Trinity Brokerage is an independent firm focused on the under-served 'middle market.' We deliver expertise in three disciplines; Insurance, Investments and Employee/Executive Benefits.
Trinity Brokerage provides an alternative to those who feel under-served by our larger competitors. Trinity was founded on the basic principles of providing boutique-like service & cost-effective solutions for your insurance, investment and employee benefits needs. Trinity Brokerage is able to offer a variety of insurance, investment and employee benefits plans.
At Trinity Brokerage, we believe in a holistic approach to planning for your insurance, investment and employee benefits needs. Addressing one area without addressing the others is a mistake a lot of businesses make. The 'Trinity' - Insurance, Investments and Employee Benefits provides an ideal and linked platform from which to manage your program offerings.
We specialize in evaluating, negotiating with, and recommending insurers and providers to our clients, and we employ rigorous selection criteria and performance objectives when considering a vendor. We also offer a variety of other Professional Services, including, policy audits, claims data analysis services, project consulting, safety and risk control, plan administration and legislative compliance assistance, custom communication services, and technology-based human resources tools.