Jason Probe, PresidentLed by President, Jason Probe, and CEO, Kelly White, the Navigate team is comprised of technical analysts, client service representatives, both marketing and sales professionals, and an in-house HR specialist; each contributing their expertise to craft comprehensive benefits plans. As a team, they ensure that every plan resonates with the unique needs of the organization and stays compliant with industry standards, optimizing compensation programs for employee attraction and retention.

Supported by three decades of experience and unmatched expertise, Navigate Benefit Solutions has garnered significant client appreciation. The firm has successfully helped over 350 clients across various industries, including oil & gas, energy, manufacturing, distribution, and non-profits. In one instance, they successfully assisted a client burdened with unreasonable pooling charges—a detail often overlooked when focusing on rates. The charges exceeded 30 percent and hadn’t been negotiated for around 10 years. Navigate Benefit Solutions stepped in and helped the client by securing pooling charges at 5 percent. The team’s technical expertise was instrumental in drastically reducing costs without compromising employee benefits plans. By introducing clients with innovative tools and processes, they remain an industry leader in delivering value-based solutions that enhance employee well-being and engagement.
A Game-Changer in the Benefits World
Navigate Benefit Solutions stands out as a game-changer in the employee benefits landscape. From preferred pricing arrangements and contracts with all the nation’s major insurance carriers, to strong internal processes, their strategies are designed to maximize value without compromising quality. For example, its preferred pricing carriers give Navigate clients buying power. A smaller group will get the same pricing as a group that is 100 employees. However, unlike many insurance consulting firms, they operate without biases; using their expertise to provide impartial advice on which carriers may be the best fit- ensuring that each client receives a benefit plan thoroughly tailored to their specific needs.
Delivering elite employee experience is our top priority
“The benefit plans are designed for the employees, so we encourage employee feedback to help mold the plan into something employees had some part in helping to develop,,” says Probe.
The team’s approach begins with a thorough understanding of each organization’s liabilities, risks, and opportunities. They assess critical factors such as current benefit plans, rates and budgets, employee turnover, and engagement, then craft solutions that address these aspects comprehensively. Additionally, by providing extra features after the benefits have been implemented such as benchmarking reports, crafting employee surveys for employer use, in-house renewal analysis, data-driven renewal negotiations, and educational sessions with plan administrators and employees, they further establish that plans are well received and sustainably effective.
The Three Cs: Clarity, Conscientious and Care
Prioritizing employee well-being, Navigate Benefit Solutions specializes in a range of enhancements focused on mental health, such as Employee and Family Assistance Plan (EFAP), health and wellness spending accounts (HSA/WSA), and virtual healthcare (VHC). These offerings provide employees with flexible and accessible mental well-being options, allowing them to choose the care options that best suit their needs. The firm’s commitment to mental health is further exemplified through their innovative development and partnership with ConnectedCare.
Knowing that early access to mental health resources can lead 80 percent of youth to address issues, prevent addiction, and lead normal productive lives, ConnectedCare is a comprehensive initiative that was developed alongside Kidsport to address the growing suicide rates and mental health needs among children and youth. ConnectedCare provides youth with affordable access to mental health consulting services and resources. The program includes 24/7 counseling, unlimited sessions with qualified psychologists to ensure consistent and effective support. Navigate’s dedication to mental health support shows how efforts can extend beyond just the workplace and into the community.
The Navigate team prioritizes community outreach through support for non-profit organizations, participation in charity events, and volunteer work. Navigate’s team members are actively involved in various initiatives, including animal welfare, sports coaching, and youth programs.
Trajectory to Excellence: Technology Advancements and Community Outreach
To stay ahead of the curve, Navigate Benefit Solutions prioritizes constant enhancement by investing in a culture of innovation. The firm is committed to leveraging the latest technology to streamline benefit management and enhance the overall client experience. Currently, they are partnering to develop an advanced benefit platform that offers real-time capabilities and integrates seamlessly with payroll systems. This cutting-edge technology allows for more efficient management of benefits, reducing administrative burdens and improving accuracy. By providing these tools, employers can be assured that new solutions that can contribute to the success of their benefit program are presented to them, empowering business owners to drive their workforce forward through healthy and productive employees.
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The benefit plans are designed for the employees, so we encourage employee feedback to help mold the plan into something employees had some part in helping to develop
Beyond technological advancements, Navigate Benefit Solutions offers executive benefits solutions and tax strategies for companies seeking services that go beyond traditional benefit management. These tailored solutions help companies optimize their compensation packages and attract top talent. The firm’s HR specialist crafts policies for corporate handbooks and employment contracts and provides consulting services to protect clients from risks and liabilities associated with benefits and retirement programs.
“Delivering elite employee experience is our top priority. When an employee knows their employer has all their risks and liabilities covered by good benefits or a group retirement plan, they are more interested in joining the company and more likely to stay for a long time,” says Jason Probe, President.
Navigate Benefit Solutions is the gateway for organizations to boost talent attraction and retention, creating a thriving and productive work environment.

