Seeing Is Believing
"It's too good to be true.... That can't be real.... How is that possible?" Real stories from real clients reflect what happens when strategy, compassion, and deep expertise intersect.
These clients took a chance by allowing Mindful Insurance Solutions to become their benefits broker, and the results have been amazing! These are their Mindful Results.
Leveraging Assets for Sustainable Growth
“I am so impressed with the Mindful Methodology! Innovative and life-changing. We thank you for your work that has made it possible to add more than $80,000 into our operation budget.”
– Allison Tudor, Executive Director
Challenge
- Limited funding sources
- Increasing service demand
Solution
- Conducted Wholistic Mindful Analysis
- Identified and restructured underutilized real estate assets
Result
$81,000 added annually to the operations budget
Streamlining Systems, Building Reserves
“I had heard that the MINDFUL Methodology™ was worth it but this was beyond my expectations.”
– Matt Rogina, CEO
Challenge
- Multiple medical and dental carriers with disjointed billing
- Annual premium increases
- Paper-based employee onboarding
Solution
- Partially self-funded medical plan and fully self-insured dental plan
- Centralized onboarding system
- Consolidated all billing into one monthly invoice
Result
Created a $148,000 reserve
Streamlined operations and improved benefits
Healthier Employees, Healthier Budget
“Working with Mindful Insurance Solutions has been one of the best decisions I have made. We reduced our employees’ healthcare costs and increased their benefits! I highly recommend them.”
– Denyse Cardoza, Executive Director
Challenge
- Annual healthcare premium increases (8–12%)
- No control over plan design
- No premium returns or consolidated invoicing
Solution
- Tailored self-funded healthcare plan
- Implemented zero copay model
- Consolidated all insurance invoicing
Result
$52,000 in annual savings
No copays for staff
Greater cost control and enhanced benefits
Fighting Back Against Rising Workers’ Comp Costs
“We had an audit and our Worker’s Comp costs went through the roof! We are so grateful with Mindful Insurance Solutions for the work they did! Not only did our costs go down but on top of it, we save $18K per year!”
– Laura Sunday, Executive Director
Challenge
- Incorrect workers’ comp code reclassification during audit
- Policy cost projected to rise by 300%
Solution
- Submitted audit dispute letter
- Advised on organizational restructuring for proper classification
Result
25% annual savings
$18,000 recovered yearly
