As our company has grown and evolved over the past year, we thought it would be a good idea to reintroduce ourselves. This article shares who we are, our ethos and why you should choose us as your insurance partner.
Founded in 2017, we are a benefits consulting firm with a heartfelt mission: to restore humanity to insurance. Our team blends deep expertise with a refreshingly personal touch to help businesses design benefits programs that truly work for their clients.
Here’s what we offer.
Navy & Sage brings together four core service areas:
- Employee Benefits: Custom group benefits packages that support well-being and retention.
- Group Retirement: Tailored plan options including pension plans, RRSPs and tax-free savings accounts. These offerings align with diverse budgets and goals.
- Health & Wellness: Advisory services focused on holistic health strategies for workplace wellness.
- HR Consulting: Strategic guidance to optimize HR processes and enhance benefits delivery.
Our approach relies on simplifying the often overwhelming world of insurance. We help business leaders find clarity, alleviate anxiety, and empower them to make informed decisions that are both professional and personal.
Meet the team.
Navy & Sage’s team combines deep industry knowledge with genuinely caring, client-first instincts. Here’s a look at the faces behind the values:
Terri Eriksen, B.B.A., CPHR — Owner & Employee Benefits Advisor
Terri is the renewal powerhouse and is known to never settle for “good enough.” Her expertise in HR, disability management, and carrier negotiation means clients benefit from both optimal solutions and peace of mind. Known for translating complex responses into understandable, strategic recommendations, Terri helps save clients time, money, and stress. She brings Saskatchewan roots and an Okanagan heart.
Corrie Omand-Brown, CHS — Owner & Employee Benefits Advisor
Corrie is the relentless advocate behind every client win. From navigating denied claims to untangling benefits complexities, her clarity, persistence, and client-first ethos shine through. She brings deep experience in health and wellness strategies, municipal group needs, and disability management. When not championing clients, Corrie is an outdoor adventurer and devoted stepmom.
Dianna Syrnyk — Lead Client Service Specialist
Dianna is the team’s eagle-eyed expert. With impressive plan knowledge and impeccable attention to detail, she spots issues before they cost clients time or money. Her fast, reliable support keeps operations smooth and clients confident.
Cailyn Hepburn — HR Coordinator & Client Support
Cailyn brings vibrant energy and adaptability to every role. Equipped with a Post-Bacc in Human Resources Management, she delivers thoughtful project execution and proactive support. Her attention to detail and forward-thinking mindset elevate both client and team experiences. When she’s not brainstorming solutions, she’s likely exploring the trails around the Okanagan.
And introducing Laurie Bartley — Group Benefits Account Manager and Client Support
With her extensive background in financial services and her genuine passion for helping others, Laurie brings a wealth of knowledge, warmth, and energy to our work. Her client-first approach and dedication to creating meaningful connections align perfectly with our values.
Why clients choose Navy & Sage Benefits.
Now that you know more about us as a company, you may be wondering why you should work with us. Here are 3 reasons why clients have chosen us.
- Proven Expertise: Since 2017, Navy & Sage Benefits has built a reputation in Kelowna and beyond for delivering results-driven benefit solutions. We are licensed in Saskatchewan, Alberta and BC. We have clients all across the West Coast!
- Human-Centric Approach: Rather than overwhelming clients with jargon, the team simplifies complex options and treats clients as people, not policy numbers.
- Tailored Solutions: From HR solutions to comprehensive benefits, our offerings are customized to meet unique needs and budgets.
Don’t take our word for it.
Here’s what some of our clients have to say about partnering with us.
“We have been working with Navy & Sage Benefits for over five years now and are very happy with the high-level service and support we are receiving. Terri is a knowledgeable Advisor and has provided support with policy creation, hosting employee meetings (including a wellness challenge), and skillful negotiations with our insurance carrier.”
“Our Organization’s Finance & Payroll departments give Navy & Sage 10 out of 10 as our benefit provider broker plus plus! They keep exceeding our expectations, and this was one of the best decisions I made in 2018.”
“I have been working with Corrie for over seven years now through my employer, and I highly recommend her. She is passionate, knowledgeable and customer-oriented.”
Ready for us to help?
After learning about the people behind the company, we hope you feel ready to reach out to us! We would love to help you transform your company in ways you didn’t realize a benefits company could do. Give us a call, send us an email or fill out the contact form below, and we will get back to you shortly. Remember, it all starts with a call!
