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

  • 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.

    Guide · PDF · Free Download Get the Guide
  • 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 · PDF · Coming Soon Coming Soon
  • 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.

    Tool · Interactive · Coming Soon Coming Soon

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