Concordia Exchange
Insurance
Worcester, Massachusetts, United States
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Concordia Exchange Overview
- Headquarters
- Worcester, Massachusetts, United States
- Website
- www.concordiaexchange.com
- Industry
- Insurance
- Employees
- 5
- Founded
- 2021
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
About Concordia Exchange
We believe everyone deserves clarity and confidence in their financial future. Concordia Exchange is a next-generation insurtech company building BenefitWise AI—a cutting-edge solution that reimagines employee benefits enrollment. We combine powerful agentic AI with a human-centered mission: to help employees make smarter, simpler, more confident benefits decisions. We transform confusion into clarity. Today’s benefits enrollment process is outdated, complex, and overwhelming. We change that. BenefitWise AI acts like a Certified Financial Planner™ to deliver personalized financial guidance at scale, empowering employees to make smarter benefits decisions. It guides each employee through their unique benefits choices, explaining how every decision fits into their bigger financial picture, and recommending optimal plans across medical, ancillary, and voluntary benefits. Employers get higher engagement and satisfaction among employees. Brokers get smarter insights through our dashboard, and revenues increase. Carriers see increased enrollments and reduced workload. And employees? They get confidence and peace of mind. We were honored to be previously selected as the winner of the Cornell University MBA Business Pitch Competition.
Concordia Exchange Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Concordia Exchange Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brian Haugli | Cyber CEO - Zerotrust & Nist Expert | Worcester, Massachusetts, United States |
Email
Phone
|
| Joffrey Smith, Mba, Cfp®, Clu®, Chfc® | Helping You Grow, Access & Protect Your | Worcester, Massachusetts, United States |
Email
|
| Andrew St Gourdin, Mba | Financial Services Professional | Greater Boston, United States |
View
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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