Business Solutions, founded in 1999, is an independent brokerage and consulting firm located in Salem, Virginia. We started our business to fill a niche in the employee benefits marketplace. We level the playing field for employers by simplifying the complex world of health care, and delivering the same services to all clients regardless of size.
The costs and complexities of managed care products present challenges to large and small employers. Business Solutions’ mission is to assist employers and at the same time keep our educational and service standards up to speed in this fast paced and ever-changing business.
At Business Solutions, it’s not enough to call ourselves an insurance broker or human resources consultant. We are friends, counselors, confidants, crusaders and experts in our fields.
Our team can also be defined as:
Hands On Approach
Our philosophy has always been to approach things a bit differently than our competitors. From the very beginning, we set out to be everything that the big, out-of-town brokerage firms are not. No matter the size of your company, we look at your specific needs from every angle to find the best benefits packages available. We handle every problem and every phone call personally. And we do it all right here in southwest Virginia.
Becky’s insurance background began in 1969 as a claims processor for General Electric. In 1979 she became a practice manager with a local medical practice and moved on in 1984 as a marketing and service representative for Trigon Blue Cross Blue Shield. As a result of starting her own consulting and brokerage firm in 1989, Becky has worked with the nation’s largest insurance carriers and has been instrumental in developing solutions to employers’ most difficult and stressful problems.
Becky takes an active role in the community having served on the Board of Directors for Family Services of the Roanoke Valley, Salem-Roanoke County Chamber, Roanoke Symphony Orchestra, Mill Mountain Theatre, Bethany Hall, and Girls Rock Roanoke. She is a past member of The Salem Rotary Club and is an active member of National Association of Health Underwriters.
Phoebe spent 30 years in Atlanta, Georgia as a hardware and software industry professional — implementing new projects, directing teams of consultants and managing accounts for large corporations in the US and abroad. Her customer service experience is with large and small clients with a focus on problem resolution and customer satisfaction.
As a Medicare consultant Phoebe has extensive knowledge in senior products including Medicare Supplements and prescription drug plans. She can expertly guide you through the retiree maze of Medicare.
Contact Phoebe if you require assistance with your benefits or claims questions.
Lori began her career in 1989 as the Office Manager for a new, single doctor family practice near Smith Mountain Lake. The practice soon grew to two doctors and then expanded into a new building. In 1996 she moved on to the lead position in the Customer Service department for the Roanoke Regional office of John Deere Health Care. During her tenure with John Deere she also managed the local Provider Relations department and was the Small Group Representative for the Marketing Department where her career as a Benefits Specialist began.
Lori has been working as an independent Benefits Specialist since 2000 and fondly looks back across her past experiences as having provided her with a “well rounded education” when it comes to insurance and employee benefits. This education has proved to be an extremely valuable asset to her clients, but more importantly she enjoys working with her clients to service their needs and in developing a one on one relationships with them.
Lori is a member of the National Association of Health Underwriters. She enjoys volunteering and serving in her church has filled many leadership roles there, including Worship Team Chairperson and Pastor Search Committee Chairperson.
Drew is an active member in the National Association of Health Underwriters, Virginia Association of Health Underwriters, Salem-Roanoke County Chamber of Commerce Foundation Board, Roanoke Regional Chamber of Commerce, and the Roanoke-Blacksburg Technology Council.
Tracy joined Business Solutions in February of 2016. Tracy Hale is a 2002 graduate of Emory & Henry College holding a Bachelors degree in Communications. Tracy previously served at Virginia Lutheran Homes since July of 2006 as the Director of Human Resources, and has nearly 15 years of Human Resources experience. Prior to joining VLH, Tracy served as a Corporate & Retail Recruiter for SunTrust Bank, overseeing territories throughout SW Virginia and West Virginia. Tracy has served in multiple capacities on the Board for the Roanoke Valley Society for Human Resource Management, including President, and currently as the Marketing Chair. She has served as a member of the Salem-Roanoke Chamber of Commerce Foundation Board and as a co-chair for the Jill’s Buddy Camp Golf Tournament, raising funds to help partner high school students with children that are developmentally delayed. She is currently serving on the board for the Salem Roanoke County Food Pantry.
While serving as the Director of Human Resources at Virginia Lutheran Homes, Tracy specialized in employee engagement, retention, Workers Compensation, legal and regulatory compliance and, as a member of executive leadership, negotiated annual insurance premiums to ensure a manageable employee cost.
Wendy has recently joined the BSI team in the service department. She is a graduate of Virginia Tech with a degree in Finance. Since 2015 she has helped businesses comply with theAffordable Care Act by preparing 1095 forms. Prior to joining Business Solutions, she worked in human resources, benefits and software administration. She has also worked closely with the restaurant industry for many years in various roles such as administration, finance and sales.
Wendy has joined business solutions because she values their philosophy of a hands on approach to helping people with their benefits. Whether an individual or a company, Wendy is dedicated to finding the best solution for the situation. Contact Wendy with questions about the Affordable Care Act, insurance issues, denied claims or billing questions.
303 E. Burwell St. Salem, VA 24153