Blog Layout

Empowering Benefit Advisors to serve better with Tailored Coverage

Mike Rohlmeier • July 24, 2023

Empowered to serve better

Are you tired of cookie-cutter insurance plans that don't meet your clients' specific needs? As a benefit advisor, you understand the importance of providing tailored coverage options and flexibility to your clients. That's where level funded insurance comes into play, breaking the mold and offering unparalleled benefits. 


Level funded insurance allows benefit advisors to give control over plan design and coverage options back to the plan sponsor, not the carrier. Unlike traditional insurance plans with rigid structures, level funded insurance offers the flexibility to customize plans based on the unique needs of each client. Whether it's adjusting deductibles, co-pays, or specific coverage areas, benefit advisors can tailor the insurance plans to align perfectly with their clients' requirements. This level of customization ensures clients receive the coverage they truly need, enhancing their overall satisfaction.


One of the key advantages of level funded insurance is the access to transparent claims data. Benefit advisors can obtain detailed insights into their clients' claims history, allowing them to make informed decisions regarding plan adjustments and cost management. By analyzing the claims data, benefit advisors can identify trends, pinpoint areas of high utilization, and recommend strategies to mitigate future risks. This data-driven approach enables advisors to optimize coverage plans, resulting in better outcomes for clients and potential cost savings.


Level funded insurance simplifies the administrative processes for benefit advisors. With streamlined administration tools and dedicated support, advisors can efficiently manage their clients' insurance plans. From enrollment and claims processing to billing and reporting, level funded insurance providers should offer user-friendly platforms that streamline the entire process. This allows benefit advisors to focus more on building relationships with their clients and delivering exceptional service, rather than getting bogged down by administrative tasks.


It is crucial for benefit advisors to embrace innovation and differentiation. Level funded insurance provides a unique opportunity to stand out from the competition and offer something truly valuable to your clients. By leveraging the flexibility, transparency, and streamlined administration offered by level funded insurance, benefit advisors can position themselves as trusted advisors who go above and beyond to meet their clients' needs.


Level funded insurance is a game-changer for benefit advisors. It empowers advisors to gain control over plan design, access transparent claims data, and streamline administrative processes. By offering level funded insurance where it fits, benefit advisors can differentiate themselves in the market, deliver tailored coverage options, and drive exceptional outcomes for their clients. So, take the leap towards innovation and differentiation, and discover how level funded insurance can transform your role as a benefit advisor. 


To start your journey towards empowering your clients with level funded insurance connect with me at
mike@carepathbenefits.com or 1-888-750-0953.


By Mike Rohlmeier December 18, 2023
It's a present that keeps on giving, ensuring a healthier and financially secure future.
By Mike Rohlmeier December 11, 2023
Level funded health plans offer a compelling alternative to traditional insurance options.
By Mike Rohlmeier December 4, 2023
By embracing Level Funded Plans, your business can steer clear of the financial turbulence.
By Mike Rohlmeier November 27, 2023
Level funded health plans are evolving to offer businesses and employees a range of benefits.
By Mike Rohlmeier November 20, 2023
A well-prepared open enrollment strategy is the key to a successful benefits enrollment season.
By Mike Rohlmeier November 13, 2023
Transparency fosters trust in the healthcare industry.
By Mike Rohlmeier November 6, 2023
Understanding Seasonal Affective Disorder (SAD) 
By Mike Rohlmeier October 30, 2023
Conquer Rising Premiums with Level Funded Insurance
By Mike Rohlmeier October 23, 2023
It's all connected...know how it impacts your clients.
By Mike Rohlmeier October 16, 2023
Know your data and its value.
More Posts
Share by: