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

Guide

The Rate Shock Survival Guide

A practical guide for business leaders facing double-digit premium increases. Understand what's driving the numbers and how to evaluate your options.

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.

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.

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.

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