
At Brio, we remain committed to fostering a diverse, inclusive, and equitable culture. We know that diversity makes us stronger.
Everyone is welcome at Brio
UBA is an alliance of the nation's premier independent benefit advisory firms who have built a foundation of shared values, trust, and integrity.
Utilize our resources and technologies to ease the headache of
Employee Benefits and HR initiatives

The Brio UBA Health Plan Benchmarking Survey is the nation’s largest
and most comprehensive benchmarking survey of plan design and
cost - 2.5 times larger than the next three of the nation's largest surveys
combined!
Evaluate your health plan more accurately, comply with new regulations,
and strategically manage rising benefit costs to remain competitive in your market.
Our Challenge

The Challenge of Employee Benefits
In 2004 Brio launched on the idea of getting away from the traditional broker model. After years in the insurance industry our founders realized that the model simply wasn't working. A reactive process to benefits was leaving too many executives and HR teams frustrated and unhappy with renewals and benefits year after year. On top of all the work these people were doing, employees were rarely being educated to appreciate the benefits they were offered.
This is where Brio strives to help. Paperless processes, industry leading technology, and an emphasis on educating employees to understand the incredible benefits their employers provide. On top of all this we are always ahead of the curve, no matter what time of year.
How We Help
We bring the right people together to challenge established thinking and drive transformation.
WHY CHOOSE US?
The Brio Model
With enough data, the numbers speak for themselves.
Phase 1: Discovery
The first phase in our process is Discovery. In this meeting we focus on what you have done in the past, are doing currently, and create a vision for outcomes that can be achieved, as it relates to your benefits program.
Phase 2: Blueprint
The second phase of our process is The Brio Blueprint. Once a Discovery setting is complete, a blueprint is built, presented, and is yours to keep with no strings attached.
Who we work with
We work for a wide variety of clients in both the private and public sectors.

























The Brio Team
Our business experts come from businesses of all shapes and sizes.

Partner
Rich
A co-founder and partner at Brio Benefits, Rich is a native New Yorker who began a career in insurance at Cigna in 1999.

Partner
Jason
A co-founder and partner at Brio Benefits, Jason has spent over 20 years in the industry.
Blog
Read our views on the things that matter to you. And get to know our people. We make the difference.
When HR professionals speak among themselves these days, they share ideas on what they can do, for free or for cheap, to help their employees feel better. Today every workforce member is impacted by the COVID-19 emergency which puts a strain on relationships, a strain on finances, and emotional strain on the individual who may likely be struggling with additional responsibilities with fewer resources Read More
Sources say advisers should expect more questions about pooled employer plans as the year unfolds and this new marketplace develops. Read More
Our friends over at PGP have compiled the following 2021 compliance summaries to help you remember important dates and requirements throughout the year... Read More
Sources say advisers should expect more questions about pooled employer plans as the year unfolds and this new marketplace develops... Read More