Independent Benefits Consulting

Advisors win by working together.

Most firms sell hype dressed up as strategy. At Allied, we are genuinely invested in your outcomes. We'll deploy the right people with the right tools to help.

Request a consultation See our services 41 years of carrier-side & advisory depth.

The Market Imperative

Analytics-driven plan management is no
longer optional.

~25%
Of U.S. healthcare spending is wasteful or low-value. That is recoverable spend.
67%
Of covered U.S. workers are in self-funded plans. The sponsor owns the risk.
$262K+
Average savings identified per client organization through analytics.
41 yrs
Of actuarial and underwriting practice behind every engagement.

The Method

From data to defensible decision.

01

Data Acquisition & Validation

Medical, pharmacy, dental, and ancillary claims, screened, cleansed, and validated. HIPAA-compliant handling built into every engagement.

02

Population Stratification

We stratify your members by risk tier, condition cluster, and cost trajectory, giving a clear picture of who is driving spend and why.

03

Financial Modeling

Real-time scenario calculators quantify the employer and employee impact of any plan-design change before it is implemented.

04

Program & Vendor Evaluation

Every point solution measured against actual claims outcomes: ROI in real dollars, not vendor-reported metrics.

05

Insight Delivery

Presentation-ready deliverables calibrated to your audience: C-suite summaries, board financials, fiduciary-grade recommendations.

06

Fiduciary Oversight

An independent, trusted advisor who keeps the best benefits in front of decision-makers, and the plan defensible.

It doesn’t really matter what the issue is: agency structure, sales process and success, client solution delivery, analytics, etc. Greg’s insights are equally relevant; that’s really amazing in this era of specialization. We will continue to work with Greg as long as he will have us.”

Tom Shuetz · Co-President, Alera Group Quad Cities

Ready to put your data to work?

Bring your claims data. Leave with
a defensible negotiating position.