Retention Strategies Email Format
InsuranceTexas, United States11-50 Employees
Retention Strategies operates as a boutique firm in the insurance and benefits space, blending consulting, outsourcing, and underwriting expertise. The company emphasizes well-being initiatives as a lever to control costs, improve productivity, and enhance employee engagement. It also provides financial planning and supports benefits communication through its experienced insurance and underwriting team. Based in San Juan, Texas, the firm serves clients seeking integrated benefits advisory and administration across insurance-related services. The team is described as mid-sized and covers areas including insurance, compliance, actuarial-underwriting, and well-being program design. A notable recent development is the August 2023 merger with Fulcro Insurance, which expanded its benefits and human resources capabilities.