The Alan Katz Group marshals the resources our clients need to refine their strategies and achieve their goals. For those facing business challenges, this means assembling a team of experienced executives to address your most pressing challenge. For meeting planners, it’s speakers that make your events memorable, entertaining and substantive. For sales managers. it means customizing Trailblazed Sales workshops to motivate your sales force.

Our team approach means you work with experts in their field. Our pre-work consultations aligns your team and ours so we share the same goals, expectations and timetable

It’s a simple formula, but one our clients appreciate. If you have any questions on how we can help you or your organization, please contact us for more information.


Looking for The Protect Plans, The Secure Plans, or NextAgency …

Alan Katz, the principal of the Alan Katz Group, is a co-founder of the companies behind Insurgency Benefits (manager of the Protect Plans and the Secure Plans) and Take 44, the company behindNextAgency.

  • The Protect Plans and The Secure Plans are simple and safe, fixed-cost self-funded plans for smaller and mid-size companies. Both feature wellness incentives, telemedicine, and more
  • NextAgency saves health and life insurance agencies time, money and clients. NextAgency provides a modern and powerful agency management system for brokers with a simple and straightforward benefit management tool they can give to clients — for free.