A CFO For Your Voluntary Benefits
Since 2023, we've unlocked over $44,000,000 for employee benefit reinvestment
The ​Employees First ERISA-compliant financial model lies on top of voluntary benefits to uncover hidden value so that you can reinvest excess reserves and commissions back into your employees' benefits.
Ready to uncover hidden dollars?
Bring More Value to Your People
We give employers crystal-clear visibility into where every premium dollar actually goes.
The Employees First ERISA-compliant financial model creates full transparency to give employers visibility and control of Accident, Hospital Indemnity, and Critical Illness policies. What you'll see:
Exact Claims Paid
Reserves & Admin Costs
All Compensation
Carrier Charges
If these dollars exist, you don't need to go searching for them.
We've already found them. ​
Most employers see OVER
25%
savings in the first year.
Your Employees Are Your Most Important Asset
Together, we can make sure you are always putting
your Employees First
​The Employees First financial model helps you: ​​
​
Protect employees
With benefit costs outpacing raises, our ERISA compliant financial model becomes a timely way to preserve, or even increase, total compensation value.
Elevate benefits, not costs
Rather than cutting benefits or raising premiums, Employees First lets you upgrade benefit value without burdening employees.
Leverage industry expertise
Our team brings deep experience, market leadership, and fresh thinking to reshape how voluntary benefits work.