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About

Innovative Benefit Planning Company Overview

Whether you are with an organization’s Human Resources Department who wants to know you are getting competitive rates or reduce the time you spend dealing with insurance claims or an employee of a company who needs to know you are taken care of, Innovative Benefit Planning believes in the strength of being an advocate to our clients, being accountable to them, and ultimately doing what’s right for each and every individual.

As clients large and small will attest, when it comes to the goals for your business, Innovative Benefit Planning is a trusted source focused on making your business better – the Innovative way.

Innovative Benefit Planning Founders

Heading up Innovative Benefit Planning are two partners in every sense of the word – Terriann Procida and Mark Sulpizio.

Both Terriann and Mark believe that doing what’s right for people is the key to long-term relationships where everyone benefits. For this reason, they both enjoy a sterling reputation for their work ethic, integrity, credibility, and experience. This has been their trademark within the benefit planning and financial services industries for a combined 40+ years.

Mark and Terriann are the Innovative Benefit Planning founders that prove their family-owned business knows how to best care for the individuals and families who trust them to make the right decisions on their behalf.

The Innovative Difference

For those companies we work with, whether large or small, it’s about understanding the culture and the people that make the organization what it is. With Innovative Benefit Planning, our clients rest assured knowing that we will always have their interests at heart. This is reflected in our responsiveness to questions from management and employees alike, in how we thoroughly explain benefits packages, helping employees understand all of the information that encompasses their benefits, and in filing claims appeals and ensuring they are paid when necessary.

The Innovative way is also seen in our understanding of employment and tax related issues, and our constant pursuit of making your life easier. As a family-owned organization, Innovative believes the difference is in how we treat every individual we work with: as an invaluable member of the larger Innovative family.

United Benefit Advisors

United Benefit Advisors® is a Member-owned alliance of more than 140 premier independent benefit advisory firms with more than 200 offices throughout the U.S., Canada and the U.K.

Please click here to learn more about the UBA’s National Footprint.

Since 2002, UBA Member Firms have combined their collective power and coordinated resources to obtain the most competitive rates and enhanced employer services through a sea of insurance carriers and technology providers. By collaborating with more than 2,200 experienced benefits professionals, UBA Member Firms deliver ideas, expertise and best-in-class solutions that positively impact employers and make a real difference in the lives of their employees and families.

Please click here to learn more about the benefits of collaboration.

While UBA lends our firm strength and knowledge, we are an independent advisory firm. UBA Members aren’t franchises or subsidiaries. We are locally owned firms that understand the local marketplace and the unique challenges that individual employers face. We can provide insightful, personalized service that our competition simply can’t match, backed by the knowledge and resources of UBA.

Please click here to learn more about the tools and services available through UBA Member Firms.

For more information on the value of UBA and the quality of its membership within any of the following topics, please click on the associated link