The aim of our in-depth strategic planning process is to arrive at a comprehensive benefits program that addresses the needs of your employees within the financial parameters set by your company.

Our proven approach works

Initial assessment

Time spent upfront learning your company culture, plan objectives and plan performance shapes the strategic direction moving forward.

Network, PBM & stop loss

When working with new clients, we repeatedly find opportunities to save costs when evaluating current network, PMB and stop-loss choices. The savings can be significant without adversely impacting employees.

Plan design

When waste and inefficiency are identified in plan data, plan design changes alter member utilization without adversely affecting health outcomes.

Funding & contribution strategy

Using our benchmarking data, employers can learn if employee contribution levels are on par with industry competitors or need to be enhanced to improve hiring and retention objectives.

Transparency & education

Arming members with tools and information to make informed health decisions is critical to manage escalating costs.


A properly designed wellness program can improve health outcomes and help contain costs.

Plan performance

Our team will review monthly and quarterly reports to proactively forecast plan performance and recommend needed modifications.

What’s new for 2022?

The benefit of listening. We dedicate time to learn about our clients.

Let’s talk benefits and your plan performance.