Mercury
Advisors

Savings & Efficiency

Optimize Costs. Drive Efficiency. Protect Your Bottom Line

We partner with established providers to bring you insurance and benefit programs that genuinely reduce costs for employers. Explore our Specialty Products to see how we can enhance your employee offerings while cutting unnecessary expenses.

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Specialty products

We partner with you to identify untapped market opportunities. From creating campaigns and optimizing your marketing funnel. From refining your brand message to implementing lead nurturing strategies, our focus is on measurable impact and long-term growth.

  • Comprehensive Marketing Strategy
  • Lead Generation & Conversion Optimization
  • Brand Positioning & Messaging
  • Ongoing Performance Tracking & Analysis

Profit optimization

Our cost-saving solutions leverage Capstone Health's concierge-style program to provide your employees with a seamless healthcare experience—while you save on unnecessary insurance expenses.

  • Predictive Health Risk Stratification & Forecasting
  • Personalized Preventive Care Navigation
  • Data-Driven Engagement & Outreach Campaigns
  • ROI-Focused Performance Reporting & Insights

Over 15 years of experience

Don't just take our word for it

Check out some of the many testimonials that our clients have given us. Our track record speaks for itself

ANS Title
Automatic USA
Clara Capital
Preline Equity
Clearwater Farm
JB Law Group
Sharestates
Restore Estates
Diamond Warranty

Testimonials

See what our customer say about us

When I think of Alex, the first two things that come to mind are his resilience and well-roundedness. After working with Alex for over 4 years, I can say that one of the things I am most impressed with is Alex's appetite for information- he is one of the only people I know that is constantly striving to learn more about his job, the people and the world around him!

Eric Burney

Eric Burney

CEO at Automatic USA

I had the pleasure of working alongside Alex for eight years, navigating the rollercoaster that is startup life. When we started, it was just a handful of us—Alex, me (Kevin), the CEO, and the founders—wearing multiple hats, figuring things out on the fly, and doing whatever it took to keep things moving. As the company grew past 100 employees, securing major investments and strategic partnerships, Alex remained the same reliable, creative, and resourceful team player.

Kevin Shane

Kevin Shane

President at K.O. Stogie Innovations

Alex Egan is one of the most dynamic individuals that I have ever worked with. In the year that I have known Alex, I have been consistently impressed with his skills in product marketing, strategy, data analytics and relationship management. He has a wealth of knowledge, and utilizes it to support growth and success in all of his doings. His thirst for learning is unparalleled, and his ability to apply his learnings and adapt and pivot, set him apart from the rest.

Scott Sullivan

Scott Sullivan

Financial expert

Let's work together

Don't just hit your goals. Overachieve them, every time!

Take the first step toward transforming your business. Our proven strategies for revenue growth and cost optimization deliver measurable results that impact your bottom line. Schedule a free consultation today.