By taking a proactive approach, we work to develop a long-term plan for your company to save money, as well as attract and retain the highest level workforce.

The key to a successful and sustainable employer-sponsored health plan is being proactive. Our innovative approach to strategic benefits planning can help evaluate your current needs, explore new opportunities, and identify goals for the future. We are dedicated to understanding what your organization is striving to accomplish: Our objective is to work with you to pinpoint your goals, and to develop an actionable plan to help you strategically achieve them.

Strategic Planning Elements include:

  • Cost Containment
  • Compliance
  • Technology and Administration
  • Communication and Member Education
  • Population Health Management

Strategic Planning support:

  • Plan analysis
  • Renewal planning
  • Claims review
  • Premium modelling
  • Alternate funding
    • Disruption analysis
    • Discount analysis
    • Network access
  • Actuarial services
  • Wellness initiatives
  • Onsite clinic
  • Telemedicine

Products and Services

Blue Print

Playbook Process

The key to a successful and sustainable employer-sponsored health and retirement plan is proactivity.

Financial Planning

Cost Containment

Health Care Costs Can Be Controlled – We Analyze a Wide Variety of Cost Containment Programs


Actuarial Services

Market-leading data to assess risk and protect your organization

Estate Planning

Data Analytics

Our data analytics team sets us apart from other agencies.

Investment Management

Funding Options

We Have the Experience and Resources to Help You Take Control of Your Healthcare Costs

Benchmarking Survey

Benefits Benchmarking Survey

Compare your benefits to other similar sized businesses in your area and industry