WELCOME, UBA

YOUR HR TECH PRACTICE

Helping benefits agencies WIN & RETAIN
by mitigating risk and adding value.

MillsonJames becomes an extension of your agency when clients and prospects need help navigating payroll, HRIS/HCM, benefits administration, PEOs and the broader HR technology landscape.

You get fiercely objective, system-agnostic expertise and added capacity without building an internal technology practice.

FIERCELY OBJECTIVE | SYSTEM AGNOSTIC

UBA MEMBERS

TRY US

Have a client or prospect who needs HR technology help?
Bring us a real opportunity and see how we work.

UBA EXCLUSIVE

START WITH A
COMPLIMENTARY PROJECT

Try MillsonJames on a qualifying client or prospect opportunity and experience our process before making a larger commitment.

CLAIM MY COMPLIMENTARY PROJECT

UBA firms also receive preferred pricing on MillsonJames retainer fees.

WHAT OUR AGENCY PARTNERS SAY

“Working with Margaret has allowed our team to confidently engage in HR technology conversations without having to become experts in every platform ourselves.

She's an extension of our agency—helping us evaluate solutions, guide clients through complex decisions, and navigate implementations with confidence.

Her independent and objective expertise has been a tremendous value to both our team and our clients.”

Kirk Ashy

Managing Partner - Austin
Shepard & Walton Employee Benefits

HOW WE HELP

DISCOVERY + STRATEGY

Understand what the client actually needs before jumping to a solution.

EVALUATION + SELECTION

Objective support evaluating vendors, capabilities, pricing and fit.

IMPLEMENTATION OVERSIGHT

Help set the project up for success and check in at key milestones. Dedicated client-side PM support can be added when needed.

ESCALATION SUPPORT + THE “BAT PHONE”

When normal service channels aren't getting it done, we leverage strong vendor relationships to help escalate issues and find a path toward resolution.