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Our Process




The Formula™ - 7 Step Strategic Process for Designing Benefits


Step 1 - The Introduction

  • Meet with your key people
  • Overview of how we help
  • Assign next steps to gather data

Step 2 - The Strategic Focus™

  • Discuss your objectives

  • Create benefits value proposition

  • Gather Data


Step 3
- Summary & Recommendations

  • Present findings

  • Review the plan design

  • Discuss representing you


Step 4 - Appoint Accurate Design Benefits

  • Confirm the plan design

  • Finalize fees

  • Prepare for implementation



Step 5 - Implementation

  • Complete documentation

  • Create tactical action plan

  • Assign responsibilities


Step 6 - Team Communication

  • Share the vision

  • Discuss roles

  • Review strategy & plan


Step 7 - Monitor & Maintenance

  • Review claims & regular utilization reports

  • Update information on tax and legislative changes

  • Review benefits financial results




By taking this approach we can help you achieve the following:

  • Help employees and their health advisors control usage

  • Manage the insurers’ costs

  • Recognize and use government programs to the maximum

  • Use a professional consultant to manage risk and create plan design

  • Achieve your company’s objectives related to price, quality, and service


Diagram of the Typical Approach versus Our Approach



In other words - Create Enduring Value!