ABOUT US

OUR MISSION

To be the most compassionate, independent concierge of small business and executive benefits across the country.

WE BELIEVE…

We believe in communicating frequently and in plain English. We believe in continuing education—a lot of continuing education. We believe in taking that education and sharing it with our clients.

We believe in “staying in our lane.” We say no to business that is outside our expertise.

Finally, we believe in a strong, family-oriented company culture that welcomes new ideas and respects and celebrates diversity.

WE’RE SPECIALISTS

The insurance market is much too vast for one agent to be an expert in all areas. Because we only offer executive benefits, all of our training, continuing education and experience are in this one area. Just like in medicine, when you have a specific need, a specialist is expertly equipped to give you the best and most innovative answers.

Taylor for example is one of the youngest females to achieve the Chartered Life Underwriter designation (CLU). She also holds the Registered Health Underwriter (RHU) and Certified Employee Benefits Specialist (CEBS) designation from the Wharton School of Business and ICEBS Foundation.

WE’RE UNBIASED

We are an independent broker and have been since 1979. We remain independent to keep the client’s needs the priority. We’re not interested in the latest marketing incentive by an insurance company.

We pride ourselves on matching the insurance company and their product to the needs of the specific client. This requires us to have access and understand the nuance of many different options. For example, for disability income protection we work with all the “Big 5” domestic carriers: Ameritas, Guardian, Mass Mutual, Principal, Standard as well as using multiple cover holders for Lloyd’s of London. We also utilize dozens of different life insurance and long term care insurance companies.

WE’VE BEEN AROUND

PBI was founded more than 40 years ago by the late Bill Hollister who eventually retired allowing Jim Tollerton to continue the business in 1979. Jim’s daughter Taylor Collins, a graduate of Florida State University’s Risk Management/Insurance program joined in 2007. Now Taylor has narrowed the focus of PBI to Executive Benefits and serves as President and 100% woman owned.

We are headquartered in Sarasota, Florida but have clients across the nation.

Frequently Asked Questions

What are executive benefits?

Why do executives need specialized insurance?

What makes PBI different from other insurance brokers?

What types of businesses and organizations does PBI serve?

How long has PBI been in business?

Get Your Free Executive Benefits Review