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Who We Are

Concierge Benefit Services and Concierge Administrative Services has built a foundation on two valuable principles: Honesty and Integrity. Our faith and values stem from the Golden Rule: “Do unto others as you would want them to do unto you.” You can count on us to lead by example, be excellent stewards of your bottom line and to make your life less complicated. We are committed to giving you a first-class experience in everything that we do and providing exceptional and personalized service to each of our clients that is second to no one.

We understand the complexities of healthcare and benefits. We are constantly evaluating our solutions based on the current healthcare and benefits landscape which keeps us focused on what new, innovative concept or product could be better for you. By partnering with us, we will deliver a better benefits plan than you can get anywhere else.

What We Do

Concierge was formed in 2014 with the sole focus of offering client-centered solutions often an out-of-the-box approach.  We take great pride in servicing our clients, members, and insurance carriers.  We strive to develop strong relationships along the way.  Our flexibility is really what we are best known for and what our reputation has been built upon.

We understand that administration isn’t always the easiest thing to deal with, so we put ourselves in your shoes.  That is why being creative and having a “one-off” isn’t scary to us but quite the opposite.  Bringing innovative solutions for your benefits could set you apart in the marketplace and we understand that.  So being different is our key to having success with clients and our insurance partners.

Who We Are

Our employees are among the best in the industry, differentiated by an unparalleled work ethic, an unwavering commitment to our clients and most of all, the highest of moral and ethical standards. We believe that there is a balance between work, family and community…and that balance is essential in sustaining good health, well being and ultimately, to an excellent work environment. As such, we encourage our employees to get involved and be a positive and uplifting influence in their homes and community so that they will be the best at offering our clients superior customer support and service. We are forever thankful to our employees for their attitude and great service!

Our Mission

We are the change catalyst to the insurance industry. With the advancements and conveniences of technology, packaged with our considerable expertise, our “Defined Purpose” is to completely change the insurance and healthcare marketplace for consumers. Our goal is to be recognized as the national leader in the development and administration of innovative, cutting edge insurance programs and services for associations, affinity groups, employers, financial institutions and select special risk clients.


Our clients come from multiple industries and economic backgrounds. We are positioned to provide excellent custom designed benefits and services to employers, associations, banks and credit unions of all sizes. No matter the size of the organization, we deliver experience and results with the goal of exceeding your expectations. We recognize that each client has unique needs and as such, we work with multiple vendors so that we can be focused on providing the best solutions to our clients versus fitting the proverbial “square peg into the round hole”.

A key difference in a relationship with us is our philosophy and approach to your business. We recognize that you have unique needs and we listen to your goals and concerns. By gathering the appropriate information which provides us the ability to design a benefits plan that is customized for you. We have strong relationships with the nation’s most trusted insurance carriers and with our own in house third-party administration (CAS), we can truly bring you the most customized solutions available.


Third-Party Administrator
Concierge Administrative Services is a full-service Third-Party Administrator with state-of-the-art technology. Our goal is that you receive unequaled service and benefits. Because we provide turnkey administration service for our clients, the services available to you are more efficient and cost effective. Our flexibility in systems and process enable us to put our clients’ needs first and it also allows us to properly and accurately respond to any situation which may arise. We are committed to exceeding our customers’ standards in service.

Concierge Administrative Services is recognized as one of the nation’s premier industry leaders in health risk management, third-party administration of self-funded health benefit plans for employer groups of all sizes and customized services designed to meet your unique needs. Our technical competencies span all analytical, actuarial and experiential areas relating to health plan benefit design, implementation and option. Our unequaled combination of systems and resources allow for innovative, affordable and comprehensive business solutions. By identifying plan benefit improvements, as well as incorporating proprietary solutions designed to better drive utilization away from your primary health plan, we take a very different approach to “cost containment”.

We provide administrative services in areas such as:
Full TPA Services
Claims adjudication
Plan Documents (PD)
Summary of Benefits and Coverages (SBC)
Explanation of Benefits (EOB)
Self-funded Plan development
Custom plans design
Flexible Spending Arrangements (FSA/Flex)
Debit cards for FSA
COBRA administration
Minimum Essential Coverage Plans
Self-funded and Fully Insured
Reference Based Pricing
Stop loss placement
Eligibility Maintenance
Medical Bill Negotiations

As a strategically built organization, our companies design balanced, holistic solutions to create stronger health and wellbeing for the individuals, employers and organizations we serve.

Other Services

Concierge Benefit Services facilitates many opportunities with innovation always in mind. Most groups focus on the norm in this industry, yet when you work with us, we are designing the products around you all while making your opportunity unique. At CBS, we feel that making you stand out is our top priority.

So, if you need customized insurance or non-insurance products to be built to better serve your members, then let us know.

We provide services in these areas:
Legal Concierge
Identity Theft
Medical Bill Negotiation
Patient Advocacy
Group Term
Prescription Discount and Copay Programs
Hearing Loss Program
Limited Medical Plans
Hospitalization: In-patient & Out-patient
Emergency Room Visits
Labs & Diagnostic
Wellness & Doctor Reimbursements


A very unique part of our business model is working with brokers. The founding partners have all had experience in both sides of the insurance industry, we have all worn the broker shoes before. We understand that service to your client is the upmost important part of your business. We also understand that trust and respect is earned, it’s not a given. Mutually beneficial relationships are what we desire and have built our found on over the years.

You know the saying, “If you don’t service your clients, someone else will”. We take that to heart and understand, if we don’t take care of you and your client, then you will find someone else that will. Pretty simple!

By you partnering with us, we can facilitate many opportunities. So, if you need help with healthcare, limited medical plans, non-insurance programs, etc., we are your place, Just Consider It Done!

Meet The Team

Duane R. Bartelt, is a Partner at Concierge Benefit Services and Concierge Administrative Services. At CBS and CAS, his focus is in Information Technology oversight and Vendor Administration.

Prior to starting CBS and CAS, Duane was a partner of a national insurance brokerage company for 16 years that focuses on helping insurance agents and financial advisors provide the best insurance solutions for their clients. Duane was a Senior Regional Director for an automotive software company, a Marketing Director for a top Inc. 500 company and a featured speaker and trainer for personal growth and sales development seminars nationwide.

Duane is also involved in many charitable organizations such as Nebraska Children’s Home Society and Wounded Warriors Family Support, to name a few. Duane is a member of the Iowa State University Alumni Association. He is an avid classic car enthusiast and is a founder of Cars and Coffee Omaha. Duane is married to Jennifer and they have two children: Carson and Ava.

Chris Loyd is a Partner of Concierge Benefit Services and Concierge Administrative Services. At CBS and CAS, his focus is in business development, affiliate relations and client services. Chris has specialized in Financial, Estate and Business planning for high net worth clients for over 20 years. He is also licensed in Property & Casualty, Life & Health and has his securities licenses with SagePoint Financial Advisors.

Chris has 20 years of insurance industry experience. His unique approach to this business has positioned him to be extremely well versed in multiple insurance and financial services markets and solutions. Chris brings a significant breadth of knowledge to the table for any organization who is looking for a different perspective. Few people in the insurance industry have experience in as many markets, let alone have successful experience like he has had.

Chris is an active member in his community. He has coached football, basketball and baseball for over 15 years and is active in various youth clubs, which raises money for youth football and basketball scholarships and equipment. Over the years, Chris has served on several non-profit boards raising funds for various children organizations within his community. Chris also serves in a local ministry through his church and active with local faith based organizations focused on the youth in and around the community. Chris is married to Lorie and they have five children.

Jason Hopkins, CSFS is a Partner at Concierge Benefit Services and Concierge Administrative Services. At CBS and CAS, his focus is in claims administration, business development, product design and client service administration. Jason also owns Hopkins Consulting.

Prior to joining CBS, Jason served as the President of MAA/BMI-HealthPlans. MAA/BMI-HealthPlans is a Third Party Administrator specializing in group employee benefit plan administration. Jason had also served as President of HealthReview LLC, a Utilization Review and Case Management company. HealthReview offers certified case management by registered nurses to employee groups of all sizes. Committed to continuing education, Jason has earned the Designation of a Certified Self-Funded Specialist (CSFS) through Health Care Administrators of America.

Jason is an active member of several industry related organizations, such as the Society of Professional Benefits Administrators and the National Association of Health Underwriters, as well as others. In 2014, Jason had the distinction of graduating from Leadership Oklahoma, a statewide program of selected leaders exploring the needs, issues, and opportunities within the state. Jason also serves on both public and private boards which currently includes the Bartlesville Area Chamber of Commerce Board, Visitors Inc., Convention and Visitors Bureau Board, Bartlesville Community Foundation Board, Tri County Technology Center Foundation Board, Church and Ministry organizations boards, and Fellowship of Christian Athletes. Jason is a member of the Texas Tech University Alumni Association and National Youth Sports Coaches Association. Jason is married to Stacy and they have two children: Faith and Taton.

Contact Us

(877) 454-1440
E-mail: sales@cbscas.com


Concierge Administrative Services
1117 W. 5th, Suite 100
Bartlesville, OK 74003

CAS Claims address:
PO Box 4070
Bartlesville, OK 74006
E-mail: claims@cbscas.com