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
Clients and their brokers generally rely on local industry entry points. In a multi-trillion dollar industry, this method severely limits possible options.
Traditional method used. Local brokers/specialists will use localized relationships to secure proposals.LIMITED RESOURCES
The Solution
Method used by CMR (domestic example)
Recommended method to be used — The CMR Database®. By connecting our clients to greater options nationally and 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 domestic and international Property/Casualty, Group Benefit and Service providers – $1.2 trillion P/C Premium and $1.1 trillion G/B Premium
- - 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
