Provider Searches

That's why CoBiz Insurance takes a proactive role in helping you contain fees, expand provider services and develop investment opportunities. Our fee benchmarking process and e401k Proposal™ system offer thoughtful metrics for balanced analysis.

CoBiz Insurance has a wealth of provider data at our disposal with thousands of knowledge points on many service providers. We can accurately and quickly compare fees, services and investments. We can help you feel at ease staying with current providers or give you concrete justification to move to another.

From an initial needs analysis to a full RFP questionnaire and cost analysis, we're a partner in your retirement plan.

Contact Kristen Deevy at 720.264.5326.

Securities and Advisory Services offered through Financial Telesis Inc., member FINRA/SIPC. CoBiz Insurance is not affiliated with Financial Telesis Inc.