Dallas insurance agency serving The Metroplex Since 1996

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As a locally owned and operated female business since 1996, we live by the motto of "Simple. Personal. Reliable." While other insurance agents may boast about providing the "best coverage at competitive prices" or being the "best insurance agency in Texas," we believe it takes more than words to earn your trust and business. Our calling is to love others; our excuse is to be your insurance agent.

As group insurance experts, we assist business owners in finding solutions to ensure their employees' health and protect themselves. Seniors appreciate our friendly demeanor and knowledge, simplifying finding the right Medicare plans and coverages. And we support Individuals and Families through every stage of life, giving them peace of mind that they are protected from unexpected life events.

We look forward to serving you, actively listening to your needs, and providing all the necessary information to make decisions you'll feel good about.

Simple. Personal. Reliable. Independent thinking just like you.

Best Health Insurance Broker Dallas

A leading woman-owned insurance agency in DFW since 1996.

Benefitsdallas, inc
Excellent
4.9
Based on 43 reviews
review us on
Exceptional experience. They were happy to explain the hellish complications of Medicare, and when deadline complications came up (because of Social Security, NOT their fault at all), Pat and the rest of the team pitched in with a last-minute blitz that made everything work. A lifesaver.
We have been very happy using Benefits Dallas as our agent for our Medicare and supplement. Nerya is our agent and has been extremely professional and helpful with replacing our supplemental coverage for Medicare. She is extremely efficient and continually followed with us. Thank you Nerya for all your help.
I can't say enough about Pat. She took me from beginning to end, evaluating many different carriers, patient in her explanation of the different parts of Medicare and helping find the best plan for me going into the Medicare world. Benefits Dallas is an independent agency and thus is able to research objectively for the best fit for each independent needs. I highly recommend working with Benefits Dallas and specifically with Pat A++ Pat, Thank you very much.
Response from the owner: Ken, Pat loves your sense of humor, and talking to you made her smile! Your experience describes precisely what we want to be as an independent agency. We know you can choose anyone to help you with a Medicare plan, so our focus is education, helpfulness, and independent thinking—a kind word from clients like you goes much further than any advertising. Thank you for allowing us to serve you!
Good experience. When I hit a glitch, Pat Puente was right there to help and make everything alright. I would highly recommend this business to anyone that needs a medicare supplement. Tammie Lee
Team Benefits of Dallas is amazing! They worked hard to bring us the best Medicare options with patient, kind, and thoughtful advice. They never tired in answering our questions in a timely manner. We did check with other brokers and continually JoAnn, Luke and Pat consistently offered the best and most accurate information. Enrolling in Medicare can be a challenge, so choose to get the help of the team at Benefits of Dallas. We fully trust them and would highly recommend doing business with them.
Exceptional service and exceptional attention to detail. Pat in particular made everything seamless and easy. I am very satisfied and confident in my new coverage and working with Benefits Dallas has made that possible.
Response from the owner: Lindy, when your name was brought up, the team immediately said, "She knows what she wants!" Because you are so well-versed, it made it easy for you to be decisive and prompt to reply which is a beautiful gift because it helps us know how to serve you and best meet your needs. We appreciate you and look forward to many more years together!
Benefits Dallas made it possible for me to get a new Medicare Supplement policy in spite of multiple rejections from companies. I am grateful to have their help which saves me over $150.00 per month in premiums.
Response from the owner: Robert, when we spoke with Nerya, she gushed about how you have a great sense of humor, are well-researched, easy to work with, and patient with the process! Thank you for your demeanor, and we are also grateful that through everyone's patience & persistence, we could help you find a good fit for your policy.
Excellent review of all my options and very knowledgable staff. Would recommend highly!
Response from the owner: Maureen, everyone (Pat, Nerya & Noemi) enjoyed working with you! Not only did they think you were super friendly, but they also appreciated how ahead of the game you were to get everything sorted ahead of time! Sure, there are times that we can work under the pressure of a deadline to help someone, but not having to do so is a gift for everyone! Thank you for making the process easy on everyone, including us!
Excellent team and I feel confident they put my needs and interests first.
Response from the owner: Thank you so much, Renee! We checked in with Nerya, and she mentioned how much she appreciates your quick responsiveness! We also love that you felt we put your needs and interests first. Within our staff meetings, we regularly discuss the importance of understanding and meeting our client's needs as our primary focus. We are always thankful to see it being lived out. We look forward to serving you for many more years!
JoAnn and her brilliant staff have been helping me with my Medicare supplement and drug insurance since 2014. Her staff are always knowledgeable and willing to guide me through the processes. I am very please that I answered a mailer from Benefits Dallas.
Response from the owner: We love the relationship we've built over the past decade! Not only are you fun, Cynthia, but you are also so easy to work with. We appreciate your heart and attitude! That mailer is a classic and speaks to one of our specialties, women helping women! Jo Ann will never change it because people will hold onto it for years, waiting to turn 65! Thank you for putting your trust in us!
Thank you Joann and Nerya for all your help. BenefitsDallas has always worked with me to find the best coverage for my Medicare supplement and Rx needs with the best and most affordable premium.
Response from the owner: Nancy, when we asked Nerya what she appreciates most about you, she started rattling off words like " kind," "helpful," "decisive," & "fast responder," etc. Most of all, you are a gracious soul! Thank you for the privilege of serving you throughout the years!
When I turned 65 I had no idea which way to go with Medicare & a supplement or go with Medicare advantage plan. The help I received from Joann was so detailed letting me know the right way to go for my health. After I spoke with Joann I then worked with Pat and she got me all signed up with the carries that I had decided to go with. She kept me up today until everything was done. If you are looking for personal feeling please call this company they will not let you done. Thanks for your hard work in getting this done for me.Karen
Response from the owner: Karen, We love hearing that you had the information you needed to choose the plan that's right for you, whether it's a Medicare Advantage plan or a Supplement plan. More importantly, it's awesome to hear that you felt supported through the entire process! Pat was just commenting on how you are a delight to work with and made the process on her end so easy! Thank you again for giving us an opportunity to serve you!
The whole process was awesome! Except for a few glitches , which Pat took care of in a very timely manner ! I would recommend everyone call this company and ask for Pat! Thank you so much!!
Response from the owner: Thank you, Diane! We're grateful Pat took the time to help track down the carriers' emails. It's a great example of the personal touch she exemplifies, and we'll make sure to recognize her efforts during our next Medicare meeting! More importantly, she says you are super sweet, and we look forward to serving as your insurance agency for many years!
Jená (Jenn -A) sp?.., Was more than helpful and went above to ensure I understood and got the best plan possible for my intended needs and to be prepared the unknown as well. I highly recommend her and the services they can provide you
Response from the owner: Thank you, Todd! We will pass along your compliment to Jenny! We agree that she's a valuable member of our ACA/Individual medical insurance team. We appreciate the opportunity to serve you and are glad to know that you not only felt assisted but also that the time was taken to make sure you understand your options specific to your needs.
Pat made the process of applying for Medicare and supplemental insurance smooth and easy. I recommend Benefits Dallas to anyone applying to Medicare and Medicare Supplemental insurance.
Response from the owner: That's great to hear, Molly! Pat thinks you are "super sweet" to work with and wanted to share her appreciation for your kind attitude. We love hearing about how she helped make things smooth and easy for you because we all know that "figuring out Medicare" alone can be overwhelming! Thank you again for the privilege of serving you!
Benefits Dallas has been so good for us lately. We have gotten new supplemental insurance and prescription drug insurance at a great cost savings. Pat Puente has helped us greatly and completely answered all our questions. Luke helped us save a lot on our Wellcare prescription insurance. JoAnn guided us to get the best plan. We are very satisfied with their services.Sue and Ralph VanDuzeeJan. 23, 2024
Response from the owner: Thank you so much for your 5-star review! We will share the news with everyone on our team. We appreciate you, Sue, and we look forward to continuing to serve you!
I recently requested guidance in selecting a Medicare plan the have the coverage I needed and at a lower cost. Pat Puente was extremely helpful and provided instructions to cancel my old plan. Very helpful
Response from the owner: Scott, Pat says you are a pleasure to talk to and funny, too! We know you have many options about who you choose for your insurance agent or broker, so we emphasize being helpful, personal & reliable. We appreciate the opportunity to help you find a cheaper supplement policy and look forward to serving you for many years!
Benefits Dallas has been a wonderful choice for insurance in our family. I have only praise for Jo Ann and her team. They are thorough, diligent, and provide wonderful counsel and support on relevant matters. Recently, I called to ask if there was anything I might do to rectify a problem I had with a provider. Long story short, they stepped right in and took the lead in assisting me. The issue was fixed swiftly!
Response from the owner: Thank you so much! It's a privilege to serve our clients and provide ongoing support when you need it!
I am so pleased with the great customer service I received at Benefits Dallas. Pat, the Medicare Coordinator that assisted me, was outstanding! She found a Medicare Supplement that was over $1000.00 less per year, completed the application for me and kept me informed all along the way. In addition, she explained things in a manner that I could totally understand, which I so appreciated. I have been using Benefits Dallas since I first enrolled in Medicare 7 yrs ago and I am so thankful for their services.
Response from the owner: Thank you, Mary! We will surely pass along your kind words to Pat, as she'll be thrilled for the kudos. We love hearing that she was resourceful and helpful and made it simple and easy for you. One thing we strive to do when we find out about a rate increase is to do a preliminary evaluation and then reach out proactively to our clients to let them know if it's normal & reasonable vs. a situation where moving to a cheaper carrier can help save you money! We value your long-term relationship with us and look forward to serving as your Medicare insurance agents for years to come!
Response from the owner: We appreciate your positive review, Arlene!
Pat was very helpful in getting my Medicare supplement set up!
Response from the owner: Larry, we are so glad we could help you with your Medicare supplement but even more excited that Pat was so supportive! We can't wait to share with her your kind words. Thank you again for taking the time to leave a review!
BenefitsDallas is an invaluable resource for our company. JoAnn has walked us through many changes in both her industry and ours. She knows what we need and more importantly, what we don't need. The entire staff is friendly and efficient. A special shout out to Beccy, who stays on top of things during the renewal process. If you are looking for a solid partner you can depend on, you won't do better than BenefitsDallas!
Response from the owner: Richard, we've so enjoyed serving you for what is it now? Almost 20 years! You are not kidding when you mention all the changes we've seen within group insurance world over that time. The best part of our day is working with clients we love like you and the joy of long-lasting relationships. Will definitely pass along your compliment to Beccy. We agree she's the best account manager! We also love how you take care of our clients through your printing & mailing business! Thank you!
Great customer service !! Responds quickly to questions. Very helpful. Would definitely recommend.
Response from the owner: Drew, we've enjoyed working with you as your benefits broker this past year! We look forward to many years to come!
So knowledgeable; have completely confidence in the guidance provided. Excellent and timely customer service.
Response from the owner: Rita, We look forward to serving as your Medicare agents for many years! It's not easy for teachers in Texas to navigate what your best healthcare options are in retirement. Every situation is unique! Thank you so much for your trust in us and your kind words.Jo Ann
Everyone is awesome!
Response from the owner: Stefanie, thank you so much for your kind words from all of us on the employee benefits team (myself, Beccy & Kimberly.) We look forward to continuing to serve you for many years to come!JoAnn
Response from the owner: Greta, we so appreciate the many years we've spent working together on both your company's group benefits and also your Medicare plans. Thank you for your review!
Jo Ann and the Benefits Dallas team are fantastic to work with! Coordinating health insurance for a business can be very confusing and Jo Ann’s team is always available to promptly answer my questions. I love that I can shoot an email or just pick up the phone to talk about our company’s policy. As a small business we don’t have a separate Benefits Department and Benefits Dallas helps us bridge that gap perfectly.
Response from the owner: JoAnn & Beccy were just reflecting on how you are not only super sweet you Kim but also how you make sure to follow-up with everyone. Teamwork makes the dreamwork especially when talking about group health insurance and employee benefits. We appreciate you!
Quick results and answers. Everyone was very helpful. I was treated with respect and my questions were answered quickly and without judgment. Great office.
Response from the owner: Pat, navigating the incredible world of Medicare isn't the easiest (even for Medicare specialists like us!) We are privileged to know that we could serve you by getting answers as quickly and accurately as possible to help you make informed decisions! We will pass your compliments on the rest of the Medicare team.
Jo Ann Charron is our main contact. Her customer service is unending. I appreciate her patience. Insurance at times has some obstacles she ALWAYS provides a quick reply with complete details which allows us to make the best decision. We know she has countless clients but she honors our company with her attention and allows us feel like we matter. There is no better insurance agent with customer service!!!!!
Response from the owner: Thank you, Kalene, for taking time to write such a thoughtful review! I was just passing along your comments to Beccy, and she remarked how super sweet you are! We are a small business who believes in meeting the needs of all of our clients. That's the essence of customer service. Problem solving & having a heart for others!JoAnn
Great job to JoAnn and Team with our new policies! Thank you!
Response from the owner: Geoffrey, we are so glad we could help you! Thank you so much again for your feedback! We appreciate your kind words!
They patiently work with you to choose the best plan and are quick to respond when assistance is needed. They made the challenging work of finding the right insurance so much easier!
Response from the owner: Bob, reviews like this give us motivation and brighten everyone in the office's day. We love serving your insurance needs!
Everyone I spoke to was GREAT!
Response from the owner: Linda, thanks for your praise and kind comments about our team. It's a privilege to serve you and others!
JoAnn made it very easy to renew benefits, answered all my questions promptly and made it a simple procedure. Kim
Response from the owner: Thank you so much Kim & William! We appreciate the opportunity to serve your company!JoAnn
Competent, experienced and very knowledgeable professionals.Friendly, warm, very helpful staffs with the fastest respond time I have ever seen.
Response from the owner: Thank you, Kuok-Mee! Prompt responses are always a best practice, but in situations where a tight deadline makes the difference in someone getting coverage, we try to stay nimble! We'll pass your message along to the rest of the team as a note of encouragement!
Everyone at Benefits Dallas was friendly and very professional. They spent whatever time necessary to explain all the ins and outs of the different Medicare programs. Not sure I would have understood completely without their help!
Response from the owner: Hi Tom, we are pleased to have provided you with such a positive experience! Whenever anyone makes decisions, it helps to feel informed and comfortable because that brings peace of mind. When we think of the maze that is Medicare, we know we'd want someone to help guide us as well!
Great service and very helpful finding solutions to fit small businesses. We have been working with JoAnn and her team for over 10 years servicing my team. I would highly recommend working with BenefitsDallas. Evelyn Torres CEO Solaris Tech Services
Response from the owner: Evelyn, your recommendation means so much to us and we're so happy to have earned it. Thank you again for taking the time to let the world know about your positive experience. We hope to continue earning the privilege of serving your business for decades to come!JoAnn Charron
Response from the owner: Sylvia, we strive to provide top quality service to every client, and are pleased to see that reflected in your high rating. Thank you so much and we look forward to serving you again in the future! Appreciate you taking the time to give us feedback.
Responsive always got back with me in a timely manner. Able to answer all of my questions.
Response from the owner: James, thanks for taking the time to share your thoughts. We're glad to hear we able to answer all of your questions promptly. If there's anything further we can do for you, we are happy to help!
Did a wonderful job of helping us find a Medicare plan. We’re very responsive with any questions or concerns.
Response from the owner: Robert, thank you for your kind review about finding a Medicare plan; we are happy to pass along your comments to the team here at BenefitsDallas (especially Pat!). We look forward to serving you again in the future!
Jo Ann and her staff were absolutely very knowledgeable and helpful in getting us through the maze of questions, options, and requirements in signing up with Medicare . We highly recommend them.
Response from the owner: Darrell, we are so happy to read such a great review about BenefitsDallas, Inc! Thanks again for the recommendation, and have an amazing day!
Everyone in the office is knowledgeable and extremely helpful. With all the changing laws it is hard to stay up to date but JoAnn makes it very easy. Many thanks to all the staff!
Response from the owner: Hi Beccy, we are very happy to have provided you with such a positive experience! We hope to be of service to you again in the future. Best wishes, BenefitsDallas, Inc
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Bottom line: You'll enjoy the personal attention that comes from a local insurance agency.

Our clients say that Benefits Dallas is more than an insurance agency. They call us their "trusted advisors, licensed experts, and personal advocates." When you choose a local insurance broker, we shop the market to find the right mix of coverage and price while saving you time and money. Plus, as your business grows or your family changes, we'll help review your coverage so you have peace of mind.

We can help you protect yourself, your family or your business.

Sometimes it's hard to evaluate if you are over or UNDERINSURED Or if your getting the best value with your current provider.

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Decision making.

We'll listen, guide, and recommend.

Contact us and let us know your needs.

We're here if you have questions, problems or claims, our staff will make sure you are taken care of like family.

Once you make your informed choices, we give you a white glove service handling all of the enrolling, processing, and verification.

We provide tailored solutions not cookie cutter benefits for your unique situation.

Give us a call at 214-340-0115, start a chat or fill out a form to get started.

Our insurance clients say:

BenefitsDallas is dedicated to the industry and their clients. Specifically, because of Jo Ann’s credentials and her knowledge of current laws affecting our employees’ benefits, we rely on her expert guidance. The services BenefitsDallas provides are invaluable to us.

All clear. And Hallelujah!!!

My big thanks to you and Jo Ann for your great guidance, and for the immediacy of your responses to my many questions. You’ve both made this potentially difficult and confusing process completely navigable.

Jo Ann and her staff were absolutely very knowledgeable and helpful in getting us through the maze of questions, options, and requirements in signing up with Medicare. We highly recommend them.

— Lola Cachard

Jonathan Joselove

— Michelle Black

Dallas - Texas

Frisco - Texas

Dallas Fertility Associates