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DUAL North America

DUAL North America is a prominent independent underwriting organization based in the United States, part of the global DUAL Group. Established in 2013, it has become a leading program administrator in the insurance sector. The company operates under the Howden-owned DUAL Group, which is recognized as one of the largest managing general agents worldwide, with a presence in 21 countries and over $3.5 billion in gross written premium. The company specializes in expert underwriting solutions across various insurance lines, including commercial property, casualty, financial lines, and surety. DUAL North America offers more than 40 unique products tailored to meet diverse client needs. It also features a robust online platform that enables appointed producers to quote, bind policies, and manage documents digitally. With a network of over 11,000 brokers globally, DUAL North America serves a wide range of clients, from small businesses to large fleets, particularly in regions like California and Texas.

HealthSherpa

HealthSherpas mission is to help every American feel the comfort and security of having health coverage. HealthSherpa is the largest and fastest-growing individual health coverage exchange in the United States, simplifying access to ACA and Medicare health plans from both federal and state marketplaces. Our secure, integrated technology platform empowers insurance agents, agencies, and carriers to quickly and accurately serve and support individuals as they select and use quality, affordable health plans.

Veteran Benefits Guide

Veteran Benefits Guide (VBG) is a benefit advisory company dedicated to assisting U.S. Armed Forces Veterans in maximizing their VA disability compensation ratings and benefits. Founded by Joshua Smith, a former Marine and VA rater, VBG provides pre-filing and post-filing consulting services. The company is headquartered in Las Vegas, Nevada, and has experienced significant growth since its inception in 2019. VBG employs a team of trained case managers, many of whom have backgrounds in the VA, to offer personalized guidance through the claims process. Their services include comprehensive reviews of military records, tailored claim strategies, and support for filing claims independently. VBG utilizes proprietary software to streamline the claims process and has a strong track record, boasting a 90% client success rate for favorable VA decisions and a perfect 5-star Google rating. The company emphasizes a Veteran-friendly approach, ensuring accuracy and efficiency in navigating the VAs Compensation & Pension process.

A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?