Dallas insurance agency serving The Metroplex Since 1996

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As a locally owned and operated female business since 1996, we live by the motto of "Simple. Personal. Reliable." While other insurance agents may boast about providing the "best coverage at competitive prices" or being the "best insurance agency in Texas," we believe it takes more than words to earn your trust and business. Our calling is to love others; our excuse is to be your insurance agent.

As group insurance experts, we assist business owners in finding solutions to ensure their employees' health and protect themselves. Seniors appreciate our friendly demeanor and knowledge, simplifying finding the right Medicare plans and coverages. And we support Individuals and Families through every stage of life, giving them peace of mind that they are protected from unexpected life events.

We look forward to serving you, actively listening to your needs, and providing all the necessary information to make decisions you'll feel good about.

Simple. Personal. Reliable. Independent thinking just like you.

A leading woman-owned insurance agency in DFW since 1996.

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About Benefits Dallas

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Excellent

BenefitsDallas, Inc4.9

Based on 59 reviews

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Christopher K.

5 months ago

BenefitsDallas has been working with my law firm since before we opened our doors. Their tremendous expertise helped us navigate through the regulatory maze and kept us from stepping in any traps from the start. The team has continued to support us with each new employee with great attitudes and prompt action. Choosing BenefitsDallas as our benefits broker has enabled us to take care of our employees with minimal HR headaches.

Joyce C.

10 months ago

Luke Edmondson was so patient and helpful. We were on phone for 3 hrs. He helped me solve my problem. Couldn’t have done it without him

Response from the owner:Thank you so much for your kind words, Joyce! We're thrilled to hear that Luke was able to support you so thoroughly and patiently. Three hours is a long time, and it speaks volumes about his dedication to helping our clients. We’re so glad he could help you resolve your issue — we’ll be sure to pass along your appreciation to him. If you ever need anything else, we’re just a phone call away!

Robert U.

11 months ago

Very courteous and professional staff, always takes care of any insurance needs we have. Highly recommend them!

Response from the owner:Thank you so much, Robert! We truly appreciate your recommendation and your continued trust in us. It’s our goal to provide courteous, professional service and make sure all your health insurance needs are taken care of with ease. We're grateful to have you as part of our community and are always here whenever you need us!

Howard M.

1 year ago

Pat, was incredibly helpful in helping us navigate the transition from a COBRA plan from our prior company to the right Medicare plan for us that aligned with our needs. Highly recommend!

Response from the owner:Hi Howard, thank you for the recommendation. Pat is fantastic and we're so happy she was able to assist you with this important transition. We appreciate your partnership.

Angela H.

1 year ago

Excellent service. Pat was fantastic at explaining things and kept us up to date every step of the way. Very professional. Highly recommend.

Response from the owner:Hi Angela! Thank you so much for the wonderful recommendation! We're excited about the opportunity to serve you for many years to come. Your support means a lot to us!

Michael M.

1 year ago

Benefits Dallas has been great. Both Joanne and Pat have been very informative and helpful. They helped me thru the Medicare and additional insurance process.

Response from the owner:Michael, we're so happy to hear that you had a fantastic and informative experience with us. JoAnn and Pat are amazing Medicare experts, and they truly love helping our clients. Thank you for choosing us!

Sherrie H.

1 year ago

Pat was very helpful researching and finding the right insurance for me. SH

Response from the owner:Sherrie, so excited that we were able to find the perfect insurance for you and even more excited that our "Rockstar" Pat was able to guide you through the process. Thank you for being a valued client.

Barb S.

1 year ago

They were compassionate, caring and responsive, and helped me find the right insurance for myself and my husband who has Alzheimer's. I highly recommend.

Response from the owner:Barb, thank you for choosing us. We're so honored that we were able to help you and your husband find the right insurance. Thank you so much for the recommendation.

Joe K.

1 year ago

Pat does a superb job. The customer service is top notch!

Response from the owner:Thank you, Joe! We're so happy you received outstanding customer service! We look forward to serving you for many years to come.

Dan D.

2 years ago

I needed to evaluate my options to determine if I should make a change with my Medicare supplement plan F. Pat and her team at Benefits Dallas were super helpful. Great service -- all the way around!

Response from the owner:Thank you, Dan! We love hearing how Pat and our team assisted with your Medicare supplement Plan F. We're always here to help guide you with these important decisions. We look forward to serving you for many years to come. Happy Holidays!!!

annette H.

2 years ago

Response from the owner:Thank you, Annette! We look forward to serving you for many years to come!

Sabra G.

2 years ago

This phenomenal group of benefits experts walked me through a fairly complicated health benefits transition by traversing the health insurance marketplace for me and weighing out options within the big insurace carriers. They are professional yet real and their immense level of knowledge allowed me to make a confident decision, despite the complexities. Ask for Jenny Freeborn or JoAnn Charron.

Response from the owner:We loved hearing how we could help you find coverage under the Marketplace and are thankful that Jenny & Jo Ann could be a big part of making you feel confident about your decision for health insurance! Appreciate you!

Leslie R.

2 years ago

Pat P was incredibly helpful in navigating the bureaucracy of Medicare. She was thoughtful and knowledgeable throughout the whole process. I don't know what I would have done without her!

Response from the owner:Great to hear that Pat deserves a "pat on the back!" We are thankful to hear she was thoughtful and knowledgeable, and we agree that she's a tremendous asset to our all-star Medicare team!

Daniel J. H.

2 years ago

Like the rest of the BenefitsDallas team, Pat took great care of me as I sought out and transitioned to a new insurance plan. Highly recommended!

Response from the owner:Thank you, Daniel! We often talk around the office about what a privilege it is to take care of people. We are glad to see that Pat lived that out, and we look forward to serving you for many years!

Dru M.

2 years ago

BenefitsDallas has absolutely given us the best service over many years! They take the time and trouble to find my husband and I the best insurance possible and it saved us when he had to have 2 major surgeries recently and was in ICU for over 20 days. Thank you to the wonderful team at BenefitsDallas!

Response from the owner:As we go through life, there will undoubtedly be hiccups, and it is always comforting to know that someone will do what they can to help. As a company, we know there are two ways we can definitely help people: by giving of our time and doing our best to service them. We are thankful that when the time came when you needed your insurance, it was in place and hopefully provided peace of mind. We value both of you!

Jerome W.

2 years ago

Exceptional experience. They were happy to explain the hellish complications of Medicare, and when deadline complications came up (because of Social Security, NOT their fault at all), Pat and the rest of the team pitched in with a last-minute blitz that made everything work. A lifesaver.

Response from the owner:Jerome, we daresay we can't wordsmith as well as you, but love the way you so vividly described the confluence of unforeseen events that provided an opportunity to work together to get things sorted! We will make sure to pass along your kind words to Pat and thank you again for the privilege of serving you!

Joanne V.

2 years ago

We have been very happy using Benefits Dallas as our agent for our Medicare and supplement. Nerya is our agent and has been extremely professional and helpful with replacing our supplemental coverage for Medicare. She is extremely efficient and continually followed with us. Thank you Nerya for all your help.

Response from the owner:Joanne we are thrilled to hear that you've been "very happy using BenefitsDallas" to help you get your Medicare supplement! We are also glad that one of our Medicare team members was both professional and helpful! We look forward to serving you and your husband for many more years! Thank you for making time to leave a review!

Ken G.

2 years ago

I can't say enough about Pat. She took me from beginning to end, evaluating many different carriers, patient in her explanation of the different parts of Medicare and helping find the best plan for me going into the Medicare world. Benefits Dallas is an independent agency and thus is able to research objectively for the best fit for each independent needs. I highly recommend working with Benefits Dallas and specifically with Pat A++ Pat, Thank you very much.

Response from the owner:Ken, Pat loves your sense of humor, and talking to you made her smile! Your experience describes precisely what we want to be as an independent agency. We know you can choose anyone to help you with a Medicare plan, so our focus is education, helpfulness, and independent thinking—a kind word from clients like you goes much further than any advertising. Thank you for allowing us to serve you!

Tammie L.

2 years ago

Good experience. When I hit a glitch, Pat Puente was right there to help and make everything alright. I would highly recommend this business to anyone that needs a medicare supplement. Tammie Lee

Bob S.

2 years ago

Team Benefits of Dallas is amazing! They worked hard to bring us the best Medicare options with patient, kind, and thoughtful advice. They never tired in answering our questions in a timely manner. We did check with other brokers and continually JoAnn, Luke and Pat consistently offered the best and most accurate information. Enrolling in Medicare can be a challenge, so choose to get the help of the team at Benefits of Dallas. We fully trust them and would highly recommend doing business with them.

Lindy B.

2 years ago

Exceptional service and exceptional attention to detail. Pat in particular made everything seamless and easy. I am very satisfied and confident in my new coverage and working with Benefits Dallas has made that possible.

Response from the owner:Lindy, when your name was brought up, the team immediately said, "She knows what she wants!" Because you are so well-versed, it made it easy for you to be decisive and prompt to reply which is a beautiful gift because it helps us know how to serve you and best meet your needs. We appreciate you and look forward to many more years together!

Robert S.

2 years ago

Benefits Dallas made it possible for me to get a new Medicare Supplement policy in spite of multiple rejections from companies. I am grateful to have their help which saves me over $150.00 per month in premiums.

Response from the owner:Robert, when we spoke with Nerya, she gushed about how you have a great sense of humor, are well-researched, easy to work with, and patient with the process! Thank you for your demeanor, and we are also grateful that through everyone's patience & persistence, we could help you find a good fit for your policy.

Maureen W.

2 years ago

Excellent review of all my options and very knowledgable staff. Would recommend highly!

Response from the owner:Maureen, everyone (Pat, Nerya & Noemi) enjoyed working with you! Not only did they think you were super friendly, but they also appreciated how ahead of the game you were to get everything sorted ahead of time! Sure, there are times that we can work under the pressure of a deadline to help someone, but not having to do so is a gift for everyone! Thank you for making the process easy on everyone, including us!

Renee

2 years ago

Excellent team and I feel confident they put my needs and interests first.

Response from the owner:Thank you so much, Renee! We checked in with Nerya, and she mentioned how much she appreciates your quick responsiveness! We also love that you felt we put your needs and interests first. Within our staff meetings, we regularly discuss the importance of understanding and meeting our client's needs as our primary focus. We are always thankful to see it being lived out. We look forward to serving you for many more years!

Cynthia B.

2 years ago

JoAnn and her brilliant staff have been helping me with my Medicare supplement and drug insurance since 2014. Her staff are always knowledgeable and willing to guide me through the processes. I am very please that I answered a mailer from Benefits Dallas.

Response from the owner:We love the relationship we've built over the past decade! Not only are you fun, Cynthia, but you are also so easy to work with. We appreciate your heart and attitude! That mailer is a classic and speaks to one of our specialties, women helping women! Jo Ann will never change it because people will hold onto it for years, waiting to turn 65! Thank you for putting your trust in us!

Bottom line: You'll enjoy the personal attention that comes from a local insurance agency.

Our clients say that Benefits Dallas is more than an insurance agency. They call us their "trusted advisors, licensed experts, and personal advocates." When you choose a local insurance broker, we shop the market to find the right mix of coverage and price while saving you time and money. Plus, as your business grows or your family changes, we'll help review your coverage so you have peace of mind.

We can help you protect yourself, your family or your business.

Sometimes it's hard to evaluate if you are over or UNDERINSURED Or if your getting the best value with your current provider.

GET A FREE QUOTE

We're by your side.

Decision making.

We'll listen, guide, and recommend.

We're here if you have questions, problems or claims, our staff will make sure you are taken care of like family.

Once you make your informed choices, we give you a white glove service handling all of the enrolling, processing, and verification.

We provide tailored solutions not cookie cutter benefits for your unique situation.

Give us a call at 214-340-0115, start a chat or fill out a form to get started.

Our insurance clients say:

BenefitsDallas is dedicated to the industry and their clients. Specifically, because of Jo Ann’s credentials and her knowledge of current laws affecting our employees’ benefits, we rely on her expert guidance. The services BenefitsDallas provides are invaluable to us.

All clear. And Hallelujah!!!

My big thanks to you and Jo Ann for your great guidance, and for the immediacy of your responses to my many questions. You’ve both made this potentially difficult and confusing process completely navigable.

Jo Ann and her staff were absolutely very knowledgeable and helpful in getting us through the maze of questions, options, and requirements in signing up with Medicare. We highly recommend them.

— Lola Cachard

— Jonathan Joselove

— Michelle Black

Dallas - Texas

Frisco - Texas

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