Our approach icon

Our Approach:
Clarity from Complexity

Our philosophy is simple: a successful benefits program is built on a foundation of clarity, strategy, and unwavering support. We demystify the complex world of insurance and compliance, transforming your benefits program from a confusing expense into a strategic asset.

The Evergreen Process:
A Proven Framework
for Success

Discover
We begin with a deep dive into your business. We listen to understand your goals, your company culture, your budget, and your greatest challenges. This isn’t a sales pitch; it’s a strategic consultation.

Strategize
Our team analyzes your data, benchmarks your current plans against the market, and builds a custom, multi-year benefits strategy. We present clear, data-driven options that control costs and align with your long-term vision.

Implement
We manage the entire implementation process, from skillful renewal negotiations with carriers to leveraging technology for a seamless and efficient open enrollment experience for your employees.

Support
Your partnership with Evergreen includes year-round, dedicated support from your named Client Care Team. We handle day-to-day employee issues, ensure ongoing compliance, and provide continuous education to maximize the value of your program.

Discover
We begin with a deep dive into your business. We listen to understand your goals, your company culture, your budget, and your greatest challenges. This isn’t a sales pitch; it’s a strategic consultation.

Strategize
Our team analyzes your data, benchmarks your current plans against the market, and builds a custom, multi-year benefits strategy. We present clear, data-driven options that control costs and align with your long-term vision.

Implement
We manage the entire implementation process, from skillful renewal negotiations with carriers to leveraging technology for a seamless and efficient open enrollment experience for your employees.

Support
Your partnership with Evergreen includes year-round, dedicated support from your named Client Care Team. We handle day-to-day employee issues, ensure ongoing compliance, and provide continuous education to maximize the value of your program.

Discover
We begin with a deep dive into your business. We listen to understand your goals, your company culture, your budget, and your greatest challenges. This isn’t a sales pitch; it’s a strategic consultation.

Strategize
Our team analyzes your data, benchmarks your current plans against the market, and builds a custom, multi-year benefits strategy. We present clear, data-driven options that control costs and align with your long-term vision.

Implement
We manage the entire implementation process, from skillful renewal negotiations with carriers to leveraging technology for a seamless and efficient open enrollment experience for your employees.

Support
Your partnership with Evergreen includes year-round, dedicated support from your named Client Care Team. We handle day-to-day employee issues, ensure ongoing compliance, and provide continuous education to maximize the value of your program.

Discover
We begin with a deep dive into your business. We listen to understand your goals, your company culture, your budget, and your greatest challenges. This isn’t a sales pitch; it’s a strategic consultation.

Strategize
Our team analyzes your data, benchmarks your current plans against the market, and builds a custom, multi-year benefits strategy. We present clear, data-driven options that control costs and align with your long-term vision.

Implement
We manage the entire implementation process, from skillful renewal negotiations with carriers to leveraging technology for a seamless and efficient open enrollment experience for your employees.

Support
Your partnership with Evergreen includes year-round, dedicated support from your named Client Care Team. We handle day-to-day employee issues, ensure ongoing compliance, and provide continuous education to maximize the value of your program.

Our commitment to you

Our Commitment to You

Our commitment goes beyond a renewal contract. We promise proactive communication, strategic advice, and a level of service that makes your life easier. We measure our success by your success by your ability to attract top talent, by the financial health of your business, and by the well-being of your team. Your success is our benchmark.

Results That Speak
for Themselves

"Evergreen is a true partner. Their team took the time to understand our unique challenges and built a strategy that saved us 12% on our renewal while improving our plan."

- CFO, Healthcare Organization

"The level of service is night and day compared to our old broker. Our dedicated Client Care Team is incredibly responsive and knowledgeable, and they make my job easier."

- HR Director, Tech Firm

"The compliance support alone is invaluable. Knowing we have an expert resource for ERISA and ACA gives us incredible peace of mind."

- CEO, Non-Profit Organization