Our Services

Expertise makes all the difference.

Sagewell Partners is a nationally recognized leader in the specialized area of disability & life benefits consulting solutions.  We harness the skills of our consultants to design and implement the very best plan for your size, scope and unique objectives. Quite simply, our expertise in this area is unparalleled.

A thorough process led by experts

With little to no disruption to your operations, even during startup, Sagewell Partners delivers a superior way to make disability & life plans among the most rewarding investments you can make for financial health and employee satisfaction.

Strategic plan review

We review every aspect of your benefits strategy, plan design, funding structure, contract arrangements and pricing levels. We then present short and long term recommendations for savings and enhancements.

Underwriting review and market assessment

We leverage our strategic analysis to appropriately position your plan/risk within the marketplace to obtain the maximum results.

Ongoing claims review and forecasting

We examine current and past claims experience to project future trends that will help you confidently move forward with financial budgeting and plan design.

Vendor engagement

We engage with your vendors to ensure that best practices are being employed to effectively control disability durations while driving initiatives that will result in improved outcomes.

we deliver
what we promise

  • Direct premium cost reduction—typically
    25% or more
  • Improved employee satisfaction
  • Simplified plan management
  • Long term sustainable cost containment
  • Clear, measurable results


We provide a variety of benchmarking data including peer group comparison, plan design best practices, funding strategies and more.

A strategic investment that’s smart for business

Think about it. The quality of the benefits you offer your employees is a direct reflection of your organization’s values, integrity and commitment to their well-being. Attracting and retaining your best employees is a strategy in itself. Offering the right benefit plans is a competitive advantage that can’t be overstated, particularly when every organization is trying to do more with less.

Finally—an exceptionally skilled partner who can help you do it all.