Who We Are

At Summit X Advisors, we bring together decades of insurance expertise and cutting-edge technology to help businesses navigate risk and employee benefits.

Our Mission

From commercial insurance to AI-driven benchmarking, we provide strategies that protect your bottom line and empower your workforce. We believe that the right combination of expertise, technology, and personalized service can transform how businesses approach risk management and employee benefits.

Our team doesn't just sell insurance policies or benefits packages – we partner with you to understand your unique challenges and craft solutions that drive real business outcomes.

Meet Our Team

Modern office architecture representing our mission and values

Our Values

These core principles guide everything we do and shape how we serve our clients.

Client-Focused

Every decision we make is guided by what's best for our clients and their employees.

Results-Driven

We measure success by the tangible savings and improvements we deliver.

Expert Knowledge

Decades of insurance expertise combined with cutting-edge technology insights.

Innovation

We leverage the latest tools and data to stay ahead of industry trends.

Ready to Partner With Us?

Let's discuss how Summit X Advisors can help protect and optimize your business.

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