Founded in 1984 under the banner of a large national financial services firm and another name, Campbell Petrie Inc. was purchased in 2015 by Bruce Petrie and Daniel Campbell, the firm’s long-time management team.

Campbell Petrie remains affiliated with a nationwide network of 155 employee benefit specialists with over 477 client service representatives and more than 103 offices coast to coast. We represent over 25,000 business clients nationally and regionally work with over 500 clients in New York, New Jersey Pennsylvania and Connecticut.

Whether you’re the CEO of a large company or the owner of a small family business, Campbell Petrie can identify innovative solutions for your employee benefit offerings.

Our sole mission is to help our clients attain the best possible products for employees by exhibiting integrity, competency and professionalism in the marketing, sales and service of employee benefit programs.

155
employee benefit specialists
477
client service representatives
103
offices coast to coast

Communication

Communication is the center of our business model at Campbell Petrie. We pride ourselves on being the broker that does not come in once a year, but is in constant contact with our clients whether the meetings are on the phone or in person. We communicate with our clients monthly at a minimum to ensure that customer services levels exceed expectations.

Whether you’re a large company or a small one, thousands of employees or only a few, we provide you with dedicated service and attention. When you call us, you’ll get in touch with a live person. We’re here to help you navigate the complexities and compliance issues so you can stay focused on your business.

Integrity

The Campbell Petrie team believes that the trust of our clients in the most important thing. We refuse to provide advice that will jeopardize our clients’ well being, take shortcuts or act unethically to solve a pending issue. We do things right the first time so that both our client and we can sleep at night.

Competency

Campbell Petrie only specializes in employee benefits. We do not “water down” our available sources and intellectual property by offering services such as property and casualty insurance or professional liability services. By focusing only on this area of discipline, we feel confident in our ability to bring our clients the best service and knowledge in the ever changing environment of state and federal regulations to employee benefits.

We’re not here to sell you a prepackaged plan or to fit your business into a neat box. We take a strategic approach with our clients and explore options that allow employers to provide the highest value employee benefits with funding options that make sense for you. Depending on your needs, risk tolerance, company culture and other factors, we design a benefits package that fits.

You’re already paying a broker. Are you getting the most out of what you’re spending?