Case Studies

Rockland replaced rising costs and stale plan design with a smarter, more sustainable benefits strategy that’s winning over employees and the C-suite.

Successfully left a cost-draining model to create a new self-funded benefits plan that expanded its network while reducing claims and out-of-pocket costs.

Mid Oregon CU made a strategic transition to lower expenses and obtain industry-leading employee retention levels.

iQ Credit Union joined an exclusive group to provide industry-leading employee benefits while significantly lowering expenses.