationPrimary health insurance carrier partnership in the Florida marketplace. Florida Blue and United Healthcare are identified as the two primary providers of health insurance coverage for employers in the under-50 marketplace.
• UnitedHealthcarecoreTechnology or IntegrationPrimary health insurance carrier partnership. United Healthcare is one of two main providers in the Florida marketplace along with Florida Blue, providing health insurance products through the CBP brokerage channel.
• AetnasupportingTechnology or IntegrationInsurance carrier represented by CBP in the Florida marketplace for group health insurance products.
• CignasupportingTechnology or IntegrationInsurance carrier represented by CBP for providing health insurance products to employer clients in the Florida market.
• Blue Cross Blue ShieldsupportingTechnology or IntegrationInsurance carrier brand represented through CBP brokerage services for employer group health insurance products.
• SHRM (Society for Human Resource Management)supportingStrategic or Co-development PartnerProfessional association partnership where Connie Chiara serves as frequent speaker. Her signature seminar 'Group Health Insurance – Negotiate Your Best Possible Price' is SHRM-accredited for professional development credits.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Acrisure: Acrisure is a rapidly scaled insurance brokerage conglomerate with employee-benefits capabilities that competes with CBP for Florida-based mid-market and SMB employers.
• Marsh McLennan: Marsh is the world's largest insurance broker and a major employee-benefits consultancy through Mercer and Marsh Benefits, competing for the same large Florida employer relationships.
• Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk-management incumbent with a sizable employee-benefits consulting arm that competes with CBP for the same Florida mid-market employer accounts at greater scale.
• Hub International: Hub International is a large North American brokerage whose employee-benefits practice serves mid-market employers with a comparable consultative, multi-carrier approach.

Direct peers

• OneDigital: OneDigital is one of the largest US employee benefits-only brokerages, focused on mid-market and enterprise employers with consultative advisory, technology, and wellness services—closely mirroring CBP's six-module service platform.
• Brown & Brown: Brown & Brown is a major Florida-headquartered insurance brokerage with deep employee-benefits capabilities across the Southeast, directly overlapping CBP's core market, carrier relationships, and target customer size.
• USI Insurance Services: USI is a large national brokerage with a strong employee-benefits practice serving mid-market employers through consultative sales and proprietary benchmarking—directly comparable in go-to-market and service packaging.
• NFP (an Aon company): NFP is a benefits- and insurance-focused brokerage serving mid-market and SMB employers with advisory, technology, and advocacy services—a direct functional peer to CBP across nearly every service line.
• Hylant: Hylant is a mid-sized brokerage specializing in employee benefits and risk advisory for mid-market employers, with a regional multi-office model that mirrors CBP's consultative, multi-module approach.

Regional players

• BKS Partners: BKS Partners is a Florida-based employee benefits and insurance advisory firm serving employers in the same Southeast geography and SMB-to-mid-market segment that CBP targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/CorporateBenefitPartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Corporate Benefit Partners