Underwriting, Forecasting & Analysis

Do your benefit program costs align with your corporate budget? We know, you need employee benefits solutions that deliver value and meet financial expectations. That’s why The Fedeli Group’s underwriting employee benefit solutions team works in tandem finance and human resources to design a plan that makes sense for your business.

Our Objective

Taking a holistic approach. Several of our analysts are former insurance company underwriters, so they bring this mindset to the table when helping you make employee benefits decisions.  And, we take a comprehensive analysis approach that includes evaluating data, standard carrier reporting, custom report requests and The Fedeli Group data warehouse. By combining financial and clinical analysis, we can deliver the best possible employee benefits that suit your budget.

Our analytics team is equipped to perform an array of underwriting, financial and clinical analysis services, including:

  • Premium rate calculations
  • Initial and ongoing claims reserve calculations
  • Annual funding projections
  • Actuarial support (using outside enrolled actuaries)
  • Risk analysis and risk protection recommendations
  • Monthly claim reporting, including stop loss settlement
  • Benchmarking reports
  • Board Level Stewardship Reports

The Fedeli Group Difference.  Insurance underwriters respect our quantitative approach to negotiating—we do more than share a spreadsheet of competitive data. Find out how this can benefit your organization.

Want to make sure you’re maximizing all forecasting and budgeting?

Fill out the form below & someone from our team will be in touch!

Stay In the Know

We’re committed to providing you with the most up-to-date news from around the industry.

Agencies Release Proposed Regulations on Fixed Indemnity Insurance, Seek Comments on Level Funded Plans

Read More

FICA Reduction Redux – IRS Issues Guidance on Wellness Indemnity Payments

Read More

REMINDER: PCORI Fees Due By July 31, 2023

Read More

Our mission is to help clients protect assets and enhance employee outcomes through the delivery of exceptional risk management and employee benefit consulting services and products.

Copyright © 2023 The Fedeli Group