Case Studies

PEO

PEO Company (Professional Employer Organization)

(Texas & Louisiana)

1200 Employee on the medical Plan
30 Employers in this PEO (Mostly Small Group Employers)
Year 1 Savings vs Prior Broker = $1.1 Million Savings
7-Year Tenure
Brokered 6 Renewals
$375k Average Annual Return of Premium
Renewal average through client tenure 0.5%

Employer

Automotive Company – Top 50 Automotive Group (Tennessee, South Carolina, North Carolina, Georgia, Kentucky, Louisiana, and Ohio)

3000 Employees on the Medical Plan
Year 1 Savings vs Prior Broker = $3 Million in Renewal Hedged Savings
4-Year Tenure
Brokered 3 Renewals
$1.8 Million Average Annual Return of Premium
14+ Acquisitions (M&A Risk Management)
Renewal average through client tenure 0%

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