STRATEGIC PLANNING

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.

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.

PERSCRIPTION 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

  1. Listen – understanding the goals and organizational direction of the client
  2. Review – complete evaluation of current programs
  3. Benchmark – compare your plan against goals and the market
  4. Protect – compliance adherence, plan marketing and coverage placement
  5. Plan – unique plan designed to address costs, plan design, and education of participants
  6. Monitor – ongoing evaluation of the plan to goals, monthly and quarterly reporting

CLIENT'S TALK

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.

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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

Creating Relationships. Finding Solutions. Protecting You.