Our Approach
We are changing
everything.
Most insurance agents only look at their piece of the puzzle. We offer our clients the whole picture and work with them to help them decide how best to meet their needs. We saw a better way.
The traditional approach...
The industry is not built to serve the needs of smaller organizations.
vs.
The Stewarded. approach...
We saw an easier way. Our approach is simply to change the industry.
Traditional OFFERINGS
Offer only my products.
Talk about the options you sell as if nothing else exists. This applies to traditional group insurance (HMO, PPO…), HRA’s, Ministry Sharing Plans, and MarketPlace providers.
Stewarded. OFFERINGS
Offer it all.
Help smaller organizations get what they need and see options across the industry. Do not rely on agency commissions. Rely on service.
Traditional OPTIONS
Downplay combinations.
Challenge the validity of offerings you do not sell. Make combining solutions sound difficult and risky.
Stewarded. OPTIONS
Create win-win combinations.
Employees have very different insurance needs, from a little to a lot. Help leadership frame up the right options and budget. Put the power to choose in the employee’s hands.
Traditional CUSTOMER SERVICE
Outsource service to the carrier.
Get customer’s employees in the system and defer to the insurance company for everything.
Stewarded. CUSTOM SERVICE
Serve the employees.
Help employees choose the right plan and be their liaison with the insurance companies. Provide them with tech tools to manage bills and reimbursements.
Traditional BETWEEN RENEWALS
Look up next year's pricing.
Wait for a year and advise customers about their options and unfortunate price increase.
Stewarded. BETWEEN RENEWALS
Carry the load.
Work to keep our clients out of the insurance business. Take work off their plate and help them get the most out
of renewals.
Carry the load, so they can focus on the mission.
This is the future of benefit management
The traditional approach...
The industry is not built to serve the needs of smaller organizations.
Traditional OFFERINGS
Offer only my products.
Talk about the options you sell as if nothing else exists. This applies to traditional group insurance (HMO, PPO…), HRA’s, Ministry Sharing Plans, and MarketPlace providers.
Traditional OPTIONS
Downplay combinations.
Challenge the validity of offerings you do not sell. Make combining solutions sound difficult and risky.
Traditional CUSTOMER SERVICE
Outsource service to the carrier.
Get customer’s employees in the system and defer to the insurance company for everything.
Traditional BETWEEN RENEWALS
Look up next year's pricing.
Wait for a year and advise customers about their options and unfortunate price increase.
The Stewarded. approach...
We saw an easier way. Our approach is simply to change the industry.
Stewarded. OFFERINGS
Offer it all.
Help smaller organizations get what they need and see options across the industry. Do not rely on agency commissions. Rely on service.
Stewarded. OPTIONS
Create win-win combinations.
Employees have very different insurance needs, from a little to a lot. Help leadership frame up the right options and budget. Put the power to choose in the employee’s hands.
Stewarded. CUSTOM SERVICE
Serve the employees.
Help employees choose the right plan and be their liaison with the insurance companies. Provide them with tech tools to manage bills and reimbursements.
Stewarded. BETWEEN RENEWALS
Carry the load.
Work to keep our clients out of the insurance business. Take work off their plate and help them get the most out
of renewals.
Carry the load, so they can focus on the mission.
This is the future of benefit management
How to get started.
Discovery Session
Speak with an advisor for a free, 30-minute discovery consultation to discuss your teams needs, goals, & dynamics.
Strategy Delivery
We review the strategic solution for your insurance plan with your key stakeholders to ensure confidence in our next steps.
Supported Enrollment
We meet with each employee personally to help them choose the options in the plan that works best for them.
Proactive Administration
We support the oversight of the plan for each employee and carry the load for you so you can focus on the mission.
Services
Group Health Reimbursement
Traditional Group Insurance
Ministry Sharing Plans
Additional Coverages
Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), an investment adviser registered with the SEC. Stewarded. and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
Lion Street ADV2, Lion Street CRS
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