Plan Strategy Capabilities

We will develop a customized strategic plan for you that defines objectives and outlines the actions needed to accomplish those goals. Our services ensure an organized, comprehensive approach to fulfilling your benefits needs.  We also offer our clients plan design educational materials so that they are fully informed when considering their plan design options.

Eliminate guesswork from your benefits renewal process.

Our goal is to turn viable solutions into real results through value-added tools that benefit your business. Our system offers a simplified way to approach your benefits design planning by balancing both cost and value for your company and employees. We can help you:

  • Analyze your benefit plan costs against reliable benchmark information
  • Project the impact of medical and dental plan design changes
  • Estimate your renewal costs
  • Streamline the plan selection process for your employees
  • Compare yourself with other employers by region, size and industry

Benchmark Surveys & Statistics

Our benchmarking data provides you with a standard you can use to compare your benefit programs. We will make recommendations to help you enhance your plan while at the same time remaining competitive and reducing your overall plan costs.

Valuable benefit trend statistics and surveys are some of the core pieces of information that we provide to our clients to help support your benefit plan design strategy and decisions. These surveys and statistics provide benchmark data from leading consulting organizations around the country and cover the following topics:


  • Ancillary Benefits
  • Health Plans
  • Benefit Costs
  • Prescription Drugs
  • Benefit Management
  • Retirement Plans
  • Health Care Costs
  • Wellness Benefits
  • Health Care Reform
  • Vacation & PTO