The key to a high performing benefits plan is aligning it with the overall business strategy of the client. In our experience, that begins with proper planning and measurable goal creation. A clearly defined strategy will provide a roadmap to ensure we are focusing energy, attention, and solutions in the right place to meet both short and long-term benefit goals. The development of this plan begins with the input of each of the major stakeholders within the firm. We will guide you through a comprehensive discovery process that will allow us to work with you to create a set of achievable goals and objectives for your benefit plan.
STRATEGIC PLANNING
PLAN DESIGN MODELING
Helping employers understand the actuarial relativities of making plan design changes
QUARTERLY CLAIM AND SERVICE REVIEWS
Review and benchmarking of demographic and utilization trends to identify areas of opportunity within the plan.
PRESCRIPTION ANALYSIS
Making sure the right pharmacy benefit manager is chose to drive the lowest net cost pharmacy claims
BENCHMARKING
A practical and proven method to measure current employee offerings against OUR competitors within the same market.
MULTI-YEAR STRATEGIC PLANNING
- Listen – understanding the goals and organizational direction of the client
- Review – complete evaluation of current programs
- Benchmark – compare your plan against goals and the market
- Protect – compliance adherence, plan marketing and coverage placement
- Plan – unique plan designed to address costs, plan design, and education of participants
- Monitor – ongoing evaluation of the plan to goals, monthly and quarterly reporting
CLIENT'S TALK
Shepherd Insurance has been a terrific partner to us at Plymate, in handling our employee benefits and 401k plan. They go above and beyond in helping us and our employees. They are fantastic to work with and we would recommend them to anyone looking for a new insurance provider/broker!
Katie Rowland
Plymate, INC. - HR Manager
The team at Shepherd Insurance have been invaluable partners in the challenge of staying ahead of the significant changes in healthcare insurance today. Together, we have been pioneers in the design of a consumer driven, cost effective, quality portfolio of health benefit plan options that are set up to evolve with the times in the best interest of our team members and the company as a whole.
Holly Moore
Syndicate Sales - Director of Human Resources
WE'RE HERE FOR YOU
We’d love to hear from you. If you need assistance, have questions about our group of Shepherd partner companies or are simply looking for more information, we’re eager to help.
GET IN TOUCH
Please fill out the form below and one of our team members will be in touch to provide the assistance you need.
FIND US
Headquartered in Carmel, Indiana, with offices throughout the country, we are here to assist you with all of your insurance, benefits and financial needs.
111 Congressional Blvd Suite 100
Carmel, IN
46032-5638
1.800.846.0204
