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What we do

Five services. One team.

Insurance, group benefits, tax, accounting, and surety — all under one roof, so you only have one phone number to call when things get complicated.

Commercial Lines

We fight for you.

Hundreds of markets. One fight — yours. We shop the entire carrier landscape for your business. A captive Allstate agent can only shop Allstate. We're not captive to anyone but you.

Texas is one of the hardest states in the country to insure — natural disasters, carrier volatility, rates that swing 30% overnight. That's why our team re‑quotes your policy every single year. The carrier that gave you the best rate last year might be the one jacking it up this year. We catch that before renewal, not after.

Texas Non-Subscriber vs. Workers' Comp: the decision every TX employer has to make

More commercial insurance resources & guides

Hard industries are our specialty:

  • Trucking & transportation
  • Construction & contractors
  • Workers' compensation
  • General liability
  • Commercial property
  • Commercial auto & fleet
  • Business owner policies (BOP)
  • Cyber, E&O, EPLI
Personal Lines

Personal lines

Auto, home, and everything in between — built for individuals and families. We shop the carrier landscape and build coverage around how you actually live, not a canned package.

The 1% wind & hail deductible trap: what every Texas homeowner should know

More personal insurance resources & guides

  • Auto & classic auto
  • Homeowners (HO‑3, HO‑5)
  • Condo & renters
  • Landlord / rental property
  • Umbrella & excess liability
  • Flood (NFIP & private)
  • Individual life & health
  • Boat, RV & specialty
Group Health & Life

Coverage your team can count on.

Group medical, dental, vision, life, and supplemental benefits for Texas employers — built around what your people actually need. Delivered through Principal and other top group carriers.

From 5-employee shops to 500-person operations, we shop and structure benefits packages that work for the team and the budget. Annual review at every renewal — same discipline as the rest of our book.

  • Group medical (PPO, HMO, HDHP)
  • Dental & vision
  • Group life & AD&D
  • Supplemental & voluntary life
  • Short- & long-term disability
  • Hospital indemnity
  • Critical illness & accident
  • Section 125 / cafeteria plans
Business Growth Services

It doesn't have to be this hard.

Most business owners don't know how to market, don't fully understand their insurance, and hate taxes — they're always behind and always scared of the IRS. We fix all of it under one roof.

Real story: we caught a client up on two years of books in one month. Same client, same phone number — we now write their insurance, run their marketing, file their taxes, and close their books every month. One team, one invoice, no more juggling four firms to keep the lights on.

  • Bookkeeping & catch‑up work
  • Cash flow forecasting
  • Tax prep & IRS representation
  • Email, ad & automation campaigns
  • Platform builds (QBO, Shopify, Klaviyo)
  • Entity setup & restructuring

Delivered through Sentry — same team as your insurance agents.

Surety

Surety bonds

Performance, payment, bid, license and permit bonds — issued fast so you don't lose the job waiting on paperwork. Delivered through our partner George Adams Insurance, working with A‑rated sureties for standard and hard‑to‑place risks.

  • Performance & payment bonds
  • Bid bonds
  • License & permit bonds
  • Court & fiduciary bonds
  • Contract surety programs
  • Commercial & specialty bonds
Not sure where to start?

We'll figure it out together.

Call, email, or start a quote — we'll ask the right questions and recommend coverage that fits. No script, no upsell.

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