M3 Elevate

Advisor Led. Tech Supported.®

Every business is monumental for the people who own it, lead it and depend on it. Fact is: smaller businesses face the same problems as larger corporations – without the safety net of government bailouts and massive teams. We think and act accordingly.



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Fast Break Podcast: Tune in

Discover strategies you can use to grow and protect your business. Join us for insightful conversations with influential small business leaders. The latest episode features Joe Kirgues of gener8tor.


Let’s Put Your Business on Offense

We believe most insurance and benefits companies get it wrong for the owners and leaders of growing businesses. They only talk about worst-case scenarios and obsess over protection and defense. But what they don’t understand is that you’re not up at night worrying; you’re up at night working.

Selling. Inventing. Solving.

You need partners who see the whole picture and think like that for every facet of your business…

We always start with protection for our growing business clients, but that’s not where we end. We know the best defense is a good offense. We have hundreds of policies, but only one mindset: fuel your growth.

small business owner of a restaurant

When you work with M3 Elevate®, you…

  • Get a strategic partner, not an order taker
  • Have access to the same programs as our Fortune 500 clients
  • Transform your benefits into tools for attracting and retaining great people

Don’t settle for an insurance and benefits agent who only plays defense for you; get an advisor who plays offense too. Get M3 Elevate.

Personal Lines

M3 Elevate’s Personal Lines team helps people and families elevate their peace of mind with protection for their health, home, vehicles, and more. We’re committed to providing one-on-one consultation that results in customized coverage based on your needs, health, lifestyle, and assets – not assumptions.

Insure Your Unique Personal Risks

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Life transitions come with many changes, including changes to your insurance coverage. If you’re planning on retiring and need help untangling Medicare’s terminology, requirements, and policy structure, M3 Elevate® can help. Our Medicare team presents your options in a clear, concise fashion so you can make decisions with confidence.

We’re Here To Help

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