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Global Property/Casualty

Domestic & International
Group Benefits

Corporate Retirement

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POLICY SMART IS THE INDUSTRY’S MOST POWERFUL GLOBAL SEARCH ENGINE

Our vast repository of industry information provides access to over 12,000 broker/vendor specialists representing 120 countries. Millions of client portfolios are tracked and compared in all industry categories.

We will work with you to attain expanded market access, more inclusive market intelligence for Property/Casualty, General Liability, Employee Benefits, 401(k), Defined Benefit/Contribution Plans, Cyber and Professional Insurance, Workers’ Compensation and Employers Liability. Long-term relationships can also be strengthened and enhanced.

The largest brokers/vendors are offering you a fraction of the overall available market. With CMR’s PolicySmart®, you have access to the entire global marketplace. This proven system will create new options that are expanded exponentially beyond the traditional localized effort.

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Latest Blogs & News

Retirement plan options as part of a benefits package

Whether or not to include a retirement plan option as part of a company benefit package is not the easiest of decisions for many senior exec…

President, CEO Chris Roche discusses PolicySmart

In an radio interview with Bob Marrone of Good Morning Westchester, WVOX-AM, President and CEO Chris Roche discusses Policy Smart and descri…

CMR & PolicySmart Published in London

You can download the PDF version of the publication here: WF June- 1702WF14…

Defined Benefit – Defined Contribution – What’s The Difference?

Characteristics of Defined Benefit and Defined Contribution Plans

12,000+
Brokers & Vendors
$120,000,000
Savings in Industry Overcharges
120
Countries Serviced
95%
Client Success Rate

Property & Casualty

Utilize a unique matching system to protect your org’s assets with our Property Casualty broker and vendor specialists including acting as a risk management consulting firm.

Group Benefits

We’ve saved orgs over $120M in industry overcharges while identifying coverage gaps &  duplications. Let us help manage your commercial general liability cost too.

Retirement

Let us help you manage your retirement cost and shed light as a non broker retirement advisory.

Private Equity

Search for general liability for small business and more with our proven data in private equity for Defined Benefits, Defined Contribution, 401(k), 401(b), Risk Management (Property/Casualty) and Group Benefit (Medical/Ancillary) spend categories.

  • One of America’s largest Home Health Care agencies engages CMR & Associates to audit Property/Casualty coverages to correct coverage gaps and at the same time reduces their annual spend by $1,000,000.

    Donald Brown - Director, Visiting Nurse Service Of New York

  • One of the nation’s largest auto leasing organizations with over 17,000 vehicles was facing continued Medical premium increases.  After meeting CMR & Associates, the premiums have been reduced in excess of $600,000 with a better network and plan design.

    Mike Reilly - Chief Human Resource Officer, Merchants Fleet Automobile.

  • Our long-term broker was unable to find us Professional Liability coverage at an affordable price, Until we hired CMR & Associates.  They used their proprietary database to quickly solve the problem and help us protect our organization.

    Larry Lorber - Director, Natixis

  • We engaged CMR & Associates to review our Property/Casualty costs after being with our long-term holding broker.  As a result, we saved hundreds of thousands of dollars.

    Ken Pollak - CFO, Eileen Fisher

  • CMR & Associates was able to reduce our Group Benefit medical spend, portfolio-wide by $2,500,000 with improved plan designs and servicing.

    Timothy Hart - Partner, Aurora Capital