For the health of your organization

If anything’s harder than running a business, it’s administering one – particularly employee benefits. So let Morgan Planning Group make your life a whole lot easier.

With the health care landscape in a state of constant, seismic change, it’s easy to feel overwhelmed by new product offerings and the torrent of rules and regulations accompanying health care reform.  But it doesn’t have to be that way. With Morgan Planning Group, you can focus on your core business, and we’ll make sure you’re covered on the compliance and benefits fronts.

It really is that easy. We marshal extensive experience and knowledge and complement it with total dedication and white-glove service to radically simplify the procurement and service of employee benefits.

Solutions for larger and smaller organizations

More than 50 employees

From unique regulations to negotiable pooled products, larger organizations deal with complex compliance issues and shifting variables in the benefits arena.

Fewer than 50 employees

Smaller businesses navigate an insurance landscape that is markedly different than the one faced by larger organizations. As a small business ourselves, we understand the special challenges you face, and we draw on our expertise and “in your shoes” insights to make life easier for you.

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• Strategic planning

• Benefits audits

• Identifying cost savings opportunities

• Competitive bidding and implementation

• Vendor liaison services

• Employer & employee enrollment documents

• Live census

• Change of employee information or termination documents

• COBRA administration

• Sourcing & design of HRIS & benefit enrollment systems

Specialized experience with professional practice groups

The Morgan Planning Group draws on a wealth of experience and insight into the specialized needs of professional practice groups. From legal firms to trucking companies, we simplify and streamline daily operations and help advance their long-term vision. Present and past clients include:

Law firms
Accounting practices
Trucking Companies
Construction & skilled labor
Printing & promotional companies
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Case Study

Expanding coverage, shrinking costs

150,000 in premium savings rate and renewal guarantee


We met with a potential large employer to review their benefit package and costs ahead of their next renewal. Upon review, we discovered large increases in some lines of their coverage year after year. Broker compensation was also much higher than normal market rates. The company needed to overhaul its benefit package.


We put together a comprehensive solution that reduced premium costs through competitive quoting and ensured greater predictability with multi-year rate guarantees. Since we utilize and quote with all major carriers instead of only a few, we could secure this through our market access to help the employer drive costs down and put broker compensation in line with groups of their size. We also came up with a comprehensive strategy to assist in the management of the client’s COBRA, FMLA, and benefit administration.


Delivering a package with better contract terms, rate and renewal guarantees, lower costs, and broker compensation in line with the industry saved the client over $150,000 in premiums over the next year compared to the renewals presented by their legacy provider. We also saved them time, money, and compliance headaches by taking away their in-house COBRA administration, outsourcing their FMLA, and assisting with benefits plan administration and employee communications.

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Our Library is your library

Morgan Planning Group clients have access to a wide array of resources to educate employees, assist HR personnel, promote wellness and advance your organizational vision. A sampling of topic areas:

  • Health care reform
  • Plan design
  • Compliance
  • Human Resources
  • Workplace wellness
  • Benefits communication

Tools for streamlining enrollment

Benefit enrollment is a lot easier when employees have all the information they need, presented in a manner they can understand.  We can provide your HR personnel with customized materials that cover all the bases, including:

  • Medical
  • Preventative care benefits
  • Dental
  • Vision
  • Short-term disability
  • Long-term disability
  • Life insurance
  • Premium payment details
  • Voluntary benefits
  • Required notices & disclosures

How we work

Morgan Planning Group brings fresh thinking to every client, creating custom insurance solutions through a process as simple as it is comprehensive.

We get to know you

Each client is unique. We take the time to understand where you’ve been, where you are, and what’s in your way.

We conduct a top-to-bottom review

Our analysis combines a detailed understanding of your financial situation relative to the benefits landscape.

We make recommendations

Our experts search the marketplace for products appropriate to your needs, and we present you with actionable solutions.

We execute your benefit strategy

Our attention to detail and close collaboration with your staff ensure smooth implementation.

We monitor your strategy to ensure it remains on target

Morgan Planning Group understands that your needs are always evolving, and we revise our recommendations accordingly.

We stand ready to act on your questions and concerns

Accessibility is a hallmark of the Morgan Planning Group, and we stand ready to provide answers and guidance.

Contact us with questions

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