---
title: 10 Great Reasons to Choose WD & Associates
description: 10 Great Reasons to Choose WD & Associates
---

 “As a partner agency of Patriot Growth Insurance Services, LLC, we are transitioning to the Patriot name and brand. While our look will change—including our logo, website, and email addresses—our commitment to you remains the same. Same trusted team. Same personalized and local service. Same dedication to your insurance needs. Stay tuned for more updates and visit us at patriotgis.com soon. If you have questions, please reach out—we’d love the opportunity to talk!”

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## [10 Great Reasons to Choose WD & Associates](https://www.wdandassociates.com/blog/2016/09/10-great-reasons-to-choose-wd-associates)

![Natalie Delmage](https://app.hubspot.com/settings/avatar/2d39381fa78b623d16ea5059eec46a95) 

 By [Natalie Delmage](https://www.wdandassociates.com/blog/author/natalie-delmage) - October 1, 2024

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|   | *Organizational Improvement Plans* |   | *Claims Analysis & Dissection* |
| --- | --- | --- | --- |
| 1 | We believe that the role of the “Broker” has changed and evolved much beyond the old traditional model of simply quoting insurance. We solve problems for clients by creating customized and comprehensive organizational improvement plans that encompass much more than just the health care benefits suite.   | 6 | We analyze company claims (when available) along with the enrollment data from the current health plan on an on-going basis. We provide budget estimates, claim trend reports, and periodic loss ratio studies. This is a comprehensive study that benchmarks your claims to industry, region, costs, and disparities. |
|   | *Human Resources Consulting* |   | *In House Legal Counsel* |
| 2 | With a full range of services our WD HR Impact Consultants create customized plans around your needs for issues including Leadership Development, Talent Management, Sales Training, Employee Learning, Corporate Compliance, and Communications.   | 7 | By turning to our in-house legal counsel, we can often quickly answer your complicated employment and employee benefits questions.  This valuable benefit could save you time and money when legal or compliance issues arise. |
|   | *We are Your HR Call Center* |   | *Integrated Payroll Solutions* |
| 3 | Our clients call our customer service department with a variety of issues. Additions, deletions, claims disputes, enrollment changes; we often get it done quicker than the insurance carriers.   | 8 | Our top rated payroll partner combines technology with excellent support. Count on our payroll solution to be your trusted advisor on payroll, ease of operation, and compliance. |
|   | *Leadership Development* |   | *HR Management Systems* |
| 4 | Many companies do not have formal leadership training programs in place. Good leaders will improve employee morale and retention. We can help you and your leaders to lead better.   | 9 | We have the technology solutions that could simplify your system. After evaluating the many available options, we are confident that we have an electronic solution to fit your needs.  |
|   | *All Inclusive One-Touch System* |   | *Platinum Brokerage Firm* |
| 5 | Imagine having benefits – worker’s comp – payroll – hr technology - online benefit enrollment – ee self-service all in one fully integrated system! | 10 | Year after year, WD & Associates is a Platinum level brokerage firm, representing the top 1% of all brokers in the country. |

|   Organizational Improvement Plans 1 We believe that the role of the “Broker” has changed and evolved much beyond the old traditional model of simply quoting insurance. We solve problems for clients by creating customized and comprehensive organizational improvement plans that encompass much more than just the health care benefits suite.     Human Resources Consulting 2 With a full range of services our WD HR Impact Consultants create customized plans around your needs for issues including Leadership Development, Talent Management, Sales Training, Employee Learning, Corporate Compliance, and Communications.     We are Your HR Call Center 3 Our clients call our customer service department with a variety of issues. Additions, deletions, claims disputes, enrollment changes; we often get it done quicker than the insurance carriers.     Leadership Development 4 Many companies do not have formal leadership training programs in place. Good leaders will improve employee morale and retention. We can help you and your leaders to lead better.     All Inclusive One-Touch System 5 Imagine having benefits – worker’s comp – payroll – hr technology - online benefit enrollment – ee self-service all in one fully integrated system!     Claims Analysis & Dissection 6 We analyze company claims (when available) along with the enrollment data from the current health plan on an on-going basis. We provide budget estimates, claim trend reports, and periodic loss ratio studies. This is a comprehensive study that benchmarks your claims to industry, region, costs, and disparities.     In House Legal Counsel 7 By turning to our in-house legal counsel, we can often quickly answer your complicated employment and employee benefits questions.  This valuable benefit could save you time and money when legal or compliance issues arise.     Integrated Payroll Solutions 8 Our top rated payroll partner combines technology with excellent support. Count on our payroll solution to be your trusted advisor on payroll, ease of operation, and compliance.     HR Management Systems 9 We have the technology solutions that could simplify your system. After evaluating the many available options, we are confident that we have an electronic solution to fit your needs.      Platinum Brokerage Firm 10 Year after year, WD & Associates is a Platinum level brokerage firm, representing the top 1% of all brokers in the country.   |
| --- |

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## Leave a comment

![Natalie Delmage](https://app.hubspot.com/settings/avatar/2d39381fa78b623d16ea5059eec46a95)

 Written by [Natalie Delmage](https://www.wdandassociates.com/blog/author/natalie-delmage)

### Posts by Topic

- [Compliance (16)](https://www.wdandassociates.com/blog/topic/compliance)
- [Employee Benefits (16)](https://www.wdandassociates.com/blog/topic/employee-benefits)
- [Health Insurance (11)](https://www.wdandassociates.com/blog/topic/health-insurance)
- [WD & Associates (11)](https://www.wdandassociates.com/blog/topic/wd-associates)
- [WD Core Benefits Group (11)](https://www.wdandassociates.com/blog/topic/wd-core-benefits-group)
- [Employee Engagement (10)](https://www.wdandassociates.com/blog/topic/employee-engagement)
- [Life Insurance (10)](https://www.wdandassociates.com/blog/topic/life-insurance)
- [good healthcare consumer (10)](https://www.wdandassociates.com/blog/topic/good-healthcare-consumer)
- [health plan cost containment (10)](https://www.wdandassociates.com/blog/topic/health-plan-cost-containment)
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- [Risk Management (8)](https://www.wdandassociates.com/blog/topic/risk-management)
- [employee education (8)](https://www.wdandassociates.com/blog/topic/employee-education)
- [protect your business (8)](https://www.wdandassociates.com/blog/topic/protect-your-business)
- [Communication (7)](https://www.wdandassociates.com/blog/topic/communication)
- [Employee Retention (7)](https://www.wdandassociates.com/blog/topic/employee-retention)
- [Employment Law (7)](https://www.wdandassociates.com/blog/topic/employment-law)
- [healthcare spending (7)](https://www.wdandassociates.com/blog/topic/healthcare-spending)
- [Advisor (5)](https://www.wdandassociates.com/blog/topic/advisor)
- [HR Consulting (5)](https://www.wdandassociates.com/blog/topic/hr-consulting)
- [Helath Insurance (5)](https://www.wdandassociates.com/blog/topic/helath-insurance)
- [employer of choice (5)](https://www.wdandassociates.com/blog/topic/employer-of-choice)
- [financial wellbeing (5)](https://www.wdandassociates.com/blog/topic/financial-wellbeing)
- [Employee Handbooks (4)](https://www.wdandassociates.com/blog/topic/employee-handbooks)
- [Retirement Planning (4)](https://www.wdandassociates.com/blog/topic/retirement-planning)
- [Rhode Island Employers (4)](https://www.wdandassociates.com/blog/topic/rhode-island-employers)
- [WD Risk Management Co. (4)](https://www.wdandassociates.com/blog/topic/wd-risk-management-co)
- [coronavirus (4)](https://www.wdandassociates.com/blog/topic/coronavirus)
- [decrease prescription spending (4)](https://www.wdandassociates.com/blog/topic/decrease-prescription-spending)
- [multi year benefit strategy (4)](https://www.wdandassociates.com/blog/topic/multi-year-benefit-strategy)
- [safety net (4)](https://www.wdandassociates.com/blog/topic/safety-net)
- [you ask we answer (4)](https://www.wdandassociates.com/blog/topic/you-ask-we-answer)
- [COBRA (3)](https://www.wdandassociates.com/blog/topic/cobra)
- [ERISA Compliance (3)](https://www.wdandassociates.com/blog/topic/erisa-compliance)
- [Employee Termination (3)](https://www.wdandassociates.com/blog/topic/employee-termination)
- [FMLA (3)](https://www.wdandassociates.com/blog/topic/fmla)
- [Medicare (3)](https://www.wdandassociates.com/blog/topic/medicare)
- [Meet Our Team (3)](https://www.wdandassociates.com/blog/topic/meet-our-team)
- [Online Enrollment Systems (3)](https://www.wdandassociates.com/blog/topic/online-enrollment-systems)
- [Organizational Development (3)](https://www.wdandassociates.com/blog/topic/organizational-development)
- [WD HR Impact (3)](https://www.wdandassociates.com/blog/topic/wd-hr-impact)
- [employer education (3)](https://www.wdandassociates.com/blog/topic/employer-education)
- [qualifying event (3)](https://www.wdandassociates.com/blog/topic/qualifying-event)
- [wellness ROI (3)](https://www.wdandassociates.com/blog/topic/wellness-roi)
- ["employee benefit liability insurance (2)](https://www.wdandassociates.com/blog/topic/employee-benefit-liability-insurance)
- [Broker (2)](https://www.wdandassociates.com/blog/topic/broker)
- [Electronic Enrollment (2)](https://www.wdandassociates.com/blog/topic/electronic-enrollment)
- [Long Term Care Insurance (2)](https://www.wdandassociates.com/blog/topic/long-term-care-insurance)
- [Professional Employer Organizations (PEO) (2)](https://www.wdandassociates.com/blog/topic/professional-employer-organizations-peo)
- [Workers Compensation (2)](https://www.wdandassociates.com/blog/topic/workers-compensation)
- [anti-retaliation (2)](https://www.wdandassociates.com/blog/topic/anti-retaliation)
- [compliance violations (2)](https://www.wdandassociates.com/blog/topic/compliance-violations)
- [consumerism (2)](https://www.wdandassociates.com/blog/topic/consumerism)
- [employee status (2)](https://www.wdandassociates.com/blog/topic/employee-status)
- [human error and omission (2)](https://www.wdandassociates.com/blog/topic/human-error-and-omission)
- [older employees (2)](https://www.wdandassociates.com/blog/topic/older-employees)
- [prescription pricing (2)](https://www.wdandassociates.com/blog/topic/prescription-pricing)
- [retaliation (2)](https://www.wdandassociates.com/blog/topic/retaliation)
- ["homeowners policy (1)](https://www.wdandassociates.com/blog/topic/homeowners-policy)
- ["hurricane deductible" (1)](https://www.wdandassociates.com/blog/topic/hurricane-deductible)
- ["medicare open enrollment" (1)](https://www.wdandassociates.com/blog/topic/medicare-open-enrollment)
- ["personal Lines Coverage" (1)](https://www.wdandassociates.com/blog/topic/personal-lines-coverage)
- ["protect your home from storms" (1)](https://www.wdandassociates.com/blog/topic/protect-your-home-from-storms)
- [Checklist (1)](https://www.wdandassociates.com/blog/topic/checklist)
- [Commercial General Liability Insurance (1)](https://www.wdandassociates.com/blog/topic/commercial-general-liability-insurance)
- [EBLI (1)](https://www.wdandassociates.com/blog/topic/ebli)
- [GOCO (1)](https://www.wdandassociates.com/blog/topic/goco)
- [HRIS (1)](https://www.wdandassociates.com/blog/topic/hris)
- [Health Carer Audits (1)](https://www.wdandassociates.com/blog/topic/health-carer-audits)
- [Massachusetts (1)](https://www.wdandassociates.com/blog/topic/massachusetts)
- [Open Enrollment (1)](https://www.wdandassociates.com/blog/topic/open-enrollment)
- [Payroll (1)](https://www.wdandassociates.com/blog/topic/payroll)
- [Retention (1)](https://www.wdandassociates.com/blog/topic/retention)
- [Rx spending (1)](https://www.wdandassociates.com/blog/topic/rx-spending)
- [Safe leave (1)](https://www.wdandassociates.com/blog/topic/safe-leave)
- [Sick leave (1)](https://www.wdandassociates.com/blog/topic/sick-leave)
- [WD Wealth Advisors (1)](https://www.wdandassociates.com/blog/topic/wd-wealth-advisors)
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- [anti-harassment training (1)](https://www.wdandassociates.com/blog/topic/anti-harassment-training)
- [beneficiary designation (1)](https://www.wdandassociates.com/blog/topic/beneficiary-designation)
- [candidate / applicant rights (1)](https://www.wdandassociates.com/blog/topic/candidate-applicant-rights)
- [cobra qualifying event (1)](https://www.wdandassociates.com/blog/topic/cobra-qualifying-event)
- [control costs (1)](https://www.wdandassociates.com/blog/topic/control-costs)
- [corporate safety net (1)](https://www.wdandassociates.com/blog/topic/corporate-safety-net)
- [dependent coverage (1)](https://www.wdandassociates.com/blog/topic/dependent-coverage)
- [drug and alcohol testing policy (1)](https://www.wdandassociates.com/blog/topic/drug-and-alcohol-testing-policy)
- [elder care law (1)](https://www.wdandassociates.com/blog/topic/elder-care-law)
- [employee classification (1)](https://www.wdandassociates.com/blog/topic/employee-classification)
- [filial responsibility for LTC costs (1)](https://www.wdandassociates.com/blog/topic/filial-responsibility-for-ltc-costs)
- [gap insurance for leased auto (1)](https://www.wdandassociates.com/blog/topic/gap-insurance-for-leased-auto)
- [how to spend HSA dollars in retirement (1)](https://www.wdandassociates.com/blog/topic/how-to-spend-hsa-dollars-in-retirement)
- [independent contractor (1)](https://www.wdandassociates.com/blog/topic/independent-contractor)
- [long term planning (1)](https://www.wdandassociates.com/blog/topic/long-term-planning)
- [maintenance medications (1)](https://www.wdandassociates.com/blog/topic/maintenance-medications)
- [new law (1)](https://www.wdandassociates.com/blog/topic/new-law)
- [paperwork after divorce (1)](https://www.wdandassociates.com/blog/topic/paperwork-after-divorce)
- [personal auto policy (1)](https://www.wdandassociates.com/blog/topic/personal-auto-policy)
- [protect your co. from discrimination suits (1)](https://www.wdandassociates.com/blog/topic/protect-your-co-from-discrimination-suits)
- [protect your money (1)](https://www.wdandassociates.com/blog/topic/protect-your-money)
- [substance testing of employees (1)](https://www.wdandassociates.com/blog/topic/substance-testing-of-employees)
- [termination (1)](https://www.wdandassociates.com/blog/topic/termination)
- [update your documents (1)](https://www.wdandassociates.com/blog/topic/update-your-documents)
- [voluntary benefits enrich core program (1)](https://www.wdandassociates.com/blog/topic/voluntary-benefits-enrich-core-program)
- [who pays for the nursing home (1)](https://www.wdandassociates.com/blog/topic/who-pays-for-the-nursing-home)

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