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Mar 20, 20242 min read
Coterie Advisory Group, Inc. Launches Fundamental Care® Value Plan - A Voluntary Health Solution for Hourly Workers
By: Coterie Advisory Group, Inc. Fundamental Care® Value Plan PHOENIX - March 20, 2024 - PRLog -- Coterie Advisory Group, Inc., a...

Aug 5, 20236 min read
Unlocking Affordable Healthcare Solutions: Fundamental Care and Employee-Centric Benefit Plans
In the complex world of healthcare, affordability and quality often appear to be at odds. Employers face the constant challenge of...

Jul 11, 20234 min read
Level Funded Health Plans: A Smart Choice for Your Clients
With the current state of our economy and businesses having to perform real market checks on their employee benefit offerings, demand for...

Jun 10, 20233 min read
HCSO Compliance Mistakes to Avoid: Tips from our Insurance Experts
HCSO Compliance in San Francisco


May 4, 20233 min read
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...

Apr 4, 20236 min read
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...

Mar 14, 20234 min read
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...

Feb 10, 20235 min read
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...

Jan 28, 20236 min read
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...

Dec 22, 20225 min read
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...

Nov 4, 20225 min read
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...

Oct 12, 20225 min read
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...

Sep 7, 20226 min read
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...

Aug 10, 20225 min read
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...

Jun 4, 20227 min read
What are your clients looking for in Group Health Insurance Plans?
What are your clients looking for in group health insurance plans?

May 5, 20225 min read
Is a Level Funded Healthcare Plan Right for Your Client?
Is a Level Funded Healthcare Plan Right for Your Client?

Apr 1, 20226 min read
3 ways level-funded health plans help your clients contain costs
3 Ways Level Funded Health Plans Help Your Clients Contain Costs

Mar 4, 20227 min read
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....

Jan 4, 20226 min read
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
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