The benefits package you offer to your employees is a critical strategic tool. The right mix of health and wellness benefits, retirement options, employer services, executive compensation strategies, and HR technology will attract and retain the right mix of employees for your business.

Our Approach to Strategic Benefits Planning

You shouldn't trust a stranger with your employee benefits program. That's why our approach starts by establishing a trusted relationship through the Alera Playbook Process. This approach to strategic benefits planning joins our many years of experience and expertise with your unique needs and goals. Our team will work with your organization to create a custom Alera Playbook - a clear, multi-year strategic plan with actionable steps to take your benefits plan from where it is today to where it needs to be in the future, keeping your mission and financial realities front and center. Moving forward, your Alera Playbook will guide your organization's benefit decisions, ultimately resulting in a greater return on investment for every dollar spent on your employee benefits programs.

To start the process, click the button below, tell us a bit about your organization, and one of our experts will be in touch!

Our Services and Capabilities



Simplify the day-to-day operations of your benefit programs, talent management systems, payroll, compliance requirements, employee engagement efforts and more.

Financial Reporting

Financial Reporting

Our unique analytics system offers a business approach to managing healthcare costs through continual analysis of risk and chronic disease.



We help you navigate through the complex landscape of healthcare legislation, regulation and reform.

HR Support

HR Support

We provide HR resources, claim and dependent audits, enrollment services, actuarial consulting and more.

Medicare and Individuals


Our Resource Center provides Medicare transition education, employee separation services, and more.

Employee Communication

Employee Communication

Using a variety of techniques based on your employee population, we implement communication strategies to increase engagement.

Client Communication

Client Communication

We establish a unique stewardship schedule to ensure your plan is achieving its goals and strategize as your business evolves.



We take a holistic approach to well-being program consultation including financial, social, mental, and physical health.

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Industry Specialties

While we are able to provide strong benefits packages across the board, we have extensive specialized experience in these industries.