We make it a point to meet with each client regularly in order to review our reporting packages and pertinent plan information. Our dedication to accurate and useful information provides our clients with true expertise in managing their benefit plans.







At Benefit Health Advisor, we utilize detailed claims information from our vendor partners and combine it with market data from industry observers to provide our clients with relevant information needed to manage their plan and provide the highest level of benefits at the most efficient cost. Our reporting capabilities include but are not limited to:

  • Specific and Aggregate Reports
  • Total Expense Summaries
  • Trend Analysis
  • Coverage Code Analysis
  • Distribution Reports
  • PPO Utilization
  • Claim Lag Information

Combine our reporting with our personalized attention to your plan and you’ll see how we are able to provide you with the information and guidance to properly manage your benefits package.



Benefit Health Advisor aggressively studies market trends and tracks changes in the industry. Our commitment to detailed benchmarking allows us to provide our clients custom analysis and individualized reports detailing their plan performance in comparison with regional and national averages.

By identifying these trends and making comparisons, we are able to help clients react and make proactive changes to their benefit plans, allowing for realization of claims and plan savings.


At Benefit Health Advisor, we understand that proper education is crucial to understanding today’s complex and changing insurance industry. We have staff dedicated to researching the myriad of legislative changes and regulatory issues taking place. In our client meetings, we review any recent or future changes so that our clients are educated about the issues and we can make necessary adjustments in plan administration.