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Employee benefits for San Diego businesses.

Group medical, dental, vision and life, built around what a company can sustain and what its people will actually use.


The plan has to survive contact with your payroll.

A benefits program that looks good in a spreadsheet and breaks the first month it meets real payroll is not a program, it is a proposal. Most of the work here is upstream of the quote: what the headcount actually does across a year, who is full time in practice rather than on paper, what the company can carry when a renewal comes back higher, and what employees will decline outright.

Carrier appointments are held directly, so the recommendation is not narrowed to whatever a single company happens to sell.

Two people reviewing work together at a bench in a small workshop.

What a group program can include.

Any line below can be placed on its own. Most companies build up over a few renewals rather than all at once.

  • Group medical. HMO, PPO and tiered network options, including the narrow network plans that make a premium survivable for a smaller employer.
  • Dental and vision. Often the two lines employees value most per dollar the company spends, and the easiest place to add perceived value cheaply.
  • Group life and AD&D. Employer paid basic cover, with voluntary supplemental amounts employees can elect for themselves and dependents.
  • Short and long term disability. Income protection when someone is hurt away from the job, which is where most of these claims actually come from.
  • Voluntary worksite lines. Accident, hospital and critical illness, employee funded, at no cost to the company. How worksite works.
  • Enrollment and re-enrollment. Meetings run on your shift schedule, in language that does not require a benefits background to follow.

Not tied to a carrier panel.

Strategy Matters is independent. The recommendation starts with what a company actually needs, not with a list of who we happen to represent already. Where a carrier is the right fit for a group and an appointment is not yet in place, that gets arranged, rather than steering you toward one that is.

If there is a carrier you already have a relationship with, or one your employees keep asking about, say so early. It is a starting point, not an obstacle.


Renewal season, handled early.

The difference between a manageable renewal and a bad one is usually how many weeks of warning you had.

Before the renewal lands

  • Current plan reviewed against what the census actually looks like now, not what it looked like at the last enrollment
  • Market checked across appointed carriers rather than defaulting to the incumbent
  • Contribution split modeled at more than one level so the company can see the trade before it has to make it

Through the plan year

  • New hires and terminations handled as they happen, not batched until something breaks
  • Claim and billing problems taken up with the carrier directly, by the same person who wrote the plan
  • A call in October gets answered in October, which is the season this is really judged on

Bring the renewal date and the headcount.

That is genuinely enough to start a useful conversation. There is no intake form to fill in and no discovery call before the discovery call.