Strategic Planning Strategic business planning is critical to the success of any insurance program. This process serves as a benchmark that forces target to be: SET – MET – EVALUATED

We utilize two separate approaches to ensure that our client's goals are met. The first approach is very focused, specifically targeting those benchmarks pertinent to employee benefits. The second approach is much more broad-based, addressing all aspects of an employer's risk management, insurance and employee benefits programs.
Benefit Strategy – every year, four to six month s prior to renewal, we meet with clients to review the current year's employee benefits strategic plan to determine if strategic or tactical goals have changed. An effective benefit strategy is developed by performing all of the following tasks.
  • Benefit Objectives – we work with clients to set their benefit goal and objectives, which identifies exactly what the organization is trying to accomplish.
  • Organization – Once objectives are set, the tasks necessary to meet them are identified, such as marketing, implementation, monthly experience reports, renewal, etc. These tasks are prioritized and a timeline is established to ensure completion
  • Responsibility – once the tasks are identified and timeline is created, we establish a team that is responsible for the account based on their expertise.
  • Execution – The members work together to complete all the necessary tasks without compromising the employer's objectives.
  • Appraisal – Prior to setting the business plan for the upcoming year, we assist our client in appraising the results from the current plan. This identifies whether objectives et, tasks completed and any program alterations needed.
  • Business Risk Evaluation – Experience consistently shows that better solutions are created when issues are examined globally – how they impact all aspects of an organization. We developed the Business Risk Evaluation, which provides our clients with strategic tools necessary to manage their risk to support their business goals on an ongoing basis, reflect their needs, and be cost effective.