Because you deserve an industry expert in your corner.
Advisors
Advocates
Allies
We believe your advisor should relieve your workload, not add to it.
Navigating the costs and complexities of employee benefits can be a real headache for business leaders. At Navy & Sage, we dive deep into reporting to align your priorities with a valuable long-term plan. By taking the administrative load off your shoulders and providing top-notch service, our clients feel confident and supported, knowing they’ve made smart choices for their people and their budget.
Navy & Sage Benefits
Leading beside you with Strength and Wisdom
“Insurance often gets a bad rap, but we’re here to change that. We believe in doing what’s right and tenaciously advocating for our clients. We have great relationships with carriers, which helps make everything go smoothly and efficiently.”
– Corrie & Terri
Make Our Team Your Team
“ I don’t remember a time when we presented a renewal to a client without negotiating with the insurance carrier on the client’s behalf. Our values don’t allow us to settle for ‘good enough’.”
Terri Eriksen, B.B.A., CPHR
Owner, Employee Benefits Advisor
Meet Terri, a client satisfaction powerhouse. With her deep industry know-how, Terri easily handles complex renewals, ensuring clients get the best solutions without the stress.
Terri Eriksen, B.B.A., CPHR
Owner, Employee Benefits Advisor
As a team, we are in awe of Terri's ability to distill intricate carrier replies into clear recommendations. This empowers our clients, giving them the confidence to make informed decisions about implementing new plans or switching carriers.
Terri's expertise in HR and disability management, combined with her focus on efficiency, translates to big savings in time, money, and energy for clients. She is the kind of justice-oriented, strategic advocate anyone would want to have their back. We're so lucky to work alongside her.
Specialties
- Group Benefits Consulting
- Plan Design Management
- Cost-Management Solutions and Plan Sustainability
- Disability Management and Human Resources Consulting
- Employee Communication and Education Sessions
- Strategic Counsel
Side Notes
- Deep HR background with extensive WCB and Disability Management
- Saskatchewan roots, Okanagan heart.
- Terri’s perfect day off: Exploring an local winery, capped off with a visit to the beach
“Organizations and their decision makers deserve so much more than the industry standard. Often they don’t even realize they are getting bad service and questionable value. We’re here to turn that around.”
Corrie Omand-Brown, CHS
Owner, Employee Benefits Advisor
Meet Corrie, a driving force behind Navy & Sage’s exceptional client experiences. Whether helping clients navigate complex problems, handling denied claims, or providing insightful advice, Corrie’s go-above-and-beyond mantra and never-give-up attitude shine through in every interaction.
Corrie Omand-Brown, CHS
Owner, Employee Benefits Advisor
Clients often commend Corrie for making benefits management easy and understandable. Our team sees how her ability to clarify the complex and persistently advocate for clients fuels her reputation for knock-your-socks-off service and support. Her leadership inside and outside the office makes us proud to be on her team.
Specialties
- Group Benefits Consulting
- Plan Design Management
- Cost-Management Solutions and Plan Sustainability
- Employee Communication and Education Sessions
- Health and Wellness Strategies
- Employee Assistance Programs
- ASO and Special Funding Arrangements
- Report Analytics
- Benchmarking
- Strategic Counsel
Side Notes
- Extensive Benefits Background, including Disability Management, Return-to-Work Services, Health and Wellness, and Employee Assistance Programs
- Experienced with unique needs of Municipalities
- Previous Executive Director for a BIA (Business Improvement Area)
- Step Mom of two boys and avid outdoor adventurer on foot, bike or at the ball diamond
Dianna Syrnyk
Lead Client Service Specialist
Dianna is our team’s beacon of expertise and efficiency. With an unparalleled wealth of industry experience, she navigates even the most complex benefit challenges with ease. Dianna’s superpowers include her eagle eyes for spotting plan errors and her iron-clad memory, ensuring our clients receive top-notch service. Her dedication to getting things done efficiently and her lightning-fast response times make her a customer service superstar.
Clients trust Dianna’s unfailing, helpful support and expert guidance at every step. As her teammates, when we’re stumped for an answer, we know Dianna has it! We would not be half as strong as we are without this wise, wonderful woman working side by side with us.
Cailyn Hepburn
HR Coordinator & Client Support
Cailyn brings a contagious energy and enthusiasm to our team and we adore her for it. With a Post-Baccalaureate Diploma in Human Resources Management and an unwavering commitment to helping others succeed, Cailyn is our go-to HR Coordinator and client support champion.
Clients and teammates alike appreciate Cailyn’s attention to detail and her ability to learn and flex on the go. Beyond her HR expertise, she’s an innovative thinker who ensures projects are executed with precision and humanity. Clients benefit from Cailyn’s sound advice and proactive solutions. We see and respect her attentiveness to the needs and goals of everyone she interacts with – inside and outside the office.
When she’s not working to add value for our clients and our team, you’ll find her seeking year-round outdoor adventures. Cailyn, may you find as much fresh air as you bring to our team!
When you lack the support you need, it’s easy to feel overwhelmed and frustrated with your plan.
We want better for you.
Client Feedback & Testimonials
One of the best indicators of our ability to provide great service is our client feedback. We regularly request and receive feedback to ensure satisfaction regarding our services.
No one should feel frustrated with their benefits plan or advisor, especially the leader who chooses them.
We understand the responsibility you carry, which is why we partner with decision-makers like you to eliminate confusion and create a simple path to the right plan. So let’s start with a conversation. You can stop feeling frustrated and under-supported with what you have in place today. Instead, let’s design a cost-saving insurance plan that makes your employees feel seen, valued and protected.