Request a Strategic Analysis. See the plan nobody has shown you.

Your Strategic Analysis begins with your broker agreement and your plan documents, then the plan itself: what it costs, where the risk sits, and what a committee would decide with the full picture.

What happens next

  1. You send the requestTell us a little about your company. Someone from Ethos Benefits replies to set a time to talk.
  2. A first conversationYour plan, your renewal date, and what you want to change.
  3. Your documentsYou share your plan documents and your current broker agreement.
  4. The analysisWhat your plan costs, where the risk sits, and the options a committee would weigh.
42%lower healthcare cost for Kalos ServicesKalos Services, HVAC, 400 employees. Published Ethos case study.

Please don't include any employee health information.

Prefer to talk now? Call (407) 803-4710 or email service@ethosbenefits.com.

Questions employers ask about this.

Is a Strategic Analysis the same as a renewal quote?

No. A renewal quote prices the plan you already have. A Strategic Analysis looks at the plan itself: what it costs, where the risk sits, how your current advisor is paid, and what a committee would decide with the full picture.

What do we need to send?

Your plan documents and your current broker agreement are the place to start. After the first conversation, we tell you exactly what else would help.

Who is a Strategic Analysis for?

Private employers that sponsor a group health plan and want to run it with the same strategy as the rest of the business. Most of the employers Ethos works with have 100 to 500 or more employees on the plan.