Strategies and Solutions – Core Services
Our Advisory, Procurement and Enterprise Growth expertise is 
specialized for health and life insurance, security benefits and 
overall benefit, HR and insurance strategies.
Qualifications
 Insurance Entity Producer Licensed
 Appointed with Carriers, General Agents, Captive, HSA, 
Life Insurers and Payroll-HR-PEO

Client Cases
 Delivered branding and growth strategy to HSA provider 
and developed partner agreements with channel producer 
organizations
 Benefit strategy, workforce analytics and communication 
for logistics company
 Corporate culture and talent strategy review for global 
appliance producer
 Expanded business model and market profile for payroll 
and HR company

Market Leadership
 Clinical Health Status-Risk Profiles
 Branding Messaging Strategies
 Insurance Program Cost Management
 Digitized Connectivity and Optimized Partner Alliances
 Demographic and Benchmarking Studies
 30+ years Industry Experience delivering long-term results

SBA – SDB
DUNS – 107191029
CAGE – 97DF6
NAICS – 524210
MBE Certified: NC, VA, PA, NJ, NY, CA, AZ, IA, MD

Tate Consultants

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Tate Consultants

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