We look beyond the trend to create a complete benefits experience beyond expectations. We drive meaningful solutions that have direct bearing on employee satisfaction.

Insight, Experience, and Committment to You.


As benefit advisers, we understand the tightrope employers walk in an attempt to meet employee expectations while building an aggressive model to contain costs and guide participants towards healthier lifestyle choices.

As a trusted partner, we hold to a daily mission of conveying passion and determination while delivering exemplary service and strategic, best-in-class solutions. Our team members proactively provide innovative recommendations that place our clients on a peak-performer track.


While employers must maintain focus on aggressive near-term cost management solutions, longer-term strategies must be deployed which tackle employer challenges.

Piper Jordan’s Benefit Brokerage practice attacks these challenges by providing a holistic assessment of the entire organization and carefully developing health and productivity strategies which are far ahead of mainstream trends.


Our insightful suite of reports includes quantification of financial results, as well as ongoing analysis of emerging trends, population health and more.

We provide monthly executive dashboards and robust quarterly reports that dive deep into your plan design, network utilization, cost drivers and trends, and we make meaningful recommendations for new and innovative vendor services that will have an impact on plan performance.


We diligently run full analyses of claims experience, funding methods, and other trend components to identify cost drivers and create strategies around them.

Cost projections are used to finalize plan designs, wellness strategies, and cost-containment programs. Our Analysts work with Milliman on extensive actuarial reviews to accurately estimate future liabilities and forecast obligations and reserves, allowing us to expertly forecast cost trend years out.


Renewal planning is an inherent component of our service model. It is the backdrop to our continuous monitoring of plan performance. We report on plan performance on a monthly and quarterly basis throughout the rate guarantee and are well-positioned to anticipate a vendor’s renewal often up to a year in advance.


Our compliance services include proactive advice, analysis, and support on federal and state laws relevant to client plans with guidance on developing compliance strategies.

Support for ERISA, HIPAA, COBRA, and ACA is included in our suite of services.


Our team is entirely intertwined with our clients’ teams. We own all escalations, vendor management, troubleshooting, and member advocacy.

Our advanced Escalation control system and client database allows us to easily monitor and report on ongoing issue resolution. We settle claims and administrative issues with ease.

Cost Containment

We implement guidance and advice on current (and future) marketplace trends and innovations. We annualy benchmark groups against their industry-related peers.

When needed, we invoke cost-saving interventions and postulate alternative plan offerings as well as wellness & financial initiatives.


Providing diverse communication is the key to a successful implementation and enrollment campaign. We motivate, educate and support employees throughout the entire enrollment process and beyond.

Our cutting-edge, customized benefits microsites, company-branded mail communications, and email and text campaigns are designed, hosted and deployed by our in-house communications team.

We do it all: from concept and design to print and fulfillment.

We're an extension of your Benefits Department.

We strive to make a difference every day and hold to the Piper Jordan Value's Promise


Passion & Solutions

We value passion, determination, and the sense of urgency. We embrace change and drive forward-thinking solutions well before strategies are accepted as mainstream trends; thereby reducing client risk.

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We pursue growth and learning, share expertise, and create differences in the lives of our clients and their employees.

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Service & Inspiration

We serve as an extension of our clients’ benefit departments; delivering exemplary customer service. We are inspired because we believe in what we are doing and where we are going.

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