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Turning Vision Into Action for Over 20 Years

Changing your insurance advisor can feel overwhelming.

At MIS we make that transition easy, with decades of experience serving the business community. To find the right coverage for your business you need to look beyond the lowest cost on a spreadsheet. Just as you are, your company is also unique and faces challenges you may not have known even existed. To uncover these roadblocks, we use our proprietary Mindful Methodology System™️, a proven framework for proactive and client centric solutions.


Our Mindful Methodology™️ allows us to uncover gaps in coverage, identify cost-saving opportunities, and recommend innovative solutions; all without adding an administrative burden to your team. It adapts to your environment and goals, from improving the well-being of your employees all the way to increasing the company’s bottom line. Depending on your goals, our solutions may include:

  • Benefits Overhaul
  • Business Restructuring
  • Workers’ Compensation Reclassification
  • Asset Realignment


Every organization is different, and that’s why our approach is never one-size-fits-all. We tailor every strategy to meet your specific challenges and opportunities. 

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Wholistic Mindful Analysis

The Wholistic Analysis the starting point for all new clients. Our complete and thorough analysis begins by reviewing the goals, risks and structure of your organization. We then review what commodities, services and technology are in place. Next, we analyze all of these and evaluate the assets of the organization to ensure that the commodities are aligned with the organization to maximize its risk, costs, and well-being.

Our Innovative Recommendations

Based on our Wholistic Mindful Analysis results, we create a set of tailored and innovative solutions customized to your organization. These are created with budgetary constraints and cost control measures in mind.

Implementation of Mindful Strategies

Once our innovative tailored recommendations are approved, we implement these Mindful Strategies throughout your organization. Depending on each change, we may involve key personnel where applicable.

Transparent Review

After the Mindful Strategies are implemented, we conduct a transparent review of our tailored solutions and services for your organization. We make adjustments that are key to reach the goals that have been set.

Annual Performance Report

In our Annual Performance Report, we review what has been accomplished over the last year. We may adjust the recommendations and strategies based on results of the Performance Report or continue them as planned. We also may introduce new Innovative strategies for the upcoming year based on changes in the law, latest technologies, services and trends that can benefit the organization.

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“Thanks to the Mindful team, we reduced our employee benefits spend by 12% while increasing participation."

       -Placer Community Action Council

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