What We Do

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We understand that our clients need more from their benefits consultants than just negotiating rates. We work alongside your team to design strategies that address your commitment to your employees’ lives and your culture.

Our Services

We focus on the details—your roadmap, your bottom line, and the well-being of your employees.

Core Benefits

Comprehensive health and welfare consulting by seasoned experts, focusing on long-term strategies tailored to your company’s needs. Our approach ensures that your benefits package remains competitive, sustainable, and a powerful talent magnet.

Life and Disability

Thorough contract and policy reviews and procurement to enhance benefits and generate savings. Our team streamlines processes, implements best practices, and ensures full compliance—delivering exceptional value and a superior employee experience.

Voluntary Benefits

Thoughtfully designed voluntary offerings that complement your core benefits and holistically support employee well-being. Our customized programs cater to the diverse needs of your workforce, enhancing their overall benefits experience.

Absence and FMLA

Scalable leave policies that adapt to legislative changes, align with company guidelines, and meet compliance standards. We provide ongoing communication and support to maintain up-to-date practices and promptly address any emerging issues.

Mergers and Acquisitions

Expert due diligence, cost analysis, and integration guidance for all types of M&A. From full-scale mergers to bolt-on acquisitions, we meticulously review and align all employee benefits, policies, and cost synergies.

How We Do It

Three-Year Roadmap: Long-term strategic plan designed to fit your needs and illuminate our path forward.

Benchmarking: Regular comparison analysis to ensure your benefits programs are competitive and relevant.

Financial Modeling and Reporting: Personalized underwriting forecasts based on utilization and performance prior to and at the time of renewal. 

Funding Arrangement Analysis: In-depth analysis and recommendations based on risk tolerance and claims history.

Budgeting: Comprehensive, up-to-date budgeting for all your health and welfare programs.

Benefits Technology: Ongoing benefits administration and technology support.

Pricing Negotiations: Analytical approach that guarantees the best price for your risk every time.

Annual Compliance: Diligent compliance team that ensures your benefits programs stay compliant year after year.

Employee Communication and Education: Communications that ensure your employees get the most out of your benefits programs.

Well-being: Customized well-being programs that enhance employee engagement and reduce absenteeism.

Have Questions?

We are here to help. We’re experts in walking with our clients one step at a time. Let’s help you start this journey.

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