Expert Employee Benefit Consultants

Growing our roots for over 35 years.

Employee Benefit Consultants That Work For You

Ensure a Healthy Workforce

Promote the health and well-being of employees and their families.

Enjoy Better Morale

Benefits can foster a positive work environment which improves morale.

Boost Productivity

Employee well-being leads to increased engagement and productivity.

Minimize Turnover

Benefits make employees feel valued, leading to greater job satisfaction.

innovative solutions for rising healthcare costs

OakTree Concepts is an employee benefits consulting firm built on the core principle of creative benefit solutions. We focus on reducing company health insurance costs while maintaining or enhancing benefit plans.

Competitive Rates

When working with Oak Tree Concepts, you can be sure you're receiving the most competitive rates in the industry. We provide the solutions that work best for our clients and their businesses.
Exceptional Service

We aim to establish effective long-term relationships with our clients by ensuring friendly, trustworthy service and a hassle-free shopping experience.
Customer Satisfaction

Our #1 priority is top-notch client satisfaction. With over 35 years of consultative expertise, we have what it takes to inspire confident decision making.

Our Process Simplified

OakTree Concepts works for you every step of the way.

Step 1 - Client Discovery

Introduce your business to OakTree and let us know about your goals. Whether you're shopping for new opportunities or to enhance existing benefits, we'll help you identify areas for potential improvement.

Step 2 - Planning

At Oak Tree Concepts we believe the renewal process starts early, up to 6 months into your current plan. Planning for large expenditures that impact the bottom line helps ease the stress faced at renewal time.

Step 3 - Execution

One of the biggest factors to consider when reviewing health insurance needs is who is keeping the costs under control? If cost effective benefits are the objective, we identify ways to accomplish that goal.

Testimonials

Read what our clients are saying about us.

"We believed we were paying too much for health insurance. We reached out to OakTree Concepts and they came in and reviewed all of our benefit programs. We allowed them to quote our benefit programs and they saved us 49% on the same benefits. Easy decision to make and our renewals have been from 0 - 4% for over 5 years. The service at OakTree Concepts has been great and we are glad we made the decision to work with them."

"Gave OakTree Concepts a call. They shared all the quotes along with the comparison spreadsheet. We couldn't believe what they presented to us. We found out that our current broker was not sharing the correct quoted rates with us. OakTree Concepts did not direct us to an insurance company like they said they would never do. We immediately saved over 10%."

"Dan's team at OakTree Concepts identified areas we could save money without changing our benefits. The team at OakTree Concepts has outperformed our previous broker on a regular basis. OakTree Concepts takes the time to explain the whole process with us."

"OakTree Concepts saved our company significant money using their innovative product capabilities. We have been with them for over 6 years and they continue to produce solid results that positively impact our bottom line. We are still paying less for health insurance than we did 6 years ago."

Creating Benefits Solutions for Over 35 Years

We are proud to provide businesses across the country with modern solutions, expert guidance and over 35 years of industry experience. Looking ahead, you can rely on us for a sustained investment in solutions that focus on ease, simplicity, and accessibility at every stage. It’s part of our promise to build better futures for employers and employees, today and tomorrow.