About Montreut
Better service in this business has always meant a bigger team and a bigger fee. Montreut pairs experienced advisors with software we built, so a small team can handle accounts that used to need a department, and every decision is made with better information.
The Montreut Standard
Five things we hold ourselves to on every account.
Transparent
You know what you are buying, why we recommend it, and how we are paid.
Customized
Strategies built around your organization and its budget, never a preset product.
Intelligent
Recommendations informed by your data, the market, and people who have done this before.
Accountable
We measure what happened and use it to inform what comes next.
Technology-enabled
Software makes our advisors faster and more capable. It does not replace their accountability.
Our background
Experience from every side of the business.
Montreut was founded by a team whose careers cover most of employer health coverage: running health plans, advising employers at large national firms, building captive and stop-loss programs, financing and operating one of the largest independent agencies in the country, and founding healthcare technology companies.
For producers and agency owners
Keep your clients and your name.
If you have built a book and want better economics and better tools, we should talk. MontreutOS handles quoting, service, and compliance. Producers get real ownership. Agency owners looking for a next chapter for the firm they built are welcome too.