Is CFA Right for Your Client?

If your client is looking for a benefits team that will craft a value-driven plan, this is it. Each client relationship is a unique opportunity for us to create new, creative solutions, and we are proud to do this work with clients across many different industries.

Women Conversing

Does your client want control over the benefits you offer?


With us, the client is in the driver’s seat. Only the benefits that deliver value become part of a benefits plan.
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employee conversing

Is the organization open to the self-funded model, financing its employees’ benefits?


With risk comes rewards. If the workforce is healthy, self-funding can be a smart financial move.
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team at work

Is the population steady, with costs fairly consistent from year to year?


A stable workforce lends some predictability to your costs and what to expect in the future.
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group meeting

Are there specific network requirements with an on-site clinic or participating with a medical system?


Clients with specific or site-based needs benefit from our flexible network solutions, incentivizing employee behavior.
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chefs cooking

Is there a strong desire to focus on a particular health care goal? Does the client want to structure employee benefits around company culture?


Part of customizing benefits is finding solutions that appeal to both the client and employees.
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