Guiding Principles

How do we maintain a 96% client retention rate?

We adhere to a handful of guiding principles that are evident in our daily disciplines. Our clients’ success is a reflection of us, and that is why our clients come first.

Surround Yourself With Subject Matter Experts

As the breadth of what HR professionals are responsible for expands and changes, it is more important than ever to have subject matter experts at your service to help you administer benefits and wellness effectively and within the guidelines of compliance. Our team takes a collaborative and sleeves-up approach to your HR and benefit needs. We are here to serve you with experts in the areas of:

  • Tenured and Cutting Edge Benefits
  • HR and Employee Retention Consulting
  • Compliance and Regulatory Alignment
  • Financial and Actuarial Services
  • Claims Data-Driven Clinical Wellness 
  • Market Analysis 
  • Vendor Vetting Team – Evaluation of Emerging Industry Solutions

What You Can Measure, You Can Manage

In today’s business world, if you are not making data-driven decisions, you are navigating without a compass. Many broker/consultants tout having analytic capabilities, but we commit to having the foremost approach when it comes to using your data to help you be the best you can be.

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Negotiate From a Position of Strength

It’s not enough to have your broker take your plan to market, for renewal, year after year. You need a team to advocate for you as the client. Apex Benefits offers you our Actuarial team, providing projective metrics, to build an underwriting case geared to protect your plan. Using your data, we have a methodology that allows us to negotiate from a position of strength. Whether renewing rates for your health plan or going to market for your stoploss reinsurance policy, we are prepared to go to bat for you.

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What’s Good Enough for Our Clients Today, Won’t be Good Enough Tomorrow

By investing in cutting-edge resources, we are investing in you. End-to-End integrated solutions are ever-evolving. Our clients are fiercely loyal because they know we don’t just keep pace, we set the pace.


Meet Our Team

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