At Academy Financial Benefit Services we care about our clients and they are the number one priority in all that we do. With their permission, we are pleased to offer you a sampling of the feedback they have recently shared with our firm. We hope you find it of value.
Our organization was referred to Academy Financial Benefit Services (AFBS), and Joe Morgan, through another Ophthalmologist who had been working with them. It was a welcome introduction as we had been managing our own employee benefits.
After engaging with AFBS it became evident we now had an advocate looking out for our employee benefit needs. The change in structure freed me up to focus on the operations of our business.
In my opinion, what sets AFBS apart from other employee benefit providers is their sincere focus on the client. With them, there is no need to look elsewhere for support. They are always cordial, responsive and receptive to our inquiries and requests. To me, the fact that they will seek a solution to my issue, rather than just giving me a phone number truly demonstrates their commitment to ensuring their clients’ needs are completely met.
When asked, I welcome the opportunity to refer others I know to Academy Financial Benefit Services.
Kat Kemp-Ryan
Practice Administrator
Bergman Eye
Hagerstown, Maryland
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I was introduced to Academy Financial Benefit Services through my work with The Carson Scholars Fund, and Mike Ward-- one of the fund’s Board Members. Being that Mike is also a founding partner of AFBS, it seemed appropriate to explore the possibility of utilizing his firm for my organization’s benefit needs. In the beginning I was a bit skeptical of using a broker to facilitate the process, as we are a small charity, yet I quickly realized that the size of your group didn’t matter to AFBS. From the beginning we received excellent, personalized attention and comprehensive customer service.
Since our relationship began I have had other firms provide quotes on our benefit plan, and as the pricing and plan offerings in the under 50 employee group size is standard, my evaluation mostly centered on customer service offerings of some of AFBS' competitors, but they have always won out. Whether it’s Mike Ward, Sue Blake or Melissa Tower — they all have consistently delivered the fabulous service that makes you appreciate the in-depth knowledge, and commitment they bring to their clients. In general our relationship with Academy Financial Benefit Services has been marked by quick access to information, a customer friendly attitude, meaningful solutions to problems and medical insurance questions, as well as proactive ideas to help us save on our benefit costs.
Speaking for myself, our senior management team, and our employees we feel confident that with Academy Financial Benefit Services on our team we are in good care, with a firm that will guard, advise and advocate as to our options and best interests.
I have recommended and will continue to direct those I know both personally and professionally to Academy Financial Benefit Services.
Trish Fallon
Chief Financial Officer
Habitat for Humanity of the Chesapeake
Baltimore, Maryland
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As the Vice President of Finance for Skye Hospitality, LLC, I am always in search of cost effective, but meaningful employee benefit solutions for our organization to support and retain employees. Skye Hospitality operates ten hotel properties throughout the Baltimore/Washington corridor. With a large group of employees, all with varying needs and demands, it is easy to see how management of this aspect of our operation could easily become overwhelming. It is important for our company to have one employee benefit broker to handle all aspects of our diverse employee benefit needs and requirements.
Academy Financial Benefit Services currently handles the management of all of our health, dental, Life and Disability benefits for our hourly employees, as well as our management team. They consistently review, and analyze our benefit plan design and offerings to find products and solutions that best suit our specific needs and meet our cost efficiency benchmarks.
For the last 10 years we have been working with AFBS and we are truly satisfied customers. Their top-notch customer service and attention to detail have unequivocally allowed me to never question or doubt their sincerity when it comes to providing both the quality of service and the caliber of product we demand.
Christopher P. Hotaling
Vice President, Finance
Skye Hospitality, LLC
Baltimore, Maryland
