BRIAN KLEM // FOUNDER, SHIFT BENEFITS

Built for the Trades. Not the Boardroom.

Brian didn't start his career selling insurance.

He spent years inside healthcare companies like Pfizer, Dexcom, Virgin, and ZoomCare, working at the intersection of healthcare, technology, and employee benefits.

Along the way, he was given a challenge many employers know well:

Improve the health plan without blowing up the budget.

Instead of relying on a broker, Brian stepped in as the company's interim benefits manager. That experience changed everything.

He saw rising renewals become the expectation. He saw employers paying more every year while employees shouldered higher deductibles and out-of-pocket costs. He saw complicated contracts, confusing pricing, and a benefits system that often left business owners with very few practical options.

Rather than accept that "this is just how it works," Brian began looking for a better way.

He learned that employers don't always need to spend more to provide better benefits. They need better strategy, better tools, and someone willing to challenge conventional thinking.

That experience became the foundation for Shift Benefits.

Helping Skilled Trades Take Control

Today, Shift Benefits works exclusively with skilled trades employers—construction, HVAC, electrical, plumbing, excavation, transportation, auto repair, and other businesses that keep communities running.

These companies don't need complicated presentations or benefits designed for large corporate offices.

They need practical solutions that help them:

• Control healthcare costs.
• Reduce administrative headaches.
• Keep employees healthy and working.
• Attract and retain dependable people.
• Build a stronger business over time.

Every recommendation starts with those goals—not with an insurance product.

Sometimes the right answer is an ICHRA. Sometimes it's a traditional group plan, a level-funded strategy, or a different approach entirely. The recommendation always depends on what creates the best outcome for the employer and their workforce.

A Different Kind of Benefits Advisor

Shift Benefits combines modern health benefits with practical healthcare solutions that employees actually use.

That can include faster access to virtual medical care, healthcare navigation, tax-advantaged accounts, cost-control strategies, and benefits that make a real difference for people working in the field.

The goal isn't simply to renew your health plan each year.

It's to help you gain more control over healthcare spending while building a stronger, healthier workforce.

If you're looking for another annual renewal meeting, there are plenty of brokers who can help.

If you're looking for a long-term partner focused on your business—not just your insurance policy—we should talk.