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Book a meeting
Pick phone or Zoom, choose 30 or 60 minutes, then pick who should join and when we meet.
Step 1 of 4
How would you like to meet?
Pick a length and how you want to connect.
Length
Format
Step 2 of 4
Who do you want to meet with?
Pick who you would like on the call.
Step 3 of 4
Pick a time and add your details
All times shown in your local time zone.
Select a date
Step 4 of 4
Confirm and book
One last look. Hit confirm and we’ll set everything up.
Your info
You’re booked.
Confirmation emails and calendar invites are on the way. Anything else? Reach us at [email protected].
Before You Reach Out
Is the consultation really free?
How quickly will I hear back?
What should I have ready for the call?
Will you try to sell me something?
What to expect when you reach out
Getting in touch starts a straightforward conversation, not a sales pitch. A first consultation is about understanding your current plan, your costs, and your goals, then showing where the real opportunities are before any commitment.
Most employers come in with a renewal question, a cost concern, or a sense that their current plan has never been pressure-tested. The consultation is where that gets examined with real numbers.
Key points:
- A look at your current plan and costs
- Where the realistic savings or improvements are
- Funding strategies that fit your size and goals
- Clear next steps, with no obligation
For broader context, see SHRM's benefits and compensation resources.
Before you reach out, you can explore your own numbers with the Benefits ROI Calculator or the Health Plan Cost Projector.
Frequently asked questions
What happens on a consultation?
A review of your current plan, costs, and goals, followed by a look at where the realistic opportunities are. It is a conversation, not a commitment.
Is there a cost to talk?
No. A first consultation is free and focused on understanding your situation.
What should I have ready?
Your current plan details, headcount, and recent renewal information help, but you can start with whatever you have.