Coterie Advisory Group, Inc.

03/23/2022

Health insurance is expensive.

Great Brokers, Agents, and TPAs position themselves alongside industry experts that have the data, modeling and decision support to help traverse the shifting terrain to reach their clients (and their employees) goals. This equates to plan options that employees truly want, can afford, and will actually use.

03/18/2022

Are your Clients looking for Level-funded copay plans with NO DEDUCTIBLE with benefits that pay on an expense-incurred basis?

Share some of these facts with your Clients when presenting Benefit Plan Options.

03/02/2022

Part-time and flexible hour jobs now account for nearly 18% of all job postings as companies throughout the U.S. grapple with current workforce challenges to keep business moving forward.

A number of our products available with Fundamental Care® were specifically designed to support this class of employee. With the current job market, retention and recruitment assets are key. More specifically medical plan benefits will assist in both of these arenas.

Reach out to us today or join us on one of weekly information webinars and give your clients the tools needed to effective recruit while offering a viable health plan option.

02/28/2022

At Coterie Advisory Group we create Affordability-Based Medical Plan Strategies.

From local small businesses to large national companies in the service industry, we understand the unique challenges that companies face across the different classes of their employee populations. We provide customized Statistical Modeling Reports to help guide decision support and determine the appropriate benefit levels and the right price-points for our potential clients' product offering.

02/24/2022

Fundamental Care provides access to unique, Affordability-Based Medical Plans on a guarantee issue basis.

02/22/2022

It is critical for businesses and organizations to evaluate the overall costs and sustainability of a total-care solution that includes the most cost-effective benefits that contribute to an employee’s sense of well-being. While larger enterprises can scale benefits, some employers do not have the same flexibility.

That is why the benefits’ strategies you are putting together for them must be critically fundamental, focusing on the most important benefits that lead to a sense of overall well-being in a total care solution.

Are you building a clients benefits strategy? We put together multiple key factors to consider when putting it together.

02/18/2022

As employers evaluate health insurance options for their company, and you, as their broker or consultant begin to provide options, know and understand why level funded health plans and affordability based medical plans are not only viable options but, a prominent one.

Have you noticed Level Funded Plans' Popularity Increasing?

02/16/2022

The Fundamental Problem with Traditional Health Insurance -The "Affordability Void"

WITHOUT SIGNIFICANT EMPLOYER CONTRIBUTION OF MORE THAN 50%,THE AVERAGE PLAN IS UNAFFORDABLE TO MANY EMPLOYEES.

02/14/2022

The needs of the market are constantly changing. We offer a nimble approach to procuring and developing proprietary products that our distribution partners and clients appreciate because they are relevant and meaningful to the needs of the marketplace -- specifically, affordability-based medical plan strategies.

Our packages of consumer-centric insurance and non-insurance programs solve real-world problems, make a difference in consumers' lives, and have a track record of being market-leading and market-changing.

02/10/2022

While your clients may not be able to provide all the perks of modernizers like Apple or Google, the pandemic has served to clarify that affordable benefits are a baseline for employee well-being and that the future of healthcare will be changed by those who provide the best solutions in benefits.

Are you building a clients benefits strategy? We put together multiple key factors to consider when putting it together.

02/08/2022

Offered on a voluntary basis or with employer contribution, Our custom plans are designed for employer groups, associations, and affinity groups looking to provide affordable healthcare alternatives.

02/04/2022

Recently, health care has seen a profound transformation. In order to improve their members’ health and access to benefits, Health insurers are redefining and revamping the ways they insure. Moreover, employers are emphatically looking for ways to better support their current and prospective employees when recruiting.

Have you noticed Level Funded Plans' Popularity Increasing?