Insights

Independent broker advantage Transition Health Benefits operates as an independent insurance broker licensed with all major carriers, presenting a multi-carrier shopping approach that can be leveraged to offer strategic cross-sell opportunities for employers and individuals seeking tailored coverage.

SMB focus opportunity With a stated capability to cover small businesses up to 50 employees, there is a clear sales opening to upsell group health plans, ancillary benefits, and COBRA/Medicare transitions to existing SMB clients and local Brookfield and Wisconsin-based businesses.

Cost-free advisory The no-cost guidance positioning can be used to address price-sensitive segments and unemployed or transitioning workers, offering a pathway to convert advisory conversations into paid policy placements through continuity of service.

Digital engagement Use of Calendly, Squarespace, Google Sign-in and other digital tools suggests a modern, low-friction purchasing journey that can be extended with targeted digital marketing, online quotes, and self-service policy education to generate qualified leads.

Revenue scale signal Reported revenue range of 25 to 50 million indicates substantial market traction for a small firm; this level of scale can attract carrier partnerships, co-marketing initiatives, and expanded product portfolios to deepen carrier relations and cross-sell opportunities.

Similar companies to Transition Health Benefits

Transition Health Benefits Tech Stack

Transition Health Benefits uses 8 technology products and services including Calendly, Cloudflare, Squarespace, and more. Explore Transition Health Benefits's tech stack below.

Transition Health Benefits's Email Address Formats

Transition Health Benefits uses at least 2 email formats:
Transition Health Benefits Email FormatsExamplePercentage
First@thbwi.comJohn@thbwi.com
75%
FLast@thbwi.comJDoe@thbwi.com
25%

Frequently Asked Questions

What is Transition Health Benefits's phone number?

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You can contact Transition Health Benefits's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Transition Health Benefits's official website and social media links?

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Transition Health Benefits's official website is transitionhealthbenefits.com and has social profiles on LinkedIn.

How much revenue does Transition Health Benefits generate?

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As of October 2026, Transition Health Benefits's annual revenue is estimated to be $25M - $50M.

What is Transition Health Benefits's SIC code and NAICS code?

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Transition Health Benefits's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Transition Health Benefits have currently?

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As of October 2026, Transition Health Benefits has approximately 24 employees across 1 continents, including North America. Key team members include Health Insurance Specialist: S. V. Explore Transition Health Benefits's employee directory with LeadIQ.

What industry does Transition Health Benefits belong to?

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Transition Health Benefits operates in the Insurance industry.

What technology does Transition Health Benefits use?

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Transition Health Benefits's tech stack includes Calendly, Cloudflare, Squarespace, Squarespace Commerce, Google Sign-in, Vimeo, Facebook and Google Plus.

What is Transition Health Benefits's email format?

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Transition Health Benefits's email format typically follows the pattern of First@thbwi.com. Find more Transition Health Benefits email formats with LeadIQ.

When was Transition Health Benefits founded?

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Transition Health Benefits was founded in 1999.
Transition Health Benefits logo

Transition Health Benefits

InsuranceWisconsin, United States11-50 Employees

Transition Health Benefits is a Brookfield, Wisconsin-based independent insurance broker serving individuals and small groups, with the capacity to work with clients statewide. The firm emphasizes simplifying healthcare coverage by connecting clients with knowledgeable specialists who guide them through plan options and address questions at no cost, reflecting its role in helping people assess and obtain suitable insurance solutions. Target clients include job seekers, the self-employed, those facing COBRA expirations, families managing coverage changes (such as age limits or employer drops), people approaching Medicare eligibility, and small businesses requiring group coverage for up to 50 employees. Positioned within the broader insurance industry, the company operates as a broker licensed with major carriers to tailor coverage to each customer’s needs, offering support from initial contact through ongoing service. The organization describes itself as providing a straightforward approach to insured status, and its local footprint is complemented by its stated readiness to assist clients from Wisconsin or other states, with contact available via phone, text, or email.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1999
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Transition Health Benefits's revenue is estimated to be in the range of $25M - $50M

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