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Letter of Recommendation

“I would be happy to speak to my experience working with Dave.  It’s important to note that I used a comprehensive RFP process to select a new broker a couple of years ago and Mainstay was the successful bidder. Our process included both financial and service based elements that bidders were evaluated on. Bidders in the process included large national firms and benefits specialty companies. Mainstay was the successful bidder based on the strength of its service based elements and expertise.

My experience with Dave has been nothing less than phenomenal. I have been accountable for our organizations benefits program from more than twenty years and have never been in a situation where I feel as confident as I do now.

Dave sets high standards for his performance and service delivery. He is an excellent communicator and very responsive to inquiries. Beyond that, he is a subject matter expert and his analytical approach to solutions has been very beneficial to us. 

So it is without hesitation that I fully endorse and recommend Mainstay as a broker and would be happy to discuss this further with you if needed.

Matt Garrison – SHCHC – March 2021″


Over the past years, as the level and affordability of technology has increased, we have made several investments in order to better serve you, our clients. In October 2009, we installed a new telephone system that allows us to maintain long-term electronic logs of our phone conversations and voicemail messages. Insurers have been doing this for years in order to ensure quality and accuracy. Unfortunately, the conversations with some insurers and the majority of other benefit providers are NOT recorded. This can make it very difficult to reference past calls in order to resolve a problem.

Since installation, these logs have come in handy a number of times in reminding insurers of past conversations and in quickly resolving client problems. We think that this investment in technology will continue to help us protect both you, our clients, and ourselves as we go forward.

If you have any comments or concerns regarding this process, that you would like to share with us, please let us know.