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Rate Increase on Limited Medical Renewal?

Employers with large populations of part-time and hourly workers are realizing now, more than ever, the importance of medical benefits for their variable-hour workforce.

January 1st renewals are just around the corner for Limited Benefit Medical Plans.…

  • Will you receive a rate increase?

  • Will you be forced into a renewal option with reduced benefits?

  • Are you looking for more value than a bare-bones MEC plan?

Coterie Advisors specializes in Affordability-Based Medical Plan Strategies. Let us help you prepare for your upcoming renewal with an alternative proposal.

What makes Coterie Advisors different?

We provide a client-specific Statistical Modeling Report to help uncover the unique needs of an employee population with overall findings and actionable recommendations. Our strategic approach will lead to unique and custom benefit plans that are available on a voluntary or low-cost basis to help with Recruiting, Retention, or Cost-Saving strategies.

If your current MEC/Limited-Benefit Indemnity partner is just issuing you a proposal to match your current or off-the-shelf plans, with no strategic analysis, what value are they providing?

Contact Coterie Advisors to learn about our strategic approach to custom benefit plans for your employer group clients. We will provide a custom Statistical Modeling Report, at no-cost, for you and your employer group clients.

Ben Rozum

Co-Founder and EVP


Coterie Advisory Group, Inc. is an Arizona-based, insurance program manager and consultative advisor who delivers Affordability-Based Medical Plan Strategies to help benefit brokers, employers, and associations in the benefits industry. Since 1990, the founding partners of Coterie Advisors have specialized in Affordability-Based Medical Plans. They have decades of experience working with some of the nation’s largest service industry employers and understand the unique needs of a variable hour workforce made up of part-time, hourly, and seasonal employees. Their unique and proprietary Affordability-Based Medical Plans (Fundamental Care) include fully-insured limited-benefit indemnity plans and level-funded limited-day plans which solve real-world problems, make a meaningful difference in consumers' lives, and have a track record of being market-leading and market-changing.

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