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.


Read what our clients are saying about us.

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.