Unlock Extra Value for Your Clients
Let’s Partner
Joint Discussions
We can join you in discussions with the plan sponsor, leveraging our expertise to find the best solutions.
Pricing and Analysis
We can take the lead on pricing, carrier responses, and analysis, providing you with valuable insights for informed decision-making.
Client Engagement
We work closely with you to craft the proposal then we take a supportive role, either stepping back or standing alongside you, enabling you to engage directly with your clients and determine the best way forward.
Navigating Group Retiree Healthcare: Latest Insights for Consultants
Explore 2024 insights and trends that are impacting the Medicare industry for you and your clients.
Broker & Consultant Flyer
Learn how we support your services, enabling you to deliver even greater value to your clients.
Case Study #1
For consultants like Mark Lynne from Bolton Health, finding a partner who comprehends the nuances of Medicare and group retiree benefits, while also respecting their expertise and involving them in the analysis and problem-solving process, can be a challenge.
RetireeFirst worked with Mark to help two clients who were looking to provide their retirees with cost-efficient healthcare without impacting the fund or service provided. By offering flexible working models and a non-competitive approach, RetireeFirst has become a trusted partner in delivering a niche expertise and unmatched advocacy to clients.
Case Study #2
Two mid-sized Massachusetts municipalities, the City of Lynn and City of Fall River, were facing a myriad of financial and administrative challenges.
Upon review, a major contributing factor identified that many of their public sector retirees did not qualify for Medicare due to not having paid into it while they were actively working.
Rather than take on such a great administrative burden and force the retiree’s to pay penalties in order to move them to a Medicare plan, these municipalities relied on RetireeFirst and a consultant to provide a stress-free migration process for retirees.
Blog: The Group Retiree Post 65 Challenge
In the dynamic world of group health retiree benefits, consultants face unique challenges in serving clients in the specialized area of Medicare eligible group benefit strategies and plans. At RetireeFirst, we understand these challenges and have designed comprehensive solutions to help consultants overcome them. Our experience and expertise can support you in delivering enhanced services and solutions to your clients.
Specialized Expertise
Leverage our deep market intelligence, pricing insights, and carrier contracts to offer enhanced products and solutions to your clients.
Differentiation
Stand out from the competition by partnering with RetireeFirst, reinforcing your position as a trusted advisor.
Client Retention and Growth
Our collaboration can help you retain existing clients and attract new ones, positioning you as a valuable resource in the Medicare landscape.
Save Time, Drive More Value
With back-office, turn-key retiree Medicare expertise, support, and carrier bid services, you can free up your in-house resources to focus on other areas to best serve your clients.
Peter Abitanto
Partner, Senior Consultant, Taft-Hartley & Labor Practice | Connor Strong & Buckelew
"RetireeFirst provides specialized expertise in assisting and supporting our clients in navigating the complexities of Medicare Advantage coverage. From quoting to implementation, RetireeFirst takes care of every aspect, delivering end-to-end support in obtaining the right medical and prescription retiree benefits at a more favorable cost. We value our partnership with RetireeFirst as they serve as an extension of our services, ensuring our clients' retirees receive the exceptional level of benefits they deserve with ongoing support and service. You don’t need to be an expert in Medicare if you partner with RetireeFirst."
Jack Byrnes
Vice President, Sales - Public and Labor Segment | Source 1 Benefits
“RetireeFirst’s Advocates are a shining example of exceptional service. They go above and beyond to advocate for our members, ensuring that any problems are solved, follow-ups are done, and the loop is closed. With RetireeFirst, members have a dedicated advocate on their side who always puts their best foot forward to make them shine. The value of working with RetireeFirst is clear – you get access to quality people who are committed to working on your behalf. We receive feedback all the time from our members, and it’s clear that the Advocates are making a significant impact.”
Mark Lynne
Principal and Vice President | Bolton Health
“What RetireeFirst is doing is helping clients find a solution that is going to work for everybody. The consultant is going to look good finding RetireeFirst, the plan sponsor is happy with the financials, and the retiree is taken care of by a compassionate team of advocates.”
