Resources | Coterie Advisory Group, Inc.

The Basics of HCSO Compliance: A Guide for San Francisco Employers

San Francisco's Healthy San Francisco Ordinance (SFHCSO) is a landmark piece of legislation that has become the model for other cities...

Building Benefits Plans Employees Want

Benefits brokers, Agents or TPAs who focus solely on the health plan needs of an employer's executive team are missing a huge opportunity...

Key Factors to Consider When Building a Client's Benefits Strategy

A Willis Towers Watson survey, alongside many others, exhibits that mental well-being has become a major topic for both employers and...

Is Level-Funded Health Insurance a Cost Containment Strategy for Business

At Coterie Advisory Group we hear constantly from our broker partners of both potential and existing clients needing the advantages of...

Ways to assist clients in managing employee healthcare costs

Shopping for group health plans and calculating the capital available to support healthcare options for employees is an integral part in...

How Level-Funded Health Insurance Can Help Startups Provide Better Care While Reducing Expenses

How Level-Funded Health Insurance Can Help Startups Provide Better Care While Reducing Expenses As a startup, it's important to find ways...

Level Funded Plans Popularity Increasing

Recently, health care has seen a profound transformation. In order to improve their members’ health and access to benefits, Health...

Selling Points: Why Should your Clients be offering Healthcare Benefits?

All too often, we hear Brokers telling us the question framed for this article is a given. Many of our clients forget the true benefits...

Rising Healthcare Costs and Todays Employer

As many of your clients can attest to, rising health care costs are at the forefront of many of their employees' minds today. In a recent...

Avoiding the Medical Debt Trap

Ask any of your clients… When talking about medical plan design or building a benefits package for their employees, employers will tell...

What are your clients looking for in Group Health Insurance Plans?

What are your clients looking for in group health insurance plans?

Is a Level Funded Healthcare Plan Right for Your Client?

3 ways level-funded health plans help your clients contain costs

3 Ways Level Funded Health Plans Help Your Clients Contain Costs

Benefits to Recruit and Retain Employees

Your clients find themselves today in a unique position due to considerable changes to employment rates the In the last two years....

Affordability Based Medical Plans and Employee Retention

Affordability Based Medical Plans can be used as tools for Employee Retention and Recruitment. Tips on assisting in Retention & Recruitment