TASC’s 2025 top performing providers can take advantage of all that Southern California is famous for when you qualify for a 5-day, 4-night all-expenses-paid trip at the magnificent Omni LaCosta Resort & Spa in Carlsbad. Soak in the relaxation, reinvigorate your soul, reconnect with colleagues and learn from industry experts.
If you’re looking to be active in your relaxation hit the links at one of the two championship golf courses. If golf isn’t on your list of relaxing sports maybe you’ll find what you’re looking for at one of 12 tennis and 6 pickleball courts.
But that’s only part of what TASC partners will experience at the luxurious resort, which is home to a variety of vibrant fine and casual dining options. You’ll be wined and dined, experience exclusive excursions and soak in the exquisite sunshine of California.
At the same time, you’ll have the chance to connect with colleagues and learn from industry experts. It’s a winning formula that honors your achievement and dedication to TASC while also driving future success.
Surrounded by natural beauty and tucked away in a secluded area of Carlsbad, Omni La Costa Resort & Spa offers an exclusive experience to relax your mind, body and soul. Break away from the ordinary and partake in our Southern California blend of relaxation, entertainment and comfort.
When you stay at Omni La Costa Resort & Spa, you’ll never run out of options for activities. Enjoy a round of golf at the resort’s championship courses or explore attractions nearby
Looking for ultimate relaxation? Unwind at one of eight swimming pools, book an appointment at The Spa at La Costa or indulge in some retail therapy at some of Carlsbad’s premier shopping centers.
DEDICATION TO DELIVERING
How to navigate to San Diego
The PIP program is our way of thanking you for your diligence in representing TASC. In 2025, the 40 top-producing Providers (minimum business worth $35,000 will qualify for this trip. All Providers producing a minimum of received and issued group service offerings business worth $50,000 are guaranteed the trip. At the $80,000 level the Provider will earn one (1) additional trip from the same office (attendee must be actively engaged in the business).
All program incentives are based on production value as such: Declared Value of Annualized Fees x Production Value Multiplier = Production Value.
TASC’s PIP program incentives are earned as follows:
On the way to earning a trip to San Diego, TASC providers can earn an unlimited amount in cash rewards through our quarterly bonus program, an unrivaled perk that is offered for each TASC service sold. This boost is simply the best in the business and increases your income on new and renewed TASC sales. Providers earn a 7.5% bonus each quarter that they reach a minimum of $7,500 in sales. See the below grids for additional details and examples.
Quarterly Qualifiers Cash Bonus | |
|---|---|
Received and issued business worth at least $7,500 in FIRST QUARTER… | Cash Bonus equal to 7.5% of first quarter fees for each TASC service sold. |
Received and issued business worth at least $7,500 in SECOND QUARTER… | Cash Bonus equal to 7.5% of second quarter fees for each TASC service sold. |
Recieved and issued business worth at least $7,500 in THIRD QUARTER… | Cash Bonus equal to 7.5% of third quarter fees for each TASC service sold. |
Received and issued business worth at least $7,500 in FOURTH QUARTER… | Cash Bonus equal to 7.5% of fourth quarter fees for each TASC service sold. |
Quarterly Qualifiers Cash Bonus Example
Q1 | Q2 | Q3 | Q4 | Total Production | |
|---|---|---|---|---|---|
Production Levels | $7,500 | $8,500 | $5,000 | $15,000 | $36,000 |
Bonus Percentage | 7.5 | 7.5 | 7.5 | 7.5 | |
Bonus Cumulative | $562.50 | $637.50 | $0 | $1,125.00 | $2,325.00 |
WANT TO JOIN US IN SAN DIEGO? SEE WHERE YOU STAND
As of 03/03/2025
Bolded names indicate trip qualifications have been met
Top Providers 1-20 | |
|---|---|
Marsh USA, Inc. dba Marsh & McLennan Agency, LLC – New England | Brian Rochette
RSD: Stephen Shanahan | $37,508
|
Freed Insurance Agency | Carol Freed
RSD: Nick Fish | $14,952
|
Professional Group Plans, Inc. | Kerry Phelan RSD: Brent Jones | $11,444
|
Insurance Brokerage Alternatives, LLC | Melissa Barnhart RSD: Amy Klesk | $11,364
|
Acrisure Great Lakes Partners Insurance Services, LLC | David Bommarito RSD: Kendra Bittell | $11,068
|
Benefit Concepts, Inc. | Mark Kennedy
RSD: Paige Parchem | $10,150
|
AssuredPartners, Inc. | Charlton Jamie RSD: Phil Johnson | $9,590
|
Evergreen Benefits Group | Bracha Shuchatowitz
RSD: Carmine Rossi | $9,516
|
OnPay Insurance Agency, LLC | Ashley Allen
RSD: Joi Foster | $9,508
|
THZ Insurance Group | Michael Zahn
RSD: Lynn Metoxen | $8,974
|
One Benefits Place, Inc. | Angela Rudolph
RSD: Sylvia Brookshire | $8,656
|
Core Nevada, LLC | Allan Morones
RSD: Darren Howell | $8,645
|
James M. Morrison Insurance Services, Inc. | Kim Neisch
RSD: Eva Cataland | $8,602
|
Gallagher Benefit Services, Inc. – Baton Rouge, LA | Michele Krieg
RSD: Jeremy Evans | $8,296
|
Advocate Consulting Group, Inc. | Paul Steele
RSD: Chad Mountain | $7,566
|
Pilot Benefits | Lynette Kinney
RSD: Jessica Miller | $7,491
|
Opolis Insurance Solutions | Micah Baylor
RSD: Sylvia Brookshire | $7,438
|
Nevont | James Nevins
RSD: Adrian Marquez | $7,020
|
M3 Insurance Inc. | Rich Twietmeyer
RSD: Lynn Metoxen | $7,020
|
Davidson Camp Insurance Services, LLC | Valerie Vasquez
RSD: Matthew Pettitt | $6,719
|
Top Providers 21-40 | |
|---|---|
The Hilb Group of New England, LLC | Robert Calise
RSD: Stephen Shanahan | $6,580
|
The Nitsche Group | Robert Nitsche
RSD: Matthew Pettitt | $6,375
|
Morris and Garritano Insurance | Celia Silacci
RSD: Eva Cataland | $6,252
|
Hauser, Inc | James Stines, Jr.
RSD: Phil Johnson | $6,375
|
HMA Group Holdings, LLC | Jason Brown
RSD: Chad Bennett | $5,950
|
TSM Insurance & Financial Services, Inc. | Michelle Alvarez
RSD: Marteen Otway | $5,600
|
The Baldwin Group Mid-Atlantic, LLC | Kevin Fitzpatrick
RSD: Sydney Pierce | $5,415
|
Patriot Growth Ins Services, LLC dba Intrepid Solutions Ins Services | Daniel Templin
RSD: Darren Howell | $5,400
|
JA Benefits, LLC | Chris Johnson
RSD: Amy Klesk | $5,381
|
“Blue Harbor Benefits, LLC | Angela Hasenei
RSD: Sydney Pierce | $5,185
|
First State Insurance Agency, Inc. dba Trust GDC Insurance Services | Kyle King
RSD: Adrian Marquez | $4,997
|
AssuredPartners NL, LLC. | Kelly Hagan
RSD: Amy Klesk | $4,901
|
United Specialty Benefits | Michelle Sullivan
RSD: Savannah Merriott | $4,486
|
Southeast Planning Associates, Inc. dba Snider, Fuller and Stroh | Mark
Snider
RSD: Phil Johnson | $ $4,468
|
Raialife Partners, P.C. | Nicholas Raia
RSD: Savannah Merriott | $4,374
|
University Financial Group, LLC | Lance Kolbet
RSD: Colleen Tobin | $4,296
|
Midwestern Insurance Associates Agency | Stephen Leesman
RSD: Carmine Rossi | $4,242
|
USI Insurance Services LLC | Jake Looby
RSD: Lauren Young | $4,065
|
USI Insurance Services National Inc | Deborah Falknor
RSD: Nelson Armstrong | $4,064
|
Danone Simpson Insurance Services, LLC | Danone Simpson
RSD: Kelli Pallone | $3,933
|
We are the largest privately-held benefits administrator in the country, and we reached this stature by being the industry’s most trusted and respected team, a group that aims to make the health, wealth and well-being of the people and communities we serve better.
TASC believes in rewarding excellence, and our Provider Incentive Program (PIP) has been doing that for more than 20 years. The partnerships in our Provider network, a robust team of brokers, agents, and financial planners who work with us, make it happen.
We appreciate your efforts in 2025 and anxiously anticipate celebrating your wins in San Diego from April 20‐ 24, 2026.
PARTNERS
EXPLORE
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Universal Benefit Account, AgriPlan/BizPlan and COBRA/Benefit Continuation
For inquiries regarding your TASC service offerings:
Call: 608-241-1900 or 800-422-4661, M-F, 8-5, based on the area code where the call is coming from.
Every Wednesday morning phones are not available until after 9:00 am (CST), as our customer care team is in training.
Support Request: Log in to your MyTASC account and click on Contact Us.
Mail: Total Administrative Services Corporation
2302 International Lane
Madison, WI 53704
Distributor Login
To access MyTASC as a Distributor, click here! For general information on your current TASC clients, contact our Provider Service team and please have your TASC ID ready: 888-595-2261, option 2, then 3.