What We Do
BPC Financial is a full-service insurance and financial
services organization specializing in the design, marketing, and administration
of professional affinity group and association member benefit programs.
As a licensed Third Party Administrator, BPC Financial
has national expertise in:
- Programs Development
- Association/Affinity
Group plan installation
- Negotiation of substantial
discounts, exclusive services, and underwriting concessions
- Billing and Collection
Services
- Claims Administration
- Marketing & Programs
Communication
- Policy Issuance
- Customer Service
- Member Database Management
BPC Financial clearly understands its objective to
support association and professional affinity group clients by providing
customized insurance products and employee benefit plans to their
individual members.
Back To Top
Our History
Earl
C. Trefry, Jr., CLU, the founder of BPC Financial, formerly Business
Planning Concepts, Inc., graduated from the University of Florida
in 1972. Earl, a.k.a. Chip, has spent most of his career specializing
in helping professionals with their insurance and planning needs.
Incorporated October 1, 1984, under the laws of The
State of Florida and domiciled in Jacksonville, Florida, the company
was formed expressly to provide professionals and their firms with
specialized insurance products and advice. BPC Financial began working
with associations by providing the Duval County Bar Association with
a non-cancellable Disability Income product in 1985. This program
was offered to The Florida Bar in 1987, initiating The Florida Bar’s
relationship with BPC Financial. Since that time, BPC Financial has
developed and enhanced a complete array of programs designed for association
members and their firms.
BPC Financial is a proud member of AIPAGIA,
an association comprised of members who are regarded as the leading
administrators of group insurance in the United States of America.
The high regard that is given to the members of AIPAGIA is reflected
in the volume of business they service - approximately one billion
dollars of annualized premium.
Back To Top
Associations/Affinity Groups We Serve
