Delivered 30%/year Cost reduction to Large National Client
- Due to COVID-19 workforce cut from 700 to 125
- They had a self-funded health plan that was very costly
- We recommended a fully insured plan that not only cut costs by 30%, it will save millions of dollars when the workforce eventually returns
- PLUS we added group life and long term disability at no additional cost to the employer
- We also added an HRIS system, at no additional investment from the client, with the additional benefit of saving HR Department labor costs
Increased overall Coverage at $20K/year savings for Local Food Distribution
- They were overpaying for corporate life insurance as the owner had the wrong rating on the policy
- The corrections my team made saved the client $20,000 per year
- What was worse, the client thought they had key benefits that they did not have
- Our solution was to provide the much-needed benefits, at a reduced price
- We also increased the benefits and protections for families
- During my team’s assessment, we also discovered that their taxes were being incorrectly calculated
- We are currently making it possible for this client to enjoy improved business insurance coverage at reduced costs
Delivered $400K/year for Large Government Contractor
- This is a 300-plus employee company that has National PEO for payroll benefits
- We replaced their existing service with a company sponsored health plan and added 401K plans
- We also replaced their payroll service
- These measures cut more than $400,000 in annual costs
- We also assisted the owners with succession and estate planning
- PLUS we added voluntary and wellness benefits