Resources

Reports, case studies, and tools

Downloadable resources that go deeper than our articles. Built for business leaders and HR professionals evaluating their benefits options.

All resources

Report

The Small Business Guide to Health Benefits Alternatives

A comprehensive guide to plan structures beyond fully funded coverage, with ROI frameworks and broker evaluation checklists.

Case Study

How a 45-Person Tech Company Saved on Benefits

A real-world example of transitioning from fully funded to level-funded coverage, including timeline, employee experience, and financial results.

Tool

Benefits Plan Comparison Worksheet

A structured worksheet for comparing your current plan against alternative structures. Bring it to your next broker meeting or use it with us.

Report

Understanding Commission Transparency in Health Insurance

What the Consolidated Appropriations Act means for broker compensation, and how to read the disclosure you should be receiving.

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