Insuring successful businesses and the people who run them since 1974
Services Financial Analysis
Budgeting and Cost Reconciliation
 
As a routine part of our services, the C.M. Smith Agency helps our clients establish an overall group insurance budget consisting of total cost, employer cost and employee cost. In so doing, we establish accrual rates and review various employee contribution scenarios to achieve the employer's ultimate goals.

We also continually monitor emerging experience results relative to the plan year budget and periodically report back to the employer.

Can we help you in establishing and managing your group insurance budget?