Our Power and Expertise:

We assist in attracting and retaining the BEST! What do good candidates look for in an employer? What do employees need to stay long-term? How can you exceed their expectations? One piece to the employee recruitment and retention puzzle is a strong group benefits program. We can help.

Beyond the typical insurance solutions we differentiate as a single source by:

• Identifying cost initiatives
• Plan design
• Directing initiatives in HR and Wellness
• Budget forecasts
• Benchmarking
• Procuring actuarial analysis
• Conducting renewal analysis
• Analyzing funding mechanisms
• Suggesting employee contribution strategies
• Reviewing plan contract
• Conducting employee education meetings
• Assisting in legislative compliance (HIPAA, COBRA)

Our Value Proposition:
We seek the right relationship upfront by joining together in an open dialog to identify areas of opportunities and concerns to strengthen the capabilities of your company, enhance your business culture…in essence…to fundamentally add real value and clarity to your bottom line.

Our Ideal Client:
Our ideal client is an all around right fit.  The relationship is demonstrated through mutual respect and by people who
enjoy the gratification of working with each other.

Common threads amongst our client companies include their tendency to be entrepreneurial, private, and often family-held.  They are small to medium in size, employing up to 2,500, with revenues from approximately $1-200 million.  Many have international capabilities, as do we.

One of the most important denominators is that the principal(s) supports our activities, contributes leadership and direction, and appreciates knowing the progress.  Communication is honest and open.  Trusted relationships are engendered and cemented by accountability, delivery on
promises, and consistent and excellent service.