csg_2024_overview_v12
A BOUTIQUE BENEFITS EXPERIENCE
FROM OUR CEOs
FROM OUR CEOs
At Corporate Synergies, we provide employee health & benefit services for organizations seeking true insight. As one of the largest employee benefits specialists in the country, our deeper understanding of insurance is nurtured by our position as a thought leader on all things benefits. As a full-service benefits consulting organization, our unique capabilities allow us to provide clients with everything from compliance to employee communications support as well as employee advocacy and benefits administration expertise. All in-house. All provided by a dedicated staff of individuals adept at finding solutions to the complex needs of our client partners. We are united in our unwavering commitment to providing superior service to our clients. We strive to protect them, their business and the health and well-being of their employees. We are different people with many talents operating with one purpose: to serve our clients by providing thoughtful solutions to the problems facing employers in today’s volatile healthcare insurance market.
Mike Lisa, President & CEO, Chief Growth Officer
Andrew Bloom, President & CEO, Chief Operating Officer
ABOUT CORPORATE SYNERGIES
ABOUT CORPORATE SYNERGIES
UNDERSTANDING OF EMPLOYEE BENEFITS
Corporate Synergies is a nationally recognized employee benefits specialist. We provide innovative tools, resources and expertise to drive results for employers. Through personalized service, we deliver strategies that control costs, relieve administrative burdens and mitigate risk for your organization.
THE CORPORATE SYNERGIES DIFFERENCE
Our expert consultants draw upon their unique access to program data to reshape a benefits strategy inclusive of an employer’s financial goals, demographics, culture and benefits philosophy. The result: customized programs with built-in cost controls preparing employers for evolving healthcare landscapes.
Tier 1 Broker with most major carriers offering access to competitive rates
50+ point onboarding compliance assessment reviews plans & policies
Communication campaigns educate smart, cost-savvy insurance users
Data-driven plan design propels ongoing refinement and prepares for renewals
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offering access to competitive rates
onboarding compliance DVVHVVPHQW UHYLHZV 50+ point
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Communication campaigns educate insurance users
Data-driven plan design
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BEYOND EMPLOYEE BENEFITS We are also part of Foundation Risk Partners (FRP), one of the largest and IDVWHVW JURZLQJ SULYDWHO\ RZQHG LQVXUDQFH EURNHUDJH DQG FRQVXOWLQJ ÀUPV LQ the United States. EXPANSIVE PORTFOLIO :KLOH ZH DUH VLQJXODUO\ IRFXVHG RQ HPSOR\HH EHQHÀ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ÀF QHHGV WR HQVXUH \RX KDYH WKH EHVW FRYHUDJH DYDLODEOH ,I D FODLP VKRXOG DULVH WKH\ ZLOO EH ZLWK \RX HYHU\ VWHS RI WKH ZD\ WR PLQLPL]H \RXU FRVWV VWUHDPOLQH WKH SURFHVV DQG SURYLGH VXSSRUW
A Strong and Growing
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For a full listing of our services, visit FoundationRP.com
For more information visit corpsyn.com or call 877.426.7779
All rights reserved. Corporate Synergies Group, LLC California license #: 0E77919 NOTE: This is not intended to be tax or legal advice. Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions.
ABOUT FOUNDATION RISK PARTNERS
ABOUT FOUNDATION RISK PARTNERS
Foundation Risk Partners (FRP) is a privately held, national insurance brokerage and consultancy, backed by the international private equity firm, Partners Group. It was founded in 2017 and currently ranked as a top 20 broker in the U.S. Our company began with the convergence of two large, established consulting and brokerage platforms that now provide FRP’s comprehensive property and casualty and employee benefits insurance services. FRP is licensed in all 50 states with more than 2,500 employees. Our benefits professionals support the health and welfare programs of local, regional and national employers, with a combined total valuation of over $2.8 billion. This combination of a locally entrenched and trusted advisor with the expanded capabilities of a nationally recognized employee benefits platform, elevates our value proposition to new levels. We are a rare combination of industry experience, leadership and innovation. We embrace the success of each of our member agencies and further support them through the collective capabilities of our internal network. We invite you to experience the difference.
170 Agencies
121 Cities
2,500+ Professionals
ADVOCACY
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Our advocacy team provides one-on-one support and issue resolution to plan participants.
THE FACE OF YOUR HEALTH BENEFITS
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Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions. EMPLOYEE EDUCATION & COMMUNICATION (03/2<(( ('8&$7,21 29(59,(: Our communications programs help make participants better EHQHÀWV FRQVXPHUV IMPROVING BEHAVIOR THROUGH BENEFITS EDUCATION 86 % Studies show that 51% of U.S. adults lack basic health insurance knowledge which can cost the employee and employer money, increase FODLPV DQG OHDG WR LQDGHTXDWH KHDOWK FDUH 1 Corporate Synergies’ employee education and communication programs promote informed enrollment, responsible plan usage and overall RUJDQL]DWLRQDO KHDOWK 7KHVH FDQ LPSURYH SDUWLFLSDQW ZHOO EHLQJ MRE VDWLVIDFWLRQ DQG FRVW VDYLQJV Q 43% RI & OHYHO H[HFXWLYHV LGHQWLÀHG HPSOR\HH HGXFDWLRQ DV WKHLU WRS KHDOWKFDUH FRVW PLWLJDWLRQ FKDOOHQJH 2 Q Employees who choose an inappropriate health insurance plan overspend by $1,700 per year. 3 Effective education and communication helps employees get it right, which UHGXFHV VWUHVV DQG GLVWUDFWLRQ ² DQG +5 EXUGHQ A PROACTIVE LONG-TERM STRATEGY Our employee education strategists develop campaigns and messaging that VLPSOLÀHV EHQHÀWV ZKLOH PDWFKLQJ WKH SODQ HGXFDWLRQ DQG FRPPXQLFDWLRQ SURJUDP WR WKH HPSOR\HU·V EXVLQHVV JRDOV of enrolled employees CANNOT explain 4 basic insurance concepts. 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Source: Zywave Broker Services Survey DISCOVER PLAN DESIGN IMPLEMENT REEVALUATE (03/2<(( ('8&$7,21 29(59,(: COMPREHENSIVE COMMUNICATIONS SUPPORT Our communication programs enhance the value of your plan by helping your SDUWLFLSDQWV EHFRPH EHWWHU LQIRUPHG UHVSRQVLEOH EHQHÀW DQG KHDOWKFDUH FRQVXPHUV :H ZRUN ZLWK \RX WR GHYHORS FRPPXQLFDWLRQV WKDW Q Connect with participants during enrollment, special campaigns and throughout the plan year Q Engage participants with targeted information, helping them understand plan options and enroll appropriately Q *XLGH SDUWLFLSDQWV WR SURSHUO\ XVH WKHLU EHQHÀWV WR VDYH WKHP³DQG \RX³WLPH and money Q ,QÁXHQFH UHVSRQVLEOH EHKDYLRUV WR LPSURYH SDUWLFLSDQW KHDOWK DQG ZHOO EHLQJ DQG KHOS WKHP EHWWHU FRQWURO EHQHÀW FRVWV EMAIL 3257$/6 VIDEO ,175$1(7 7(;7 0(66$*,1* 35,17 Reach your audience Channels Enrollment Communications Assets ',*,7$/ 60$57*8,'(6 Consumerism & Wellness Campaigns 1(:6/(77(56 INFOGRAPHICS 35,17(' *8,'(6 FLYERS 3267&$5'6 For more information visit corpsyn.com or call 877.426.7779 1 (EALTH,ITERACY2ESEARCHAND0RACTICE h3IGNIlCANT$ISPARITIES%XISTIN#ONSUMER(EALTH)NSURANCE,ITERACY )MPLICATIONSFOR(EALTH#ARE2EFORMv 2 Zywave Broker Services Survey, 2021 3 )!!)NSTITUTE h/VERPAYINGANDUNDERSAVING #ORRELATEDMISTAKESINRETIREMENTSAVINGANDHEALTHINSURANCECHOICESv All rights reserved. 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WELLNESS WELLNESS Our wellness campaigns align workforce health objectives with the employer’s long-term EXVLQHVV DQG ÀQDQFLDO JRDOV Corporate Synergies’ metrics-driven employee wellness and disease management programs promote informed behaviors and personal HQJDJHPHQW LQ VXSSRUW RI LPSURYHG RUJDQL]DWLRQDO KHDOWK Our in-house strategists develop programs that emphasize taking personal responsibility for health, heighten engagement in the wellness process and LQFUHDVH KHDOWKFDUH FRQVXPHULVP ENCOURAGING HEALTHY BEHAVIORS $ KHDOWK\ EXVLQHVV EHJLQV DQG HQGV ZLWK D KHDOWK\ ZRUNIRUFH :HOOQHVV programs help keep employees productive and reduce the number of costly FODLPV Health risk assessments and screenings can identify costly conditions and promote early intervention through smartly designed and executed disease PDQDJHPHQW SURJUDPV /LIHVW\OH PDQDJHPHQW SURJUDPV FDQ UHGXFH ULVN factors and encourage healthy behavio UV OLNH EDODQFHG QXWULWLRQ DQG H[HUFLVH YOUR WELLNESS HUB Our wellness programs are designed to create enduring cultural changes tied GLUHFWO\ WR \RXU KHDOWKFDUH VWUDWHJ\ AN INCLUSIVE, AUTHENTIC APPROACH TO WELL-BEING :,7+ 7+( 5,*+7 3$571(5 $36.4 billion is lost by US employers from employee absences due to 5 chronic diseases RU ULVN IDFWRUV 1 For every $1 spent on wellness programs: Medical costs fell by $3.27 and absenteeism costs fell by $2.73 2 57 % of employers offer a ZHOOQHVV SURJUDP 3 WELLNESS STRATEGY & FLEXIBILITY :KHWKHU GHVLJQLQJ DQ HQJDJHPHQW FDPSDLJQ WR SURPRWH H[LVWLQJ SURJUDPV or building a robust program from the ground up, Corporate Synergies is your VWUDWHJLF ZHOOQHVV KXE :H FDQ FRRUGLQDWH \RXU ZHOOQHVV LQLWLDWLYHV EHQHÀWV SODQ DQG WKH GDWD WKDW FRQQHFW LW DOO After a consultation to review goals and objectives, short- and long-term strategies can be developed to meet your organization’s unique needs and budget, including: Q &RVW GULYHU LGHQWLÀFDWLRQ Q Campaign strategy consultation/design Q Campaign components/communication Q ([HFXWLRQ VXSSRUW CURATED WELLNESS From platforms to vendors, there are an overwhelming number of choices to make ZKHQ GHVLJQLQJ D ZHOOQHVV SURJUDP &RUSRUDWH 6\QHUJLHV VSHFLDOL]HV LQ FRQQHFWLQJ \RX ZLWK WKH ULJKW SDUWQHUV IRU \RXU VWUDWHJ\ Our industry experts provide vetted vendor and platform recommendations to LGHQWLI\ \RXU SHUIHFW SDUWQHUV :H FDQ DOVR JHQHUDWH UHTXHVWV IRU SURSRVDOV IRU WKH ULJKW ZHOOQHVV SURYLGHUV Our wellness communications campaigns make health and well-being a powerful, SHUVRQDO H[SHULHQFH $V \RXU SDUWQHU ZH FDQ GHYHORS FDPSDLJQV WKDW Q (GXFDWH DQG HQJDJH HPSOR\HHV WRZDUG LQIRUPHG KHDOWK EHKDYLRUV DQG EHQHÀWV consumerism Q /HYHUDJH WKH XVH RI LQFHQWLYHV WR HQFRXUDJH SDUWLFLSDWLRQ Q Use metrics to track and measure the initiative over time Q Delivers a measurable value/return on investment SUPPORTIVE TECHNOLOGY & DATA ANALYSIS Your platform should seamlessly integrate your organization’s population, mission DQG FXOWXUH ZLWK \RXU ZHOOQHVV GLVHDVH PDQDJHPHQW DQG EHQHÀWV VWUDWHJLHV :H DOLJQ ZHOOQHVV SURYLGHUV ZLWK VFDODEOH WHFKQRORJ\ VROXWLRQV WR ÀW DQG JURZ ZLWK DQ\ VL]H ZHOOQHVV SURJUDP All health, wellness and claims data can be integrated across your entire RUJDQL]DWLRQ 7KLV SURYLGHV XQULYDOHG LQVLJKWV WKDW FDQ KHOS NHHS \RXU ZRUNIRUFH DQG ERWWRP OLQH KHDOWKLHU 1 8 6 &HQWHUV IRU 'LVHDVH &RQWURO DQG 3UHYHQWLRQ ´:RUNSODFH +HDOWK 3URPRWLRQµ 2 +HDOWK$IIDLUV ´:RUNSODFH :HOOQHVV 3URJUDPV &DQ *HQHUDWH 6DYLQJVµ 3 $ÁDF :RUN)RUFHV 5HSRUW For more information visit corpsyn.com or call 877.426.7779 All rights reserved. Corporate Synergies Group, LLC California license #: 0E77919 NOTE: This is not intended to be tax or legal advice. Please consult your tax or legal advisor. Certain services are subject to an additional brokerage and consulting fee and are not available in all jurisdictions. GIVING BACK OUR CARES PROGRAM The Corporate Synergies CARES Committee is comprised of charitable-minded employees working toward civic leadership for our clients & local communities. With the aid of our enthusiastic members, we pay it forward to our nonprofit clients, local communities and each other, through charitable missions, employee support efforts, and fun breaks & activities. PAYING IT FORWARD “Thank you again for inviting the CARES Committee to participate in our Toy Drive this year! Your team was so incredibly generous and really helped us reach our goals for collecting toys!” — Foster the Family toy drive “Thank you for your generosity in ensuring each child can grow and learn to their fullest potential this upcoming school year.” — Acenda, Inc., backpack drive “We are all very grateful for this donation! We love the partnership we have with Corporate Synergies and look forward to continued collaboration.” — World Relief, fundraiser 2022 “Thank you so much! You have no idea how much we appreciate the support from you and your entire team! Your generosity to our families in need will not be forgotten.” — Drueding Center toy drive 2022 MAKING A DIFFERENCE MAKING A DIFFERENCE CIVIC & CHARITABLE Paying it forward with a focus on health, wellness and nutrition. Our 2024 past and current missions include: Helping Hands warm winter essentials collection Hope Loves Company Chocolate Meltdown volunteers Acenda Integrated Health backpack drive American Foundation for Suicide Prevention overnight walk Joseph’s House meal prep American Red Cross blood drive Lion’s Clubs International used eyeglass collection Animal Welfare Association volunteers Cathedral Kitchen food donations, meal prep & volunteers Mastery Schools coat drive One Sandwich at a Time meal prep Children’s Choice toy drive Operation Gratitude greeting card collection Philabundance Campout for Hunger food drive Ronald McDonald House of Southern NJ can tab collection, fundraiser & dinner service Rutgers Dress for Success clothing drive Children’s Hospital of Philadelphia Parkway Run & Walk City of Camden Trunk or Treat Drueding Center toy drive Easterseals Northeast Central Florida wish list Feed My Starving Children meal prep Food Bank of South Jersey tote bag donations For the Love of Pete’s Pantry blessing bags collection/packing Foster the Family 5K Walk/Fun Run and toy drive So Others May Eat golf outing Unforgotten Haven toiletries collection United Cerebral Palsy of Long Island Brushstrokes notecard sale United Ukrainian American Relief Committee volunteers God’s Love We Deliver meal prep Got Sneakers recyclable collection Walk to End Lupus Now Habitat for Humanity site build World Relief fundraiser COMFORT & JOY Recognizing, supporting & advancing our teams. Pausing for vital mental breaks. Our 2024 support & events include: Eldercare articles Birthday Bonuses Take Your Child to Work Day Appreciation Breakfasts/Lunches Summer Water Challenge Random Raffles Ice Cream Social with Sr. Leaders Budgeting & Savings Tips Spirit Week & Holiday Parties
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