HR and Compliance Simplified

Our client portal is your go-to resource to find the content and tools needed to stay compliant, manage risk and build a better workforce.

Industry-Leading Resource Portal

Our client portal is your go-to customer service resource to find the content and tools needed to stay compliant, manager risk, and build a better workforce.

  • Avoid costly lawsuits, claims and fines with exclusive compliance, training, people and risk management tools
  • Accurate compliance information regarding ACA, FMLA, COBRA, etc.
  • Up-to-date content when legislation is updated
  • User-friendly solution that will assist you in getting more done in less time
  • HR and/or compliance assets you need to do your job more effectively

Comprehensive Training Solution

Our learning platform makes it easier than ever for you to provide the training courses you need to promote a safe and compliant workplace.

  • Set up your employees in minutes
  • More than 150 training courses available, including sexual harassment prevention and workplace safety courses
  • System issues certification of completion per course for each employee
  • Provide separate courses to employees, managers or other groups you create
  • Easy-to-use dashboard allows for simple tracking of employee course completion

HR Hotline

The HR Hotline is staffed by HR professionals, available by phone or email, to answer your HR-related questions. As a valued client, you will have access to personalized, professional HR consultation to navigate and avoid sticky situations.

  • Discipline and terminations
  • Employee relations
  • Recruiting and hiring
  • Employee benefits
  • Leaves of absence
  • Workers’ compensation
  • Investigations
  • Performance management
  • State employment law
  • Wage and hour issues
  • Federal compliance

Insurance Learning Resources

We are committed to helping you understand your insurance benefits.

  • What is a Deductible?

    Your deductible is what you will pay out of pocket before your health insurance will begin to cover any qualified expenses. Deductibles are usually an annual amount. Many plans offer preventative benefits even before you have met your deductibl...
  • What is a Co-Pay?

    Many health insurance plans will have a copay associated with certain services. This means that prior to meeting your deductible, you will only be responsible for the copay. In our example above, if you have a $10 copay for a primary care visit, t...
  • What is Co-Insurance?

    After you have paid your deductible, you still may be required to pay co insurance. This is a small percentage of your medical bills that you’ll pay after paying for your deductible. So for example, if you have a $1,000 deductible with an 80/20 pl...

Our Partners

We compare over 100 insurance carriers to find the best possible solution for your unique situation.

What Others Say About Courtney

Our Customers Love Us

  • John Bird was referred to me by a friend - now I won't go anywhere else. He was exceptional in helping me to find the right plan for my family and saved me $1,500/month! I highly recommend him, he... Read More Stephen P
  • "Patrick is exceptional! Professional, understanding, flexible, and knowledgeable! Thanks a million!" Randy B
  • Great place to work, Abby, Arthur, Royce, and Shem all helpful Craig H
  • Arthur, is a very considerate and dedicated advisor. I recommend him highly. Randy G
  • We would never have survived the medical insurance maze without the guidance and support of Jennifer Nielsen. She walked us through 3 very difficult insurance dilemmas. Her effort was way above and... Read More Greg H
  • Shem has been awesome to work with! A friend referred him to me and he gave me some much needed health insurance advice. Contrary to what I previously thought, you don't have to navigate the... Read More Kari M
  • "Dave Smith is the best when it comes to insurance advisors. My husband and I have been working with him for a few years now, and we are never disappointed. Dave is always there to help us; he... Read More Joanna L
  • "I needed to get signed up for health insurance and Clayton helped me find a plan that fit my needs. He was very helpful and got me all of the information I needed that day, he even drove to my house... Read More Eric F
  • Arthur was more than willing to walk me through the process, answer questions and upload documents for me Paula F
  • Shem Barlow has taken care of all our medical insurance needs with dental, vision and health coverage. He has taken care of the headache to navigate the marketplace and always makes sure to complete... Read More Sarah J
  • Kimber Crofts went above and beyond to make sure me and my family were taken care of. She was great to work with and didn't come up short. Carl J

Get started with a quote from Courtney!

HR and Compliance Simplified

Our client portal is your go-to resource to find the content and tools needed to stay compliant, manage risk and build a better workforce.