Our Process

Plan Review – Active management review, commission disclosure, governance review, and benchmarking.

Engagement Planning – Employee surveys, plan review & provider sessions, and engagement planning.

Full Plan Evaluation – Revealing gaps, discussing objectives, and identifying opportunities.

Risk Assessment – Discussing risk management strategies, sharing risk-related material and planning for unprovoked situations.

Proactive and Reactive Strategy Building – Active review, implementation of strategies, and disclosing new trends in the benefits space.

Budget Analysis – Reviewing claims utilization and budgeting for improved benefit offerings based on claims experience data.

Delivery – Delivery of negotiated renewal, discussion of past claim utilization & trend, and review of overall employee benefits plan.

On-going Management – Discuss alternative pricing, review gaps, and understand where we could further support your organization.