We advocate on your behalf to protect your interests and financial stability
As an Acrisure Agency Partner, SWIM is a part of a national network of hand-selected, independent agencies. This network allows us to offer a wide selection of policies and increased access to products, consulting services, and carriers.
We help a variety of Industries
News & Updates
HSA IRS Plan Maximums
The IRS recently released Revenue Procedure 2017-37, which provides information on the limits for Health Savings Accounts (HSAs) for 2018. The annual contribution limitation on deductions for individuals with self-only coverage under a high deductible health plan will be $3,450. The deduction limitation for an individual with family coverage will be $6,900. Please note, these limits […]Read More
Pediatricians Say No Fruit Juice in Child’s First Year
The nation’s top pediatricians are advising parents to stop giving fruit juice to children in the first year of life, saying the drink is not as healthful as many parents think. In the past, the American Academy of Pediatrics had advised parents to avoid 100 percent fruit juice for babies younger than 6 months. On […]Read More
Health Policy Is Vital to Tax Reform Policy
Today the House Ways and Means Committee is scheduled to hold a hearing on improving the competitiveness of American businesses. It should consider health policy as well as tax policy in its deliberations. There is strong bipartisan support in Congress for cutting the corporate tax rate to improve competitiveness. If done in a revenue-neutral manner, […]Read More
Words from our Clients
We’ve been working with Jeff Ungvary, Amy Cucurullo, and Melissa Lemishev for over 10 years now. I can’t say enough about how great they are: professional, knowledgeable, timely, responsive, helpful, kind. They have strong relationships with the various carriers that we use, work with us to get good rates for our plans, and have successfully resolved any issue we’ve had over the years. Thank you to the whole team!
Karen H., Director of Human Resources, 200 employee agricultural company
We’ve been partnering with SWIM for over 5 years and I have to say it has transformed the way our clients see & manage their employee benefit offerings.
The SWIM team are subject matter experts who not only provide critical insights but also really care about the well-being of their customers and the people they serve. Unfortunately, this is a rare combination in today’s business world.
When our clients ask us to review their benefit offerings to identify potential cost savings and enhancements, we immediately contact SWIM to get the process started. Their review process and analytical skills allow them to really gain an understanding of an organization’s mission/goals and develop customized solutions for the client. They understand that each client is different and that no one solution will fit all.
Some add-ons/technological solutions you can take advantage of when partnering with SWIM are the ThinkHR platform (risk management) and Employee Navigator (employee benefit management). The tools are robust and help make your HR’s group work more efficient & productive (resulting in additional cost savings).
We have developed a great partnership with SWIM over the years and we highly recommend their services. With SWIM, you receive the support of every member of the team no matter what the issue is. They are not salesmen who will sell you a product/service and then you never hear from them again until your next renewal period. They make themselves available and accessible to their clients and always get back to you – in a timely manner – with solutions. We and our clients really appreciate this level of customer support. In addition, the staff are all very nice people and are pleasant to work with. Thank you Jeff, Amy, Melissa and Merce for all your support.
Gabriel R. – Controller, 150 employee social services organization
Ten years ago I, with a co-worker, was in the situation of having to choose and set up health insurance for our company. This despite absolutely no experience or knowledge of health insurance. Enter Jeff and his wonderful company, SWIM.
Jeff, bless his patient heart, started from Health Insurance 101 and took us through the process. We ended up with a solid policy with enough options for all employees.
Every renewal, Jeff starts the explanations again, we update our policy and Amy, another very patient person, takes us through the paperwork. “Hi Amy, are we done yet?” is a pretty common question.
And then there’s Melissa, another great cog in the Swim wheel. She makes everything work. When employees have questions or problems, I have Melissa. She knows everything, fixes everything and has a great sense of humor.
We would sink without SWIM!
Margaret H. – Production Accountant, 125 employee multimedia enterprise
If you are looking for a broker who hears your wants and respects your needs for your employees, look no further, you found the right team! Strategic Wellness & Insurance (SWIM), has been our broker for 6 years and counting. The S is for the dollars saved. You can guarantee Jeff will negotiate for you the best benefits. The W is for never making you wait too long, willingness to assist you at all times. The I is for being informative and making sure you leave each meeting with all of your questions answered and issues and concerns addressed. The M is for the miraculous job that SWIM does throughout the year, not only during open enrollment. The best part about the SWIM team is they know your name and if they think there is more they can do for you, they always extend their hand. SWIM has been one of the best decisions made in my HR career. Being a department of one, at one time, SWIM always let me and the staff know that we could count on them for all of the benefits questions, answers and needs. Thank goodness for the SWIM Team!
Kenyatta T. – Human Resources Administrator, 245 employee social services organization
Working with Jeff and his team at SWIM made the typically difficult process of selecting insurance plans and rolling them out so much easier. From being available to answer our questions, talking us through all the different options and how they would affect our bottom line as well as staff engagement, to making personalized training videos to roll out to our team, Jeff has always gone above and beyond to deliver amazing service and ensure that we were taken care of. I’m often asked about insurance options for both smaller start-ups as well as more established companies, and I never hesitate to offer up Jeff and his team as THE people to speak to.
Aleta M. – Chief Human Resources Officer, 400 employee restaurant group
We were working directly with our Professional Employment Organization (PEO) and thought it would be good to have a fresh set of eyes on the renewal. We engaged with Strategic Wellness & Insurance Management Services, Inc., and using SWIM’s leverage we reduced the renewal by over 10%
Matt W. CFO, 180 employee apparel firm
We have been working with the people at Strategic Wellness & Insurance Management Services long before they came to be known by that name.
Ever since we they took over our medical, dental and related insurance coverage I have never had to try to get anything settled by myself with the giant insurance companies. One call or email to SWIM gets me fast personalized service from reps that know me and my business needs and how to expedite answers from the carriers.
At our yearly renewal time they go out of their way to help make the key decision points understandable and also give me other options for coverage across multiple companies.
Anyone who has had to deal directly with the carriers will greatly benefit from offloading that chore to SWIM and their talented staff members.
Greg W – Co-Founder, 10 employee retail data processing, logistics and compliance firm
Where we are
Strategic Wellness & Insurance
Management Services, Inc.
We would like to hear from you. Please fill out the form below and we will contact you to discuss your healthcare needs.