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Building on Success: Uncovering Hidden Savings and Enhanced Benefits for Our Valued Client

Published April 22, 2024

Following up on our previous success story (see story below), we are thrilled to share another remarkable achievement in our journey with one of our fabrication clients. Building on our commitment to proactive benefit management, we embarked on a mission to unlock hidden potential and deliver even greater value.

While marketing this client’s policies during renewal, Brian and our Benefits Consulting team uncovered results that exceeded all expectations. By leveraging our strategic approach, we were able to uncover approximately $60,000 in savings for our client. But our efforts didn't stop there. We also seized the opportunity to enhance their benefits offerings, ensuring they not only saved money but also received improved coverage.

One of the key highlights of our collaboration was the addition of a High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) attached, specifically tailored to meet the needs of the owners. This addition not only provided them with greater flexibility and control over their healthcare expenses but also positioned them for long-term financial wellness.

Original Story

Published January 8, 2024

Bank partners Matt Zuro and Alex Tomko recently introduced Brian Thompson and the team at FCIA to their fabrication client. Despite having a longstanding relationship with their current advisor, the owners found themselves stuck in an ACA product for an entire decade, without any marketing efforts on their behalf.

Recognizing the need for a fresh perspective and a more proactive approach, they chose to secure a Broker of Record (BOR) agreement with us. The decision was grounded in our commitment to not only market their account but also to offer other vital Employee Benefits services that they have been missing out on.

Our team believes in action, and this success story is a testament to our promise of delivering results. By securing a BOR, we're not just providing new coverage; we're ushering in a new era of tailored services and proactive account management for this company, and any others we partner with.