Our proven 5-step process for transforming your employee benefits
Free, no obligation
We start by understanding your business, your current benefits situation, and your goals. What's working? What's not? What would success look like? This conversation helps us determine if we're a good fit for each other.
Deep dive into your situation
We analyze your current costs, coverage, and utilization patterns. We benchmark against similar businesses to identify opportunities. We look at industry trends and best practices. This analysis forms the foundation for our recommendations.
Tailored solution with savings projections
We present a customized benefits package designed specifically for your business. You'll see exactly what's included, what it costs, and how much you'll save. We provide multiple options so you can choose the right balance of coverage and cost.
Complete setup and employee communication
We handle all the heavy lifting. Setting up accounts, enrolling employees, creating communication materials, and training your team. We make the transition as smooth as possible so you can focus on running your business.
Continuous monitoring and optimization
Our relationship doesn't end at implementation. We continuously monitor your plan performance, address issues as they arise, help with employee questions, and look for opportunities to improve and optimize. You have direct access to our team whenever you need us.
You see every claim, every cost, every decision. We provide complete transparency into where your money goes and what you're getting for it. No hidden fees, no surprises, no smoke and mirrors.
All our partner vendors are held to fiduciary standards, meaning they must act in your best interest—not theirs. This is fundamental to how we operate.
We use analytics and benchmarking to identify opportunities and make recommendations. Our proposals are based on real data, not gut feelings or industry conventions.
We only work with industry-leading vendors who meet our quality standards and share our commitment to client success. Your benefits are backed by A+ rated reinsurance.
15-25% cost reduction in first year, with potential for 45% savings by year three
Better access to care, more choices, and reduced out-of-pocket costs
Proactive health management and preventive care programs
Streamlined administration and dedicated support from our team
Initial consultation, data gathering, comprehensive analysis of current situation
Custom benefits package design, cost modeling, savings projections
Proposal presentation, feedback incorporation, final plan approval
Account setup, vendor coordination, employee communication, enrollment
Benefits activation, final training, post-launch support
Performance monitoring, optimization, employee support, annual planning
Note: This process applies whether you're working with us through Jasper Benefits, SASA Benefits, or directly with Steele Financial Group. Timeline may vary based on your specific situation and needs.
Schedule your free consultation today