How the audit works
A free, structured way to pressure-test your employee benefits before your next renewal — with peer benchmarks and a printable report.
1. You answer about 5 minutes of questions
Company basics, what you offer today, what's frustrating, how your broker is supporting you, and renewal timing. Numbers can be approximate — directional is fine.
2. We score the audit and build your report
You get a benefits health score, 7 category scores (cost risk, renewal urgency, competitiveness, retention risk, broker support, alternative-strategy fit, tax-credit fit), peer benchmarks for your employee size band, an estimated dollar impact of your last increase, and a list of questions to take into your next broker conversation.
3. You decide what to do next
Print or save the report, share it with your existing broker, or request a free review with a licensed advisor. There's no obligation to switch brokers or buy anything.
What this is not
- It is not a quote. Real quotes require a full census and carrier proposals.
- It is not legal, tax, financial, or insurance advice.
- It is not a tool to push you into a specific carrier or broker.