Case Study: Assurance (a Marsh & McLennan Agency company) achieves significant health care cost savings and improved client retention with Benefitfocus Benefitplace Health Insights

Turning Insights into Action at Assurance Agency

Assurance, a Marsh & McLennan Agency regional brokerage, helps employers manage risk and benefits but faced a competitive market where clients demand clear, data-driven advice to control health care spending. Relying on limited claims data and manual spreadsheets, Assurance lacked the benchmarking and analytics needed to give employers actionable recommendations and to differentiate its services.

In 2015 Assurance implemented Benefitfocus Benefitplace Health Insights, branded as Assurance Data Insights (“Turning Insights into Action”), adding Johns Hopkins ACG benchmarking, near–real-time cost tracking, and archived data access. The analytics enabled targeted interventions and measurable outcomes — including a 45% reduction in prescription costs, a 40% increase in HSA participation, $47,000 fewer ER claim costs, and $20K in medical plan savings without changing carriers — improving customer satisfaction, retention and new-business wins.

Assurance Agency

Rachel Uhrig

Senior Financial Analyst