Do you have challenges attracting and retaining quality employees?

In today’s work environment, talented employees are taking a deeper look at benefits being offered by perspective employers. We’re here to help you make business decisions about your employee benefit plans.

Our combined years of experience in the marketplace, positions us well, to offer plans which fit your specific needs, to offer strategic advice, excellent service, and client support that makes a difference.

We work with a variety of medical insurance carriers in setting up plans to mitigate long-term escalating benefit costs while managing risks associated with them.

The Strategy employee benefits team will guide you and create fresh solutions. Not all businesses are created equal and in order to find your unique needs, we engage you in a proven process that brings greater value and success.

How We Work

Discovery • We get to know you

We take time to ask questions about your business, listen, and learn in order to help you develop the best program to meet your objectives.

Each client is unique and to help businesses achieve their objectives we work at developing a clear understanding of their benefit philosophy, strategy, specific challenges and corporate initiatives.

Analysis • Top-to-bottom review

Our team will assess current plans and how they currently meet corporate objectives with regards to design, contributions, compliance, and creativity in the benefits landscape.

We will offer education and solutions for important issues such as plan design changes, employee contributions, funding alternatives, compliance exposures, and beyond.

Recommendations • Search for the right fit

Strategy will update and inform you with an executive summary of findings of relevant benefits issues, recommendations for improvements, changes, and considerations that will be appropriate to your benefit goals.

Implementation • We execute your benefit plan strategy

Our close collaboration with your staff and our network of strategic partners help to ensure a smooth implementation of your desired plan during the enrollment process.

We believe the key to success is teamwork and together there is a wealth of knowledge, support, and problem-solving power to help meet your unique needs.

Communication • Employee benefit knowledge

We will assist you in developing a complete employee communication strategy to increase knowledge and appreciation of the benefit program you are offering.

Tools for streamlining enrollment can be customized and may include a group enrollment or a face-to-face meeting, text, email, online enrollment, mailing, payroll stuffers, custom benefits booklets, translation services, webinars, and total compensation statements to name a few.

Guidance and Answers • Remaining on target

Accessibility and being informative is the Strategy way. We will continue to update you on relevant benefits issues that impact your benefit plan and make recommendations or suggest revisions that are right for your situation.

We have access to resources to help educate, assist HR team members, promote wellness and advance your organizations vision of tomorrow. Let us know how we can help

Who We Work With

Specialized experience in professional practice groups

Manufacturing, Construction, Skilled labor, Non-profits, Trucking, Accounting, Doctor’s offices, Law firms, Vineyards, Printing & promotional companies, Entertainment, Creative Fields and Retail.


Leading Carrier Partnerships

Strategy Insurance is connected with over 100 different carriers allowing us to search the market to secure effective, affordable coverage for businesses and individuals.

  • Regence BCBS
  • Health Net
  • Moda
  • Kaiser Permanente
  • Providence Health Plans
  • United Health Care
  • Lincoln
  • Met Life
  • Principal
  • And many other companies

Compliance Consulting

Offering benefits is a great option for your employees but as a plan sponsor you take on responsibilities and requirements. Your Strategy team can help you navigate these exposures.


  • Patient Protection & Affordable Care Act (Health Care Reform)
  • Mandatory disclosures
  • 5500 reporting assistance
  • Delinquent Filer Voluntary Compliance Program assistance (DFVCP)
  • COBRA Rates, Law, Consulting
  • Employee Retirement Income Security Act / Department of Labor / Health Care Reform Checklists
  • Health Insurance Portability and Accountability Act
  • Americans with Disabilities Act, Family, and Medical Leave Act
  • State and Federal Legislative Updates
  • Human Resource Consulting
  • Mergers and Acquisitions
  • Weekly and Monthly Benefits E-newsletter