Areas of Expertise


Small Group Administration

We have developed small group programs from scratch using quality Stop Loss, top-tier Third Party Adminstrators, and transparent PBM services. We offered reference-based pricing models and “level funding” before it became a buzz word.


Sales Management, Training, and Support

I have trained and managed successful Sales Team members in both the private and public sectors.

Additionally, I have been a top producer with three independent Third-Party Administrators.


Strategic Planning

My clients have experience plan savings of as much as 30% when moving to a High-Performance plan with alternative reimbursement strategies.

We have been successful at negotiating Cost Plus contracts with health systems on behalf of our clients, saving thousands of dollars over other traditional network arrangements or billed charges.

Strategic Planning begins with listening. We first listent to our clients to find out what they want to accomplish and when to have it complete, We then work together to develop a Plan that is reasonable yet a little of a stretch! And of course, with progress that is measurable..