Lower Group Health Costs Without Sacrificing Coverage

Average Annual Savings

Don’t overpay for group health because of outdated plan structures, broker bias, or lack of access to the right plan or carrier options.

Plans Reviewed

We’ve reviewed thousands of plans across hundreds of industries, from startups to enterprise employers. We use data-driven insights to design more efficient plans that save time and money.

Broker Relationships

There is no need to change brokers. We use our proprietary database to find the best options, enhancing your strategy without disruption.

Our Process: Clear. Confidential. Built Around You.

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Plan Intake + Confidential Peer Comparison

We collect key data points from your current group health program, including plan design, premiums, contributions, and utilization. We then use our proprietary database to compare your characteristics to thousands of similar-sized employers.

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Design + Delivery

If you choose to engage, we guarantee meaningful savings or no compensation for us.

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Executive Brief + Engagement

Your leadership team receives a confidential report outlining ways to lower costs, replicate, or improve coverage. You only pay if we find meaningful savings. No surprises, no pressure.

Testimonials

We engaged PolicySmart services to independently audit our USA Property/Casualty policies after experiencing a long-term brokerage relationship. The results showed significant policy gaps and that we were overpaying by 35%, and PolicySmart fixed our problems

Director of Operations, Natixis Larry Lorber

As the Director of Collections for The Whitney, we were interested in having an independent risk management consultant review our Fine Art and Property/Casualty policies. After this initial engagement, we continued with PolicySmart to significantly reduce our medical insurance premiums, too!

Director of Collections, The Whitney Museum Nancy McGary

As a Partner of Aurora, we hired PolicySmart to review the Group Benefit premiums for our portfolio companies. Resultant savings were in the millions. We liked the independent nature of PolicySmart, which is not a broker selling products and adding new industry resources using its proprietary database.

Partner, Aurora Capital John Mapes