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RetireeFirst:

Strategy

Market Analysis & Plan Design

The first step in end-to-end Retiree Benefits Management is Strategy. From market analysis to plan design, proposal management, and carrier negotiations, our goal is to craft the best strategy for your unique needs.

Our team of licensed Medicare experts collaborate with you to create a roadmap, starting with analysis and Medicare product selection. We closely track industry trends and handle hundreds of Medicare cases annually, giving us valuable insights into pricing dynamics. We assist in maximizing the value of your plan while reducing costs.

Partnering with New Clients

Benefit Assessment, Plan Design, and Carrier Selection

Effective Medicare plan design begins with a comprehensive benefit analysis. After a needs assessment, we negotiate with carriers to secure the best options to fit our clients’ budgets and requirements. All carrier options are vetted and shared with clients based on their organization-specific preferences. Our carrier partnerships ensure access to the market’s best options. Moving into Medicare product selection, we help determine the best plan suited for your retirees’ needs, balancing benefit preservation and affordability.

Driving Value with Renewals

Opportunities Captured with Annual Market Renewals

We work with our clients and carriers to provide market-competitive renewals based on the needs of the organizations we serve and their retirees. Alongside our carrier partners, we are focused on plan retention—which minimizes disruption to members—so we pursue potential rate locks or caps for both new and renewing business when available.

Our longstanding relationships with carriers and familiarity with their operations provide an edge in negotiations, allowing us to work in unison with them without being duplicative. Clients receive their carriers’ annual renewal terms in alignment with Centers for Medicare & Medicaid Services (CMS) regulations.

We Value You & Your Business

The RetireeFirst solution delivers value, ensuring you receive the best health plan for your unique circumstances. Whether you’re a new client exploring benefit options or an existing client looking for competitive renewals, we’re here to serve your needs, providing expert guidance and unparalleled support every step of the way. Your satisfaction and peace of mind are our top priorities.

Medicare Migration

Our Medicare Migration program is designed to address the intricate challenges faced by public sector plan sponsors and retirees. We identify Medicare-eligible retirees, conduct thorough cost-benefit analyses to determine right-fit plans, and then seamlessly migrate retirees to the group Medicare plan.

Connect with Us

Connect with our team to learn how we can maximize group benefits and get your members the support they deserve.