Potomac Companies, Inc. - The employee benefits broker and group health insurance advisor in Rockville

Potomac Companies, Inc.

Helping employers manage the future cost of health care
15825 Shady Grove Road Suite 170
Rockville, MD 20850
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Verification Period: March 12, 2018 – March 12, 2019

Potomac Companies, Inc. is a Verified Member of SHRM Broker Finder and attests they are compliant in our standards for:
  • Licensing
  • Insurance
  • Transparency
  • Completeness and Accuracy
  • Security

Practice Areas

  • Executive Benefits
  • Group Health Insurance
  • Human Resources Solutions
  • Individual Health Insurance
  • Payroll
  • Retirement Plans
  • Voluntary Benefits
  • Medicare Supplements
  • Consumerism Solutions
  • Medicare Part D

Potomac Companies, Inc. Overview

We are a full-service employee benefits brokerage and consulting firm.

  • Controlling health care costs for lower middle market employers
  • Strategic and comprehensive integrated approach
  • Cutting-edge insurance products
  • Cost containment techniques
  • Human resource technology

Who we serve:

Potomac Companies has perfected our service model to include a robust mix of experience, creativity, and innovation, meeting the current needs of employers and helping to plan for future growth and ever-changing benefits requirements.

Our extensive client list is comprised of:

  • Government contractors
  • Professional services firms
  • Non-profits
  • Trade companies
  • Hospitality industry groups
  • Health care organizations
  • Financial institutions

Located just outside of Washington, DC, we have been ranked as one of the area’s top employee benefits brokers by the Washington Business Journal’s Book of Lists for over 10 years. We are one of only two partner firms in the Washington, DC area of the ProSential Group—a national employee benefits, human resources, payroll technology and services organization.

Our Areas of Expertise Include:

  • Healthcare cost control
  • Employee benefit brokerage & consulting
  • Client & employee advocacy
  • Human capital management solutions
  • Benefits plan compliance

Potomac Companies, Inc. Affiliations

Areas of Special Focus

  • Compliance
  • Employee Communications
  • Industry Conferences
  • Population Health and Wellness
  • Self Funded Plans
  • Supplemental Benefits
  • Technology

Areas Served by Potomac Companies, Inc.

  • Maryland
  • Delaware
  • District of Columbia
  • Pennsylvania
  • Virginia
  • West Virginia

Team at Potomac Companies, Inc.

In 1990 I started Potomac Companies, Inc. with the mission to make a difference in people's lives.

Joe Appelbaum

President/CEO & Founder

Steve brings over 20 years of experience helping families & employers in the small business market.

Steve Feldman

Executive Vice President, Small Business Unit

Awards and Recognition

  • 2016 Largest Insurance Brokers and Agents

    Largest Insurance Brokers and Agents

    May - 2016

    Washington Business Journal

  • 2017 Book of Lists, Top Ten Employee Benefits Brokers

    Book of Lists, Top Ten Employee Benefits Brokers

    December - 2017

    Washington Business Journal

Licensed In

Maryland: 2104704

Alabama: 0199707

Arizona: 1147393

California: 0c99813

Colorado: 180491

Connecticut: 984762

Delaware: 1006055

District of Columbia: 3040778

Florida: a007487

Georgia: 527150

Illinois: 1016146

Indiana: 382826

Iowa: 1016146

Kansas: 101646

Kentucky: 509588

Louisiana: 219900

Maine: prn268670

Massachusetts: 1079603

Michigan: 0769126

Minnesota: 40476935

Mississippi: 6413

Missouri: 8408609

Nebraska: 1016146

New Hampshire: 2342916

New Jersey: 8516126

New Mexico: 100015493

New York: la660570

North Carolina: 0001016146

Ohio: 1151534

Oklahoma: 999420

Oregon: 1016146

Pennsylvania: 404635

South Carolina: 375075

Tennessee: 2334038

Texas: 949643

Utah: 210542

Vermont: 3160050

Virginia: 133518

Washington: 158838

West Virginia: 428163

Wisconsin: 1016146

Potomac Companies, Inc. Verified Testimonials

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About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.

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