How we work for you
Step 1 - Client Discovery
Health insurance is an important part of any employee benefits program.
OakTree Concepts reviews your current benefit programs and identifies areas for potential improvement.
Step 2 - Planning
At OakTree Concepts we believe the renewal process starts sooner than when your renewal is available. We begin renewal discussions 6 months into the current plan year.
Planning for large expenditures that impact the bottom line is key. Concerns regarding budget increases, enhancements to existing benefit programs, and new opportunities in health insurance can ease the stress faced at renewal time.
Step 3 - Execution
When we think big picture for our health insurance needs, we must ask ... Who is controlling healthcare costs?
If the objective is to control costs, we identify ways to accomplish that goal.