Consulting Approach
The Affordable Care Act (ACA) dramatically reshaped both individual and group benefits. In an industry already challenged by constant regulatory changes, the impact of COVID-19 introduced new complexities, costs, and uncertainty.
In today’s dynamic landscape, the key question is:
Who should your company partner with and what products should you offer?
Many organizations face a decision between two common business models: the broker approach or the consultant approach. At Dylan Consulting, we bridge the gap with a hybrid model that delivers the best of both.
The Consulting Broker Approach™
Rather than choosing between transactional selling and strategic advising, our proprietary Consulting Broker Approach(tm) is a philosophy – not just a process. It integrates deep advisory expertise with practical, results-driven execution.
The Strategic Planning Method™
Our signature five-stage framework is designed to uncover needs, develop solutions, and manage performance from start to finish:
Preliminary Interview
- We begin by understanding your vision, values, and goals – and adopt them as our own. We assess your current position and introduce initial ideas for forward-looking solutions.
Discovery
- Through a comprehensive interview, financial philosophy assessment, and strategic blueprint, we identify priorities, strengths, and opportunities to shape your benefits strategy.
Design
- Our team collaborates with a wide network of specialists and advisors to analyze data, identify problems, and craft innovative, customized solutions that align with your goals.
Implementation
- We coordinate with your financial and legal advisors (as needed) to finalize documentation and ensure the proper execution of your plan – down to the last detail
Management
-
In the final phase, we establish service agreements, monitor performance, and remain actively engaged to adapt your plan as your needs evolve. We’re with you for the long haul.
See the Dylan Difference
We bring more than just insurance expertise - we bring an entrepreneurial mindset backed by vision, values, and a commitment to exceeding expectations.