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Our Approach

You need information and data identifying your health insurance cost drivers in order to make informed decisions on your overall employee benefits strategy. Our internal underwriting and actuarial team is dedicated to working with you to identify and develop creative solutions to control your company’s rising healthcare costs, while aligning with your long-term benefits strategy.

However, before you implement a program, it's important to understand your organization's current and future risk exposures. Our team will help you identify your cost drivers, risk profile, and tolerance, measure potential financial exposure, and recommend long-term strategies for sustainable health plans.

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How We Can Help

Our underwriting and actuarial team will assist you with: 

  • Plan design and contribution modeling
  • Analysis of funding levels and adequacy
  • Rate development/setting and reserving
  • COBRA rate development
  • Self-funded feasibility studies
  • Evaluation of stop-loss levels and terms
  • Stop-loss captive assessment
  • Network discounts and analysis
  • Review of alternative medical delivery systems
  • Renewal analysis and negotiations

We can also help you with...

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Retirement Plans

You want to be an employer of choice, and attractive employee benefits are key to making that happen. Your organization's retirement plan should help you attract and retain quality employees without requiring all of your time and energy to administer. It will also help create financial security for your employees.

We offer comprehensive retirement plan services for your organization’s 401(k), 403(b), profit-sharing and pension programs, all locally delivered and serviced completely by us to ensure complete accountability.

Learn More about Retirement Plans.

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Have Questions?

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Call us at 888.769.3796 and select option 3.

Dan McCormack
Dan McCormack, Employee Benefits Consultant, Milwaukee, WI

Your Trusted Employee Benefits Advisor

A competitive employee benefits package will help you attract and retain top talent, but continuing to offer one can be tough. Your advisor will partner with you to address rapidly rising health insurance costs and implement a strategic, competitive benefit plan that fits your culture, without sacrificing your bottom line. Are you ready to take action to control your healthcare costs?

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