Consulting Staff Resources

Our Experience


Our consulting staff offers a broad range of expertise in all areas impacting

employee benefit plans and programs.

Benefit Plan Management

Employee Communications

Insurance and Risk Management

Federal and State Legal and Regulatory Compliance and Training

Plan Rating and Underwriting

Actuarial Certifications and Plan Modeling

HMO, PPO and PBM Network Evaluation

Health Care Claims Utilization, Financial Analysis and Reporting

TPA and Health Care Claims Processing System Evaluation

Health Care Plan and Vendor Auditing

Strategic Benefit Planning

Our Approach


Our service includes a comprehensive consult to help identify gaps and opportunities, a comprehensive report that includes a project plan with timelines and milestones, a cost analysis, and a schedule. We also offer a suite of quality products that will help you get there quickly and smoothly. That’s how we ensure your success.

Why Us?


Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve.  Whether you’re seeking a strategic alliance with the right partner or a special skill set or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.