Our client impact stories highlight how we help organizations solve challenges, improve outcomes, and achieve meaningful results. Explore real examples of strategic partnership, measurable impact, thoughtful plan design, cost savings, and client-focused service in action.
Client Results & Impact
Success Stories
Mining Corporation
Meeting a Client's
Multiple Needs
Higher Education
Non-Profit Large
Technology
Non-Profit Organization
Wellness Initiative Wins Client Healthiest
Employers Ranking
Compliance Audit Avoids $91,000 IRS Fine
New Technology Saves Time for HR and Improves Enrollment Accuracy
P&C Services for Our Employee Benefits Client
Claims Reprocessing Saves Member $16,000
Case Studies
Testimonials
"Working with you and your team has been one of the best decisions I've made since being with this organization."
Tom Parker
Chief Transformational Officer
Make-A-Wish Foundation
"Matt Moore and I had a lot of tough decisions to make getting Heart & Soul up and running. But one of the easiest calls was deciding that [Alera Group - Arizona] would be our Benefits Advisor partner."
Brad Casper
CEO and Co-Founder
Heart and Soul Marketing
"I have had the pleasure of working with [Alera Group - Arizona] for over 10 years now, and I can confidently say that their expertise and dedication have made a significant impact on our businesses. Over the course of our partnership, I have moved three companies to [Alera Group - Arizona], and the results have been nothing short of remarkable. Thanks to [Alera Group - Arizona]'s strategic guidance and deep understanding of the benefits landscape, we have saved millions of dollars. Their proactive approach, attention to detail, and commitment to finding the best solutions for our needs have consistently exceeded our expectations. [Alera Group - Arizona] is not just a broker; they are a trusted advisor who genuinely cares about our success. Their ability to navigate complex challenges and deliver tailored solutions has been invaluable. I highly recommend [Alera Group - Arizona] to any organization looking to optimize their benefits program and achieve substantial cost savings."
Craig Leblanc
Chief People Officer
Denova Collaborative Health
"In my nearly six years of leading one of Arizona's largest social service non-profits, partnering with [Alera Group - Arizona] is among my very best decisions. Not only has [Alera Group - Arizona] saved us money on our insurance spend, but they have introduced us to new products and benefits which have been difference makers for our employees. Whether it's helping us drive our culture or networking and supporting us philanthropically, [Alera Group - Arizona] has always answered the call. They just get it."
Jeff Bernick
CEO
TCH/The Centers for Habilitation
"Since retaining the [Alera Group - Arizona] team in 2016, [Alera Group - Arizona] has been a true partner to Goodwill of Central & Northern Arizona (GCNA) in every sense of the word. We have complete confidence in [Alera Group - Arizona]'s support for benefits strategy, compliance obligations, and day-to-day operations. Their clear view into our plan financials allows us to regularly make data-driven, informed decisions, including advising us on benefits-related financial and compliance components of merger transactions we completed. Our GCNA team members work tirelessly to build pathways out of poverty. So, it is extremely gratifying to me that my team, working with [Alera Group - Arizona], has been able to give back to our team members and families in the form of benefits."
Cindy Woodward
VP of Human Resources
Goodwill of Central and Northern Arizona