Case Study

Bryson Saves Groundbreaking Aviation Company ‘Jet Zero’ Over $500,000 In Year One

Case Study, Employee Benefits, Insights / By

Bryson Saves Groundbreaking Aviation Company JetZero Over $500,000 In Year One When JetZero’s benefits costs started outpacing their growth, Bryson rebuilt their program from the ground up, unlocking over $500,000 in savings, expanding plan options, and creating a scalable benefits strategy to support one of aerospace’s most innovative companies. CLIENT Founded in 2021, JetZero is […]

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Trucking Case Study

Case Study, Insights, Property and Casualty / By

For over a decade, this Texas-based oilfield trucking company assumed their carrier loyalty was being rewarded. It wasn’t. A significant shock loss four years prior had never been contextualized for the market, and the safety improvements made since had never been communicated to carriers. Their risk profile had changed. Their premiums had not. Bryson went to market with the complete story and returned with $800,000 in first-year savings.

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Captive Insurance Solution Turns Retail Losses Into Opportunity

Case Study, Insights, Property and Casualty, Risk Insights / By

Captive Insurance Solution Turns Retail Losses Into Opportunity​ Discover how a captive insurance strategy helped this retailer reduce risk and how it could work for you. THE CLIENT A leading authorized national wireless carrier retailer operating 228 retail locations nationwide, delivering wireless products and services across the U.S. THE SCENARIO During and after COVID, The

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Bryson Bryson helps save $120K on reps & warranties insurance deal

Case Study, Insights / By

Bryson Helps Save $120,000 On Reps & Warranties Insurance Deal Bryson offers a Reps and Warranties product that is designed for mid-market companies Download Brochure THE CLIENT One of Bryson’s clients, a mid-sized private equity firm, was in the process of acquiring a new portfolio company. THE SCENARIO The private equity firm was considering an

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Bryson Saves A Leading Facilities Maintenance Firm Over $500,000

Case Study, Insights / By

BRYSON SAVES A LEADING FACILITIES MAINTENANCE FIRM OVER $500,000 Bryson Significantly Reduced Insurance Premiums While Simultaneously Improving Coverage THE CLIENT A leading facilities maintenance company specializing in high-quality janitorial and operational services approached Bryson for support. Based in Colorado, the company is known for delivering efficient and reliable solutions to businesses across various industries. THE

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Bryson Challenges PEO and Wins Again with $500,000 in Savings

Case Study, Insights / By

Bryson Challenges PEO and Wins Again with $500,000 in Savings The Client Digital Payment Solutions Company 250 Employees and 2 Separate Locations in the Midwest. The Scenario Two companies joined as one unified brand. Company #1 was using a PEO and Company #2 was with a broker. Should they consolidate their plans under the PEO

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Bryson Implements a Permanent Life Insurance Policy with a Long-Term Care Rider

Case Study, Insights / By

Bryson Implements a Permanent Life Insurance Policy with a Long-Term Care Rider THE CLIENT Retired couple in their early 70’s. THE SCENARIO The clients’ long-term care insurance premiums continued to increase. Additionally, their term life insurance was about to expire. DISCOVERY The clients wanted to continue to have both long-term care insurance and life insurance.

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Reduced Costs & Increased Participation for Retirement Plan

Case Study, Insights / By

Reduced Costs & Increased Participation for Retirement Plan Manufacturer Enlists Bryson Wealth Management to Improve Employee Benefits THE CLIENT An international manufacturer of nutritional supplements. THE SCENARIO Prior to accepting the position, the new company trustee required a compliance and due diligence review of the company retirement plan. DISCOVERY Bryson Wealth Management engaged the company

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Bryson Helps an Auto Manufacturer Remain Healthy

Case Study, Insights / By

Bryson Helps an Auto Manufacturer Remain Healthy THE CLIENT A large family owned automotive manufacturer THE SCENARIO A large family-owned automotive manufacturer based in California has enjoyed 75 years of success. However, due to increasing pressure from cheaper overseas competition and medical inflation, profit margins were shrinking year over year. DISCOVERY Its fully funded health

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$1.5M in Life Insurance Secured on 22 Physicians!

Case Study, Insights / By

$1.5M in Life Insurance Secured on 22 Physicians! THE CLIENT A large physician group THE SCENARIO A physician group required $1.5 million in life insurance coverage for 22 physician executives to fund key man insurance. They were particularly interested in a streamlined underwriting process. RECOMMENDED PLAN DESIGN This plan design met all Guaranteed Issue Guidelines

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