← Back to resourcesCase Study: 10-Employee AI Company

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