About Our Company

OWNERS

Because Insurance and Financial Products are by themselves, a commodity, in the absence of unexpectedly good service and personal caring, one broker is the same as another.

Our Client service team prides themselves on providing services no other broker does. How can we help you? Call us. Challenge us. You'll be impressed.

Jay Gerlitz (at left) has more than 25 years of experience helping business owners find affordable group health plans. Jay and his staff at The Gerlitz Group provide unparalleled service – including handling the tasks most businesses dread: enrollment meetings, application processing and claim settlements. Call Jay directly at 914-277-2227

Bill Behr (at right), founder of Behr Asset Management, has been in the insurance-planning business for 15+ years. His specialty is implementing retirement plans for small business owners (such as 401k plans, profit sharing and IRAs). Bill works closely with owners and employees on personal planning issues (e.g., individual life disability insurance and retirement planning). Call Bill directly at 914-633-1717

STAFF

Carol is affectionately known as the “Claims Queen.” Carol is the person who goes after the insurance companies to help get your claims reimbursed. She also negotiates with doctors who try to cleverly over-charge you for their services. When Doctors agree to work with an insurance company they agree to charge fees that are “reasonable and customary.” Carol makes sure the Doctors stick to their agreements and she is very, very good at it.

Lisa is our “Chief Underwriter.” She handles all our new business and the applications that come into our office each day. She is extremely efficient at getting new business placed in a timely manner.  

Jennifer, is our “Multi-tasker” and helps out with answering our busy phones and directs your call to the right person that will help you. She also helps out Lisa and Carol when things get crazy around the office.