Client Services

A full suite of employee benefits offerings

Our team works closely with every healthcare and ancillary plan provider and has partnered with industry leaders in digital healthcare to offer a full suite of employee benefits offerings. Our signature products and services include: 

Health and Welfare Consulting

Our approach is consultative and comprehensive in scope. We work collaboratively with clients to define objectives and develop multiyear action plans based on meeting those objectives.

  • Brokerage
  • Wellness programs
  • Population health management
  • Incentive based contributions 
  • PBM analysis
  • Consumerism/CDHP

Healthcare Analytics and Benchmarking

Healthcare data analytics is a core strength for CoBiz Insurance that relies heavily on our continuous investment in technology. We take complex data and make it meaningful to our clients and insurance vendors.

  • Market analysis
  • Plan benchmarking
  • Detailed claim analytics
  • High performance networks
  • Predictive modeling
  • Measurable ROI
  • M&A due diligence

Benefit Technology & Private Exchange


CoBizConnect is a comprehensive solution to benefit enrollment, compliance and administration. Our secure, mobile-friendly platform helps to empower employees with actionable information that helps to transform medical experiences into consumer-based financial decisions. Learn more.


Telehealth makes health care services both convenient and cost-effective. With telehealth, employees and their families have 24/7 instant access to consult with a doctor (and receive a prescription if warranted) efficiently and outside the medical plan. Contact us to learn more.

Already a HealthiestYou/Telehealth member? Login now.

HR Advocacy & Compliance

Legislative Updates and Compliance Alerts

While Health Care Reform continues to remain in the forefront as a legislative hot topic, there are significant changes to many regulatory requirements for employers outside of reform. We provide education on all regulatory issues and communicate the information through webinars and compliance alerts sent from our legal counsel in Washington, D.C.

  • Excise tax risk mitigation 
  • ThinkHR Workplace 
  • Surveys and training 
  • Claims resolution

ThinkHR: 24/7 HR Resources & Support

Our clients have unlimited access to ThinkHR Workplace, a cloud-based platform of integrated HR resources and live 24/7 HR support. Staffed only with qualified HR professionals and ERISA/Employment law attorneys, ThinkHR can help you resolve urgent workforce issues, mitigate risks and ensure HR compliance. Contact us to learn more.

Already a member? Log in here.

Voluntary Worksite Benefits

Voluntary worksite benefits allow employers to offer employees additional insurance options at no extra cost. We provide counsel at open enrollment, one-on-one sessions and ongoing communication to help employees choose the right coverage in the right amounts. Contact us to learn more.

  • Life insurance
  • Disability 
  • Accident insurance 
  • Critical illness 
  • Telehealth 
  • ID theft protection 
  • In-home care 
  • Pet insurance

Wellness Programs

At CoBiz Insurance, wellness is not an afterthought, nor a concept for consideration by some of our clients. We integrate wellness programing into the fabric of the benefits strategy, and the results are powerful. Learn more.

Connect with a benefits advisor to learn more about our technology and services.