About Us

It really isn't about us - it is about those we serve! To our core, we are about serving employers. It is about attending to our client's benefit plan management needs and helping them out-manage their competition.

Although we can't correct the ills of a dysfunctional healthcare delivery system, we can assist medical, life and disability plan managers in becoming high performers - and we do! We also guide plan managers in ways to improve their employee's health and productivity. We do this with passion and excellence.

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Our firm was formed in 2001 to fill a significant gap in the marketplace - the gap between broad-based national benefits consulting firms and frequently unsophisticated insurance brokers. The market has responded by its demand for our unique combination of depth, expertise and affordability. We continue to grow and to serve this marketplace by delivering independent, fact-based, validated and practical results at a fraction of the cost of higher-priced firms.

Our Scorecard continues to serve as one of the most effective tools in the marketplace to help employers out-manage medical plan trend.  In our most recent analysis, Scorecard users averaged a 3.5% annualized increase, roughly half of market trend!