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The Crumdale Difference

Pat Roberts, Executive Director

AIM Academy

As an independent school, recruiting and retaining our faculty and staff is extremely important to the overall success of our institution. Equally important is being fiscally and financially responsible in all areas of our budget. We thought that finding the right balance between those areas was impossible until we began working with Evolve Insurance Advisors. Evolve’s ability to balance our desire to deliver exceptional healthcare benefits to our employees and properly insure our institution with our simultaneous desire to contain costs has been nothing less than amazing. In partnership with our human resources and finance and accounting departments, Evolve conducted an independent, in-depth evaluation of our risk management, property and casualty and employee benefit needs and recommended several opportunities to improve our insurance and risk management program. I have known Matt Naylor, founder and CEO of Evolve’s parent company, Crumdale Partners, for over a decade and he and his firm have been great partners to our institution for our insurance and risk management needs.

David Bond, President

Mesko Spotting Service

We retained Evolve Insurance Advisors to provide consulting and brokerage services for our healthcare benefits several years ago.   We had several high cost claimants and our costs were out of control.  Evolve conducted an exhaustive audit of our health and welfare plan in a very short period of time, identified several issues that needed to be addressed, and proposed numerous opportunities to reduce costs and improve the overall performance of our plan.   Evolve then constructed a customized self-funded medical plan with a new network, an independent third-party administrator, a national pharmacy benefit manager and a preferred stop loss vendor.  In addition, because we had several dialysis patients and the network discount for dialysis was very low, Evolve negotiated with our new network provider to carve out dialysis and separately negotiated directly with the provider for a substantially greater discount.   Evolve has helped us save close to $1,000,000 on our medical and pharmacy spend and we now have the right vendors, programs and solutions in place to appropriately contain costs while providing excellent service to our employees.   We have since retained Evolve to provide risk management consulting services for our commercial and business insurance needs as well and have benefited from the same great insights, experience and product access that we first experienced in connection with our healthcare benefits.   I would highly recommend Evolve Insurance Advisors for any organization looking for an experienced risk management and healthcare advisory firm to put the right programs and solutions in place while significantly reducing costs.