Strategic Consulting

Strategic Benefits
Consulting That Controls
Costs and Drives Value

Stop the cycle of reactive, costly renewals. Our strategic consulting services transform your employee benefits program from an unpredictable expense into a powerful asset for attracting, retaining, and rewarding your top talent.

Who This Is For

This is for CFOs tired of seeing double-digit increases year after year, for CEOs who want to use their benefits program as a tool to attract and retain top talent, and for HR Leaders who need a proactive partner to help them plan for the future.

Our Strategic Consulting
Services Include:

We analyze your current plans against industry and geographic benchmarks to identify opportunities for improvement and savings.

We leverage our market expertise and carrier relationships to aggressively negotiate your renewals, ensuring you never leave money on the table.

We go beyond traditional, fully-insured plans, introducing innovative strategies like level-funding and self-funding that provide greater control and transparency.

We design and implement a suite of voluntary benefits (like dental, vision, life, and disability) that enhance your total rewards package at little to no cost to you.

We analyze your current plans against industry and geographic benchmarks to identify opportunities for improvement and savings.

We leverage our market expertise and carrier relationships to aggressively negotiate your renewals, ensuring you never leave money on the table.

We go beyond traditional, fully-insured plans, introducing innovative strategies like level-funding and self-funding that provide greater control and transparency.

We design and implement a suite of voluntary benefits (like dental, vision, life, and disability) that enhance your total rewards package at little to no cost to you.

We analyze your current plans against industry and geographic benchmarks to identify opportunities for improvement and savings.

We leverage our market expertise and carrier relationships to aggressively negotiate your renewals, ensuring you never leave money on the table.

We go beyond traditional, fully-insured plans, introducing innovative strategies like level-funding and self-funding that provide greater control and transparency.

We design and implement a suite of voluntary benefits (like dental, vision, life, and disability) that enhance your total rewards package at little to no cost to you.

We analyze your current plans against industry and geographic benchmarks to identify opportunities for improvement and savings.

We leverage our market expertise and carrier relationships to aggressively negotiate your renewals, ensuring you never leave money on the table.

We go beyond traditional, fully-insured plans, introducing innovative strategies like level-funding and self-funding that provide greater control and transparency.

We design and implement a suite of voluntary benefits (like dental, vision, life, and disability) that enhance your total rewards package at little to no cost to you.

Frequently Asked Questions

How is this different from what a normal broker does?

A traditional broker often focuses only on the annual renewal. We focus on building a multi-year strategy. We analyze data year-round, provide proactive advice, and act as a true consultant, not just a salesperson.

A level-funded plan is a type of self-funded plan that offers the cost-saving potential of traditional self-funding but with the financial predictability of a fully-insured plan. It’s an excellent option for healthy, mid-sized groups looking for more control.

Ready to Build Your
Long-Term Strategy?

Your benefits plan should be as forward-thinking as your business. Let’s build it together.