Elevating our clients.

After working for a regional insurance brokerage firm that was acquired in 2021 by the world’s largest insurance brokerage company, it quickly became apparent that the promises of large national leverage and sophistication within the employee benefits space was lacking.  Bigger is certainly not better.  Bigger is bigger.  Bigger was more challenging, less supportive and knowledgeable about our local markets, often slower, clumsy, inflexible, arrogant and complaisant. Our team wanted to be anything but the above. This is when the name “Wake” was born. 

A wake is made from the impact of a boat as it moves through water causing the water to rebound to a higher point than its normal position.  A wake is created by a combination of factors such as the size and weight of the boat, its speed, direction, shape and size of the hull, wind, current, and the weight and distribution of the boat’s cargo.  Similarly, our clients rebounding to a higher point than their normal position was our goal with customized elements to make desired results a true reality. Our mission is to consistently move our clients to a higher point.  As the years go by, our mission is to adjust our elements to create even higher and more consistent, reliable and sustainable positions for our clients.    

  • We execute solutions that truly fit and work within the market, contractual elements, PBMs, and vendors. Our focus is accuracy, agility, flexibility, and the unwillingness to meet the status quo. As an Idaho-based company, we have the local expertise and national resources to meet your employees regardless of where they live.

  • We know the ever-rising cost of healthcare is a huge pain point for many.  Our team offers important, cost-saving solutions including international sourcing, pharmacy benefit management solutions, direct urgent care, compliance risk mitigation, claims management, alternative third-party administration, captive solutions, wellness support, and data driven forecasting to make the most educated decisions for you and your employee population. We deliver and expect the best of ourselves and our clients.

  • We do what's right. Our clients are our teammates, and we treat them like family. We place business not based on overrides and commission, but instead, on what is truly best for our clients.