
Case Study: 10-Employee AI Company
Published: 8/1/2025
Case Study: 10-Employee AI Company
What happened?
✅ 𝗕𝗲𝗳𝗼𝗿𝗲 𝗨𝘀:
Very strange circumstances brought us together, but the previous broker disappeared.
Looking for help with administration and strategy.
Was fully insured on BCBS
Renewal came back with 18% increase
CEO was also moving to the US from India and needed help
Paying 100% of premiums for employee only
✅ 𝗔𝗳𝘁𝗲𝗿 𝗨𝘀:
Moved them to level-funding
Brought in a transparent TPA & PBM
Lowered rates by 35%
HUGE cost savings for a small group
And we are actively managing their claims account
𝗧𝗼𝘁𝗮𝗹 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 = $𝟰𝟬,𝟳𝟲𝟴