Insurance Consulting & Brokerage 215.421.5847 linkedin linkedin

Financial Analysis


Our consultants average over 20 years’ experience, and have extensive expertise in many areas of financial modeling and underwriting. Our team will

  • provide monthly or quarterly claims and utilization information when available
  • analyze your cost and utilization data, to show the cost drivers and determine emerging procedure utilization, and overall cost trends
  • map out a comprehensive strategic plan, while working with your team, which will ensure that every reasonable course of action is explored

The result will be a clear path for your organization that will allow you to adapt to an ever-changing benefits environment.

Whenever our company is in need of health insurance and ancillary coverages for our employees, my first and only phone call is to Robert Poore. Not only does Mr. Poore take a personal interest in the welfare of our staff, but always manages to find the perfect health plan, at very competitive prices. Mr. Poore and his staff respond immediately to any requests, helping to maintain a 5-Star environment for our staff, reinforcing our aspiration to create a positive employee experience for those working in our company. "

- David G. Benton, General Manager, 10 Rittenhouse Square