High-Performing Benefits

Delivered by People. Backed by Technology.

Proactive service, analyst-backed insights and clear employee communication
Built to support retention and workforce stability

Most benefits consultants can quote plans. The difference is what happens after the decision: support, communication and follow-through. StoneTapert is built around proactive service: real accountability for renewals, open enrollment compliance support and employee needs – so benefits run smoothly and stay aligned with the business.

Privately Held
Built for Continuity

Third-generation leadership and a long-term commitment to staying independent.

Service Engaged all year long

Engaged
All Year Long

Proactive planning, fast response and follow-through that keeps issues moving so benefits support retention, not frustration.

Tech-Enabled
Human-Led Delivery

Automation and analytics behind the scenes so your people get timely answers and clear guidance.

What We Help With

  • Renewal strategy and plan design
  • Open enrollment planning, communications and support
  • Employee education, communications and engagement to support retention
  • Claims advocacy and issue resolution
  • Compliance support and required notices calendar
  • Alternative funding and contribution modeling
  • Supplemental benefits: EAP, legal, financial wellness, life, disability and more
  • Medicare guidance for individuals

What We Help With

StoneTapert Navigator

StoneTapert Navigator

Navigating workforce benefits solutions is what StoneTapert does best. The StoneTapert Navigator is our process for building a benefits program that fits the business, the workforce, and the budget.

Process steps:

  • Discovery
  • Analysis
  • Strategy & Planning
  • Plan Design, Review & Confirmation
  • Implementation
  • Communication

Who We Serve

StoneTapert works with companies like yours – privately held organizations across a wide range of industries and mission-driven nonprofits competing for top talent.

  • Start Up & Small Business (2–50 employees)
  • Middle Market (51–500 employees)
  • Large Market (500+ employees)

Who we serve

Dedicated Account Management

Dedicated Account Management

Dedicated Account Managers are the center of the StoneTapert experience.

They serve as your day-to-day partner, coordinating the right resources, anticipating next steps and keeping communication moving between your team, employees, carriers and internal StoneTapert support.

You account manager knows your plan, your people and your priorities – so questions get answered quickly, issues get resolved and benefits stay on track year-round.

Affiliations

StoneTapert is a founder and exclusive partner of Benefits America, five benefits consulting firms with shared buying power and access to carrier leadership.

Benefit Advisors Network

Benefit Advisors Network (BAN): StoneTapert is a member of Benefits Advisors Network (BAN), an exclusive network of independently held insurance brokers that share industry-leading tools, resources, expertise and industry insights to expand client support and internal efficiencies.

Technology Partners

Employee Navigator Logo

Mineral Mitratech Logo

Zywave logo

HCMU Logo

mployer advisor

Acclaim Health Analytics logo

Message from the CEO

At StoneTapert, we’re proud of what we’ve built and how we’ve built it. For 65 years, we’ve remained a privately held firm, and today we have the third generation in place to carry forward our commitment.

We understand the realities that privately held businesses and nonprofits face: tight teams, high expectations and the pressure to do more with less. That’s why we stay hands-on. Our team is actively involved with clients every day, focused on follow-through, clear communication and proactive support that keeps benefits running smoothly year-round.

We believe service is the strategy. We lead with a customer-first mindset, guided by values that prioritize integrity, responsiveness and doing what’s right for the people you employ. Thank you for considering StoneTapert. We’d be honored to earn your trust.                                 

– Chuck Tapert, President & CEO

Chuck Tapert

Knowledge Center

Benefits Knowledge Center

Benefits are a major investment – financially and culturally – and the questions don’t stop after enrollment. Our Benefits Knowledge Center supports HR, leadership and employees with clear Q&As, how-to articles and timely updates on compliance rules and regulatory guidance. It’s built to make benefits easier to understand and easier to manage, so decisions are informed and execution is smoother year-round.