Who We Are
- New York, Los Angeles, Dallas and San Diego based retirement, risk management and insurance cost-reduction consultants
- Practice Areas Include:
–Property / Casualty
–Group Benefits
–Retirement Planning - Founded by Christopher M. Roche, a brokerage veteran
- Offer access to The CMR Database® (a proprietary system) to benchmark existing costs
What We Do
- Save clients time and reveal pricing transparencies
- Offer independent and unbiased opinion on existing portfolio
- Replicate or improve coverage, service and price
- Deliver guaranteed savings and monitor improvements – Years 1-2-3 and beyond
- Give clients the tools to test their existing relationships objectively
The Problem
Current method used by Clients to Secure Service and Check Pricing
(international example)
Traditional method used. Local brokers/specialists will use localized relationships to secure proposals.LIMITED RESOURCES
The Solution
Method used by CMR (international example)
Recommended method to be used — The CMR Database®. By connecting our clients to greater options internationally, clients benefit. So far we have saved clients in excess of $100M and growing. Expanded Resources using CMR
How Do We Do It?
- Data supplied by client is compared with similar client exposures and/or assets
- The CMR Database® tracks:
- SIC categories – industry/specialty matching system
- Profitability of premium volume of 5,000 global Property/Liability, Private Medical Insurance and Service providers–
- 400 Broker/Dealers, Advisors and Administrators - Pinpoints actual rates and fees being paid by similar worldwide companies to determine rate differentials
Actual Cost Savings By Industry
Representative Client Listing
