Employee Benefits Consulting
Burt Advisory is an independent employee benefits consultant for employers with 20–1,000 employees. We use smarter plan design, cost containment, and carrier-independent advocacy to build a health plan around your people.
Free benchmark · No obligation · You keep the findings
Built for employers with 20–1,000 employees
What We Specialize In
We keep care and dollars in your community through direct primary care, on-site clinics, and direct provider contracts, then protect every dollar with pharmacy management, surgical steerage, and stop loss optimization, monitored weekly, not once a year.
Claims analysis, market benchmarking, and AI-assisted modeling. Your strategy is grounded in your numbers, not a carrier's renewal letter.
We deploy the tools most brokers have never touched, and show you the math behind each one. No black boxes. Every lever, on the table.
Year-round advocacy means claims monitoring, proactive plan adjustments, and responsive support when questions arise, not just at renewal. The renewal meeting is a checkpoint, not the relationship.
Talk to us →The Burt Advisory Difference
Most employee benefits firms view healthcare from one side of the table. Our perspective has been shaped by experience across employer benefits, health plans, health systems, underwriting, claims, provider networks, and consulting.
One system. Three essential perspectives.
We understand how funding, administration, network design, claims, care delivery, and vendor relationships work together.
A broader view helps us identify practical ways to improve costs and employee outcomes.
Every recommendation reflects your workforce, objectives, and challenges, not a cookie cutter solution.
Practical advice. Responsive service. Strategic guidance rooted in real world experience.
Local Firm. National Resources.
Through UBA. The nation's largest independent benefits network, we bring big-agency data and leverage, backed by people who answer to you.
Through UBA, we benchmark your plan against one of the nation’s most comprehensive employee benefits datasets, covering $13 billion in healthcare spending, 1 million employees, and 7,800 employers. That scale helps us spot opportunities and make informed recommendations.
By leveraging UBA, Burt Advisory Group gains access to leading carriers and vendors. That lets us offer clients customized solutions through group discounts, instead of aligning with a single provider and a one-size-fits-all approach.
UBA partners with Kutak Rock and Fisher Phillips for expert, timely advice that minimizes compliance risk. Together we deliver ongoing compliance awareness, monthly webinars, monthly compliance recaps, and regularly scheduled open Q&A sessions.
National data, applied to your plan
Free Benchmark
Talk To Us
We'll answer your questions, look at your current plan, and tell you honestly whether we can help, so you can move forward with confidence.