Revitalize Your Benefits Plan
Expert group benefits guidance to manage your costs and take care of your people.
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Strategic Plan Design
No Cost Surprises
Steadfast Support
You know it’s time for change when…
- Your rates are climbing without explanation
- When problems surface, you feel neglected by your advisor and/or carrier
- Your people don’t have the coverage they want and need
- Chasing answers from your insurance carrier eats up your time
- You haven’t received reporting or analysis
- Denied claims are creating frustration for everyone
- You feel unsupported in managing disability claims
- It’s uncertain which coverage is most valuable to your team
But making a change feels like a full-time job.
(And you already have one of those.)
Here’s the kicker:
The Lowest Rate Doesn’t Always Save You Money
Sure, you can get your own quotes. But do you have the time and expertise to dig into the true costs and value for the long term? If you’re like most overloaded leaders, that’s a no.
At Navy & Sage, analyzing needs, interpreting reports, forecasting costs… that’s our idea of a good time.
(And our expertise.)
Start with a Call
You deserve Guidance and Advocacy throughout the life of your plan
Comprehensive
Analysis
Without proper investigation, you can’t have the full picture. We’ll dive deep into reporting and evaluate your current plan so you can strategize your next move. Rely on thorough exploration and accurate results for confident decision-making.
Creative Plan
Design
We take the time to understand your people and priorities, then present you with the best options available – we know them all inside and out. You’ll get recommendations that match your priorities so you don’t have to waste time weeding through quotes.
Continuous
Support
From detailed reporting to negotiating renewals, we’ve got your back for today and tomorrow. And If claims issues arise, every one of your members has a direct line to our office. We solve problems so you don’t have to.
We’re Restoring Trust as Your Benefits Partner
From municipalities to wineries and credit unions to education, manufacturing, service and everything in between, we guide all types and sizes of employers through the ins and outs of benefits planning and administration. With Navy & Sage, you see your advisor face to face and gain a reliable partner and collaborator who makes everything from reporting to budgeting simpler, clearer, and more accurate.
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We get it.
You want to give your people the best thing you can get your hands on, while ensuring the numbers still work.
“Our clients are experts at what they do and deserve an expert partner who will have their back from day one. No organization can afford to leave money on the table or lose talent because of subpar benefits. Yes, change is hard, but we make it simpler. At the end of the day, our clients know they are getting the best plans for their budget and support that make their lives easier.”
– Corrie & Terri
Meet Our Team
Getting started is simpler than you might think
1. Let’s talk
It all starts with a conversation. We want to hear your story and what’s keeping you up at night.
2. We’ll review your plan
Understanding your diverse needs and priorities, we’ll make recommendations that align with your cultural goals and financial realities.
3. Have everything you need to make a wise decision (and look like a hero!)
Imagine having clarity and confidence about the benefits path you choose. Plus, the reliable support is just another stress-relieving perk (for everyone.)
Start with a Call
Employee Benefits
We help you create a unique benefits plan that works for you and your employees. There isn’t a one size fits all approach to benefits and we understand that every company requires different options.
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Health &
Wellness
Staying healthy and living a wellness inspired life is important to us, our clients and the health of our futures. We offer unique solutions for wellness challenges to fit all budgets and workplaces.
Group
Retirement
We provide group retirement options that work for your specific needs. From pension plans to tax-free savings accounts, we help your employees feel relaxed about their financial wellness.
Human
Resources
We provide helpful, creative and practical services and solutions for your human resource needs. From performance management coaching to policy creation, we work with you to better your team of talent.
Words from our Valued Partners
No one should feel frustrated with their benefits plan or advisor, especially the leader who chooses them.
We understand the responsibility you carry, which is why we partner with decision-makers like you to eliminate confusion and create a simple path to the right plan. So let’s start with a conversation. You can stop feeling frustrated and under-supported with what you have in place today. Instead, let’s design a cost-saving insurance plan that makes your employees feel seen, valued and protected.
Start with a Call
