Employee Benefits Consulting

Take control of your healthcare costs.

Burt Advisory is an independent employee benefits consultant helping organizations take greater control of healthcare costs. We use thoughtful plan design, cost containment, and carrier-independent advocacy to build a health plan around your people.

Free benchmark · No obligation · You keep the findings

Our View

Whole System

What We Find

What Others Miss

How We Build

Custom to You

Plan performance

Renewal outlook and savings

On track

Renewal forecast

+3%

Vs. benchmark

30% below

Levers in play

International pharmacyActive
Claims oversightActive
On-site clinicActive
Surgical steerageActive
Independent firm · National resources

Built for employers with 20–1,000 employees

School Systems Municipalities Manufacturing Restaurants Technology Healthcare Nonprofits Construction Stop Loss Cost Containment School Systems Municipalities Manufacturing Restaurants Technology Healthcare Nonprofits Construction Stop Loss Cost Containment

What We Specialize In

Strategic Employee Benefits Advisors

We keep care and dollars in your community through direct primary care, on-site clinics, and direct provider contracts, then protect every dollar with pharmacy management, surgical steerage, and stop loss optimization, monitored weekly, not once a year.

Data-driven plan design.

Claims analysis, market benchmarking, and AI-assisted modeling. Your strategy is grounded in your numbers, not a carrier's renewal letter.

Claims audit Benchmarking Plan modeling Renewal forecasting Self Funded Level Funded Captive Plans ICHRA

Cost containment.

We deploy the tools most brokers have never touched, and show you the math behind each one. No black boxes. Every lever, on the table.

Pharmacy carve-out Stop loss Direct contracts Surgical steerage On-site clinics Telehealth Medical travel

Active plan monitoring.

Year-round advocacy means claims monitoring, proactive plan adjustments, and responsive support when questions arise, not just at renewal. The renewal meeting is a checkpoint, not the relationship.

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The Burt Advisory Difference

A Better Perspective. Better Benefits Decision.

Most employee benefits firms view healthcare from one side of the table. Our perspective has been shaped by experience across employer benefits, health plans, health systems, underwriting, claims, provider networks, and consulting.

We see the whole system.

We understand how funding, administration, network design, claims, care delivery, and vendor relationships work together.

We find overlooked opportunities.

A broader view helps us identify practical ways to improve costs and employee outcomes.

We build around your organization.

Every recommendation reflects your workforce, objectives, and challenges, not a cookie cutter solution.

Free Benchmarking Report

See how your plan stacks up.

  • Your cost per member vs. employers your size
  • The three biggest leak points we see in your plan type
  • A written summary you keep, whether or not we ever talk again

Member · United Benefit Advisors

Local Firm.
National Resources.

Through UBA, the nation's largest independent benefits network, we bring big-agency data and leverage, backed by people who answer to you.

2,400+Advisors
Top 12Global, combined
200+Offices

Industry-Leading Benchmarking

Through UBA, we benchmark your plan against one of the nation's most comprehensive employee benefits datasets, covering $13 billion in healthcare spending, 1 million employees, and 7,800 employers. That scale helps us spot opportunities and make informed recommendations.

Carrier and Solution Alliances

By leveraging UBA, Burt Advisory Group gains access to leading carriers and vendors. That lets us offer clients customized solutions through group discounts, instead of aligning with a single provider and a one-size-fits-all approach.

Compliance Experts

UBA partners with Kutak Rock and Fisher Phillips for expert, timely advice that minimizes compliance risk. Together we deliver ongoing compliance awareness, monthly webinars, monthly compliance recaps, and regularly scheduled open Q&A sessions.

Success Story

Talk To Us

Speak with a benefits expert

We'll answer your questions, look at your current plan, and tell you honestly whether we can help, so you can move forward with confidence.

Your team SB JB JA 2+
Let’s talk