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research 

  • Review current plan design
  • Specialty drug review, dental utilization and trends
  • Trend, inflation and pooling, tax efficiency

analyze

  • Examine latest market trends and developments
  • Match client needs with plan design
  • Create tax effective financial models and pricing options

recommend

  • Bring top-tier insurance carriers, Third Party Administrators and strategic alliances together to form the perfect plan

implement

  • Create step-by-step processes to move from decision making to plan implementation, to employee satisfaction and engagement