Case Studies

Read how our services have positively impacted our clients.

employee benefits value to customer

Case Studies

Employee Education Leads to Dramatic Increase in Enrollment Participation

The client was a Public School District in 2 states 83 locations with a large Spanish-speaking population. There was a new Medical, Dental, Vision & Worksite carrier for all emplo......

Custom Benefit Communication Prompts Enrollment Increase

The client had a new Medical, Dental, Vision & Worksite carrier for all employees, active Open Enrollment conditions, and group meetings were not a possibility this year due to th......

Needed Changes Created Ease in Pandemic-Era Enrollment

The client utilized paper applications with on-site benefit enrollment counselors for previous open enrollments. Due to the pandemic the client was not comfortable with on-site co......

Program Developed to Decrease Surgical Costs and Drive Savings

Orthopedic surgeries, GI surgeries, and Heart surgeries were driving the lion’s share of the cost for surgical admissions, which is one of the largest cost drivers for any plan.......

Wellness Focus Improves Health Plan Outcomes and Employee Productivity

Local county government was seeing increase in annual renewals. Carrier (Humana) offered renewal discounts for certain engagement benchmarks with their online wellness program (Go3......

Small Changes Increase Retirement Plan Participation and Satisfaction

This client struggled with high fees, low participation and needed help to get their participants more on track for retirement....

Ease of Billing and Reporting Saves Immense Time and Effort

Head Start is the primary service the group provides to the public. Because it is a teaching program, a large population of employees (between 200-300) are laid off during the summ......

Data-Driven Strategy Generates Millions in Aggregate Savings

 A white-collar company had implemented on on-site clinic and was working with a wellness vendor on a “Healthy Heart” program but seeing little impacts on claims year over yea......

Wellness Program Engages Employees and Decreases Costs

AssuredPartners clinical analysis identified extremely low rates of preventive screenings and clinical condition compliance. Given the group's industry (healthcare), absenteeism wa......

Retirement Plan Benchmarking Leads to Increase in Savings and Capabilities

This existing EB & P&C client had high fees, a provider not offering the level of services that they should, and a financial advisor who was doing nothing to improve outcomes for p......