Success Stories

Lumity has been an outstanding partner and a true extension of our team. They bring deep technical expertise, clear and practical guidance, and a strong understanding of both the financial and employee experience aspects of benefits. Their team consistently delivers thoughtful, data-driven recommendations, proactively identifies risks and opportunities, and provides excellent tools that simplify complex processes. I especially value their ability to pivot quickly in times of need, their responsiveness at all levels, and their skill in negotiating renewals, keeping our costs well below industry averages. I would highly recommend Lumity to any organization looking for a strategic and reliable benefits partner.

Working with Lumity has made our benefits administration significantly more streamlined and easy to manage. From their extremely quick and thoughtful responses to their use of clear, digital benefits guides, they make open enrollment smooth and stress-free for both our team and our employees. During renewal season, Lumity consistently goes to bat for us, advocating on our behalf and helping ensure we're getting the best possible outcomes. We couldn't be happier with the partnership and truly enjoy working with Jon-Michael, who has been an exceptional and trusted partner throughout the process!

NobleAI has partnered with Lumity for the past two years, and their service has been consistently exceptional. They've helped us strengthen and streamline our benefit offerings, in addition to making a meaningful impact on our team's experience. I highly recommend them to any company looking for a reliable and knowledgeable benefits partner.

Working with Lumity has been one of the most valuable partnerships we've built at Prime Providers. Their team—especially Jon-Michael, Catherine, Angie, and Brya—has become an extension of our own, providing a level of expertise, responsiveness, and strategic support that is truly exceptional.

Lumity doesn't just administer benefits—they enable organizations to operate with confidence. Their command of compliance, ERISA requirements, regulatory reporting, and plan design has elevated our internal processes and strengthened our governance. Jon-Michael in particular has been a trusted advisor and an extraordinary resource. His depth of knowledge, practical guidance, and ability to anticipate our needs have supported us through every step of the employee lifecycle, from new-hire onboarding to complex benefits inquiries.

During open enrollment, Lumity acted as a fully embedded partner—driving communication, supporting employees directly, and ensuring a smooth, transparent experience for thousands of team members across multiple business lines. Their responsiveness is unmatched; employee questions are addressed quickly, clearly, and with care, which has significantly improved our service delivery and employee experience.

Perhaps most impressively, Lumity has been instrumental in our M&A integration work. They have supported us through due diligence, plan analysis, entity benefits mapping, and 401(k) and HSA/FSA implementation strategies. Their ability to understand our business architecture and adapt to the complexities of each acquisition has enabled us to integrate new teams with accuracy, speed, and compliance certainty.

Because of Lumity, our HR and Payroll functions operate with greater precision, our benefits administration is more efficient, and our compliance posture is stronger than ever. They are not just a vendor—they are a true ally in how we support, protect, and care for our employees.

I could not recommend Lumity more highly.

Lumity is hands down the best benefits broker I've worked with in my HR career. From day one, their team has been exceptionally responsive, reliable, and genuinely invested in our success and caring for our employees' wellbeing. 


During renewals, Lumity truly stands out. They make the process incredibly smooth—even in years when we've switched medical carriers. Their partnership with our Benefits Admin system has been a game changer for us. It allows us to delay final renewal decisions, leverage data, and negotiate much stronger terms, all while still turning around open enrollment quickly and completing the configuration for us on the backend. That flexibility has directly translated into better outcomes for our employees and significant cost savings—hundreds of thousands of dollars over my four years at the company. 


Throughout the year, Lumity is an extension of our small benefits team. They provide thoughtful guidance, proactive check-ins, and access to a wide range of additional services that go well beyond a traditional broker relationship. Whether it's strategic planning, cost and utilization insights, employee support, or compliance-related guidance, they consistently add value and help us make smarter benefits decisions. I'm not sure what we'd do without them! 


If you're an HR leader looking for a broker who combines top-tier service, strong carrier advocacy, and innovative tools that materially improve outcomes, Lumity is an easy recommendation.

Lumity has been a strong partner in helping us manage our benefits strategy with clarity and confidence. Their team has taken the time to build meaningful relationships with our People Operations team, going the extra mile in ensuring they understand our business, priorities, and employee population. They are consistently responsive, knowledgeable, and thoughtful in their approach. They have provided timely guidance and reliable execution we can depend on. When going to market, Lumity has demonstrated strong, strategic negotiation on our behalf, helping us secure competitive, well-structured benefit offerings. We truly value Lumity's partnership and commitment to delivering a high-quality experience for both our team and our employees.