Speak With Mary Lou

(972) 387-9601

Insurance Solutions


Value Added Services
(1) A Benefit Source services accounts primarily in the Dallas Metroplex Area, but also has clients in the Central, East, and West Texas areas;
(2) Negotiating new business and renewal rates with the top-rated insurance companies to ensure the most competitive pricing available;
(3) Conducting enrollment and other educational meetings to assist employees in utilizing their benefit package;
(4) Resolving billing issues, technical problems, as well as employee claim problems, pre-certification issues; out-of-network problems, physician and hospital issues, discrepancies with pharmacies and drug formularies, and support with filing appeals and grievances;
(5) Acting as a liaison between the employee and insurance company to ensure a superior level of customer service; and
(6) Seeking ancillary products to enhance employee benefits.

Products Available
We offer a complete line of insurance and financial products and services ranging from life and disability income to group life and health insurance. These products and services are designed to provide solutions to your personal and business financial needs, including:

Individual Insurance Group Insurance / Benefits
  • Annuities
  • Individual Dental
  • Individual Disability
  • Individual Health
  • Individual Life Insurance
  • Individual Long-Term Care
  • Medicare Solutions
  • Final Expense
  • Buy / Sell Protection
  • Group Dental
  • Flexible Spending Accounts (FSA)
  • Group Health
  • Group Life
  • Group Vision
  • Health Reimbursement Arrangement (HRA)
  • Health Savings Accounts (HSA)
  • Key Person Coverage
  • Long-Term Care
  • Long & Short Term Disability