About M&G


(503) 297-1330

Montgomery & Graham Inc, How Do We Measure Up?

Does your current broker offer these services:



Insurance Market Access

M&G provides access to virtually all insurance and administration markets. We do a complete Market study and provide you all the benefit plan options and rates that are available to your company


We have a wealth of resources available to us through several association groups.

Strategic Planning

We will develop a customized strategic plan for you that defines objectives and outline the actions needed to accomplish those goals. Our services ensure an organized, comprehensive approach to fulfilling your benefits needs.

Premiere Service

We pride ourselves on the level of knowledge and service we bring to our clients. All of our clients are assigned a team of specialists dedicated to serving their needs. Each client accesses our team through a single point of contact, making working with us seamless and easy.

Renewal Process

M&G’s renewal process starts 120 days prior to your renewal date. We provide strategic benefit planning including alternative funding options such as HRA, HSA, and Gap Concepts


We use leading-edge technology to provide our customers with the latest data analysis, as well as legislative, communication and human resources administration tools.

Client Care

We have a dedicated client care department who can personally help you and all your employees with any issues that arise pertaining to their benefit plans.

Health Care Reform

Our agency offers up-to-date, easy-to-understand comprehensive health care reform information to help both employers and employees understand the law and its implications.

Legislative Briefs

Our exclusive Legislative Brief publication summarizes recent federal legislative developments in insurance and employee benefits, to help you understand laws including COBRA, HIPAA, FMLA, Medicare Part D and more.

Client Portal

All of our clients receive access to a personalized website. The site offers resources to help with plan administration, legislative compliance, employee communication and more!

Data Analysis

Using employee claims data from your carrier or TPA, we can analyze your data and help you discover how and where to adjust your plan design to save money. We can even model recommended changes to show you the potential savings with our Feasibility study.

Employee Communication

We can assist you with all phases of employee communication, from employee meetings to payroll stuffers to informative brochures about employee benefits and wellness. At no cost to you we help you customize an employee handbook compliant with all current laws.

Human Resources Tools

A powerful employee communication portal is available to you. This online tool helps you increase productivity, streamline processes, improve communication and save money for your Human Resources department.


When partnering with Montgomery & Graham, Inc., you gain access to professionals from all over the country through the Community section of your client portal. An answer to a problem you have is just an email away.

Plan Services (TPA)

Full COBRA Administration including management of required notices, premium collection, and eligibility. Alternative Funding services for HRA, HSA, and Gap plans. FSA plan administration and set up.

Property & Casualty

Free Analysis of Workers Injury Risk, Lawsuit Risk, Catastrophic Risk to your business
Free Determination of TCOR (Total Cost Of Risk) Paid by your Business
Free Report indicating Lowest Possible Cost of Workers Compensation Insurance
All Insurance Contracts & Bonds Required to legally do Business in the Northwest & World

Montgomery & Graham … Bringing you tomorrow’s insurance planning strategies today

Schedule a Consultation

Setup a free appointment to find out how you can start saving money using the latest insurance strategies today!

Employee Benefits
Property & Casualty
Indivdual Insurance
M&G Benefits resources offer you the lastest in insurance and health care complaincy. Stay up to date on the need to know news regarding employee benefits.

Insurance Industry Briefs

M&G Benefits resources offer you the lastest in insurance and health care complaincy. Stay up to date on the need to know news regarding employee benefits.

Health Care Reform: Workplace Wellness Program Incentives

This Brief provides an overview of the different types of workplace wellness programs and the Affordable Care Act’s rules on the incentives or rewards that can be offered under the programs.

Insurance planning and news for Portland OR, Salem OR, Gresham OR, Beaverton OR, Tigard OR, Milwaukie OR, Lake Oswego OR, Oregon City OR, Wilsonvile OR, Newberg OR, McMinnville OR, Woodburn OR, Vancouver WA

Health Care Consumerism - What You Need to Know

Use this piece to introduce the consumerism concept to employees. It gives a brief overview of health care consumerism and why employers are gravitating toward consumer-driven health plans in increasing numbers.

Work Comp Insights – Workers’ Compensation Insurance: An Overview

Workers’ compensation is an insurance coverage that pays benefits to workers injured on the job, including medical care, part of lost wages and permanent disability. Learn about this insurance coverage today.