About Us

• We help individuals and businesses accomplish their goals by enabling them to make smart decisions about their health and life insurance options. We enable companies of all sizes to make the best decisions regarding all aspects of employee benefits. Enable individuals and families to navigate personal insurance choices by guiding them through the application process, both on and off the Health Insurance Marketplace. Specializing in helping businesses and individuals understand the impact of the Affordable Care Act (or "Obamacare" as it is commonly called).
  
  UPstream Benefits advisors bring a wealth of knowledge to the table and provide a host solutions to meet your needs and expectations. We are appointed with providers who help us as we bring a higher level of service to our clients. Of course, nothing goes perfectly forever but we can promise that if there are problems, we will not stop until we make them right. Which Health Care provider is best for you or your company? Is Blue Cross Blue Shield of North Carolina® on your short list or how about MetLife? We work side by side all the major providers to bring you the best service and affordable coverage you demand.
  
  What we can do for you
  
  Group Health Insurance
  Group Dental Insurance
  Group Life Insurance
  Group Accident Insurance
  Short Term/Long Term Disability
  Critical Illness Insurance (Cancer, Heart Disease, etc.)
  Hospital Supplement Insurance
  Group Financial Planning
  Group Long Term Care
  Personal Health Insurance
  Personal Life Insurance
  Individual Financial Planning
  Investment Management
  401K and IRA
  Provide an Employee Benefits Site increasing transparency & communication
  Telemedicine
  
  UPstream Benefits has both small and large businesses as clients in and out of the Triangle. We also provide personal insurance for those of you who are in between careers, starting a new business venture, or navigating the web of Health Care Reform. As you grow from a small, to mid size, to a large business, we will grow with you and be there, ready to help you go even further. Our level of service is not driven by the size of your business or bank account, it is driven by an UPstream team who accepts nothing less than excellence.